Specialist SMSF Accountants in Adelaide

Clarke & Brownrigg are a highly experienced team of specialist SMSF accountants in Adelaide providing expert taxation and administration services for self-managed superannuation fund members. SMSFs offer wider investment choices such as residential and commercial property, term deposits and direct publicly listed as well as private equity shares. In many cases, this makes SMSFs more cost-effective and often the preferred choice of retirement investment vehicle when compared to industry and retail super funds. As a result, they have become a popular investment vehicle for many Adelaide business leaders and high-net-worth individuals. However, while the tax and wealth creation opportunities are impressive, SMSF administration demands the time and management responsibilities of the trustees. That’s why many of our clients are discovering the efficiency and benefits of working with a highly experienced Adelaide SMSF accountant who has detailed knowledge of the latest 2024 superannuation rules and regulations to ease the burden of management and ensure compliance.

Why Choose Self-Managed Superannuation Funds?

Self-Managed Superannuation Funds provide a unique wealth growth opportunity. Because you can include up to four (and soon to be six) members to join in the investment, you can share the investment scale upfront, allowing you to choose a more substantial investment you might not otherwise afford. As well, investors choose the investment that suits them, allowing them to focus on industries in which they have personal interest or expertise as well as having the transparency of clearly seeing what they are investing in.  Because the investors are also the trustees, you can adapt rules to your benefit, allowing you to set the fund up in a manner that suits your circumstances. Some of our clients form investment syndicates where the investors pool assets to acquire larger, higher-quality assets. Learn more about the benefits of Self-Managed Superannuation Funds in our comprehensive SMSF guide

SMSF Tax Management

A major attraction of Self-Managed Superannuation Funds is the concessional taxation treatment.  Super Funds usually taxed at a 15% tax rate (and usually zero tax in the retirement income phase). Additionally, trustees can introduce tax strategies that work in their favour, such as channelling deductions for commercial property rentals to this tax-preferred entity.

With full accountability and real-time data feeds for investments, trustees and members find it easier to track their wealth position and therefore make better, well-informed decisions such as what would be the tax-effect should a particular investment be sold.

How Our SMSF Tax Accountants Can Help

Our experienced SMSF accountants in Adelaide can assist members to prepare and lodge their annual SMSF return, provide advice on taxation decisions, coordinate investment advice / financial planning, ensure compliance with the superannuation laws and represent you in your dealings with the ATO.  Our role is to perform these tasks in the context of designing your overall taxation strategy. This helps protect your interests and reduces the anxiety of managing administrative tasks on your own. With a specialist SMSF accountant by your side, the risks of non-compliance are greatly reduced. Because you, as a trustee, may choose the types of investments you like, it makes sense to collaborate with your existing financial planner closely, or we can introduce one of our own planners for you.

Some Important Considerations of SMSF

Self-Manged funds have proven to be effective in insulating business owners from commercial risk, provide a valuable and tax-effective vehicle for holding life insurance, and for the provision of death benefits to minors.
We assist clients in structuring the death benefit nominations so that one’s spouse and children can be provided for tax-effectively.

Our Self Managed Superannuation Fund Accounting Services

Our Adelaide SMSF accountants provide a range of specialist services to assist with:

  • Sourcing investment advice
  • Planning an taxation / investment / administration strategy
  • Annual reviews
  • Establishing Accounting systems and data feeds
  • Financial reporting and Taxation compliance
  • Arranging an audit each year by an approved SMSF auditor

When working with a SMSF accountant, tax-effective investment is made relatively easy. Transparency with investments, lower administration costs and mindful integration with your broader taxation strategies are powerful arguments for considering a SMSF.

Book a Free Consultation with a SMSF Tax Accountant in Adelaide

If you are interested in working with us to consider the potential for a Superannuation Fund within your taxation strategy, book a complimentary discovery meeting with one of our Adelaide SMSF accountants today. Our practice is centrally located in Kent Town – near the Adelaide CBD.

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 What our clients say

“As an ‘above average’ earner, the C&B team have been exceptionally valuable to my family. From the very first meeting, I knew we’d found a professional team familiar with others in my situation who were able to provide careful and well considered tax planning advice. They just give you confidence and comfort as the advice is always thoughtful and well considered.”

Ben Daking

“We ended up speaking to three accountants who came highly recommended and ended up choosing Clarke & Brownrigg. Richard went above and beyond to come over to understand our business, and we love how he will talk through things openly in a way that we can fully understand.”

Maria Coppola

“As a Clarke & Brownrigg client for over 25 years, I have great confidence and no hesitation in recommending Clarke & Brownrigg to anybody in search of sound accounting advice.”

Michael Butler

“I have been a client of Clarke & Brownrigg since the late 90’s and have been very happy with the service I have had since that time. Clarke and Brownrigg also have considerable experience working through the ever changing renewable energy and technology field. We’ve gone on that journey together, and it has been a good one.”

Terry Kallis, MD, Hydrogen Renewables Australia Pty Ltd

Book A Consultation With a SMSF Accountant

Name(Required)
This field is for validation purposes and should be left unchanged.

 What our clients say

“As an ‘above average’ earner, the C&B team have been exceptionally valuable to my family. From the very first meeting, I knew we’d found a professional team familiar with others in my situation who were able to provide careful and well considered tax planning advice. They just give you confidence and comfort as the advice is always thoughtful and well considered.”

Ben Daking

“We ended up speaking to three accountants who came highly recommended and ended up choosing Clarke & Brownrigg. Richard went above and beyond to come over to understand our business, and we love how he will talk through things openly in a way that we can fully understand.”

Maria Coppola

“As a Clarke & Brownrigg client for over 25 years, I have great confidence and no hesitation in recommending Clarke & Brownrigg to anybody in search of sound accounting advice.”

Michael Butler

When You Join Our Family, You're Not Just Another Number

For over 20 years, our clients have been willing and actively encouraged to be open and share their issues and concerns, both on a business and personal level, so that we can work together to come up with the most appropriate solution.

Ready to join our family? Contact Us for a complimentary introductory meeting with one of our expert Adelaide business accountants & let’s start creating a plan for yours. 

Contact Us

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Suite 1 / 8 Angas Street Kent Town, Adelaide, SA 5067

(08) 8332 9999

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Monday – Friday 8:45 am – 5:00 pm

 

admin@clarbrow.com.au

Meet Our Team of Adelaide SMSF Accountants

 

Partner

Chris Clarke has been in practice as a Chartered Accountant for over 30 years.

Partner

As a Chartered Accountant, Richard embraces the high standards and professional

Accountant

Brian qualified as a Chartered Accountant in 1983

Accountant

Karen has worked as an Accountant for more than 35 years

Accountant

Kaye has been an Accountant at Clarke & Brownrigg for 20 years

Accountant

Kendal is a Chartered Accountant

Accountant

Linda has been an Accountant at Clarke & Brownrigg for 19 years

Accountant

Lisa has been employed as an Accountant at Clarke & Brownrigg since 2004

Accountant

Ruth has been an Accountant with Clarke & Brownrigg since 2002

Accountant

Anna has been in the accounting and tax profession for the past 15 years.

Compliance

Martha's role is to assist companies with corporate compliance.

Receptionist

Karen joined Clarke & Brownrigg as a Receptionist in 2005