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Self-Managed Superannuation Management

Making the complex process simple and easy for you.

There are few financial tasks as complex or stressful as managing a superannuation fund. If you’re a SMSF trustee, you already know how confusing it can be without anyone there to guide you.

We’ll not only help answer any questions you have, but we also provide a complete package including administration, compliance, accounting and taxations services.

Let Us Take Some Work Off of Your Plate

Forget about managing a SMSF, just trying to keep up with the latest regulation and changes to the SIS Act is stressful enough.

Luckily, we’re the financial experts that enjoy this sort of thing and are always working to stay up to date on the latest news, information, and strategies to help your fund stay 100% within compliance and the latest regulations.

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What our clients say

We started our relationship last year with Preston & Co. The experience since then has been very professional.

Preston & Co let us know our obligations, explain everything clearly and have given us valuable advice. Preston & Co are personable, diligent, and most important our accounting and tax affairs for our SMSF fund and our personal accounts is completely in order.
Mark Matijevic
Preston & Co have been my accountants for several years.

John and his team are hard working and always accessible when I need them.

I highly recommend them to anyone looking for commercial and down to earth accountants.
Lucas Hewlett
I've worked with Preston & Co as a trusted accountant and financial adviser for much of the past two decades.

I highly recommend Preston & Co for their professional and timely quality service and his ability to connect with his clients on a personal level.
Dave Waters
Preston & Co have been my accountant for our biotech company and personally for the last 20 years.

I can whole heartedly recommend Preston & Co as they are professional and personable accountants who have met and excelled our business and personal needs. I have recommended Preston & Co to many of my friends and family who have also become clients under Preston & Co’s care and guidance.
Paul Salm
Preston & Co should be your one and only choice as your accountant. Reliable, relatable and an all round good people and the absolute best accountants.

Thank you Preston & Co, you make me feel like I am your only client, because you care and for that I am truly grateful.
Jo-Anne Oliveri
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SMSF Management Services

Our SMSF Management Services include:

  • Financial Reporting Requirements (Financial Statements, Member Statements)
  • Tax Return Compliance & Administration
  • Monitoring Contributions & Transfers Into A Fund
  • Market Value Update of Investments
  • Accessing Funds, Pensions & Wind-Ups
  • Liaising with Auditors for Timely Audit Reports
  • Trust Deed Updates and Amendments
  • Assisting with Understanding the Implications of Having a SMSF

Let’s Get Started

Get in touch with us below to learn more about our SMSF Management services.

Request an Appointment

To make an enquiry or to request an appointment, please complete the form below.