Self Managed Superannuation Funds (SMSF)
SMSF Specialists - Expert Administration, Compliance & Strategy
Self Managed Superannuation Funds offer unparalleled control over your retirement savings – but they also come with significant compliance obligations. At Oakridge Accounting, SMSF is our core specialty. Led by Falgun Patel (FCPA) and supported by an experienced team, we manage every aspect of your SMSF so you remain compliant and your fund performs.
SMSF Services
- SMSF establishment assistance and trust deed coordination
- ATO registration of new SMSFs
- Annual SMSF financial statements preparation
- SMSF tax return preparation and lodgement
- Independent audit coordination with ATO registered SMSF auditors
- Investment strategy documentation and periodic review for compliance with SIS requirements
- Administrative and compliance support relating to SMSF borrowing arrangements, including Limited Recourse Borrowing Arrangements (LRBAs), in conjunction with licensed advisers where required
- Contribution monitoring against concessional and non concessional contribution caps
- Account Based Pension (ABP) setup and administration support
- Minimum pension payment calculations and reporting
- Rollover administration from industry and retail superannuation funds
- SMSF wind up administration and final compliance reporting
Is an SMSF Right for You?
A self‑managed superannuation fund (SMSF) can offer flexibility and control, but it also comes with significant administrative, compliance, and trustee responsibilities. Whether an SMSF is appropriate depends on your individual circumstances, objectives, and obligations as a trustee.
We provide an initial consultation to explain how SMSFs operate, outline the compliance requirements, and discuss the practical considerations involved, so you can make an informed decision in conjunction with licensed advisers where required.
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Why Choose Us?
Over 20 years serving the Ballarat community
- FCPA qualified lead advisor - Falgun Patel is a Fellow of CPA Australia with specialist SMSF accounting and compliance expertise
- BGL certified SMSF software specialists
- Registered Tax Agents — SMSF returns lodged directly with the ATO
- Proactive compliance monitoring — reminders and support around upcoming lodgement and reporting obligations
- Local Ballarat firm — accessible, personalised service with Australia wide digital capability
Start Your Journey
Talk to Ballarat's SMSF specialists. Book a free initial SMSF consultation - Call (03) 5334 1396. or enquire online
Get in Touch!
FAQs
Frequently Asked Questions
If you need additional assistance, our team is always ready to provide the support you need.
Where is Oakridge Accounting located?
We are based at 36 Production Drive, Alfredton VIC 3350, in Ballarat. We serve clients across Ballarat, regional Victoria, and can also assist clients remotely via our cloud accounting platforms.
What are your business hours?
Our office is open Monday to Friday, 9:00am–5:00pm. Appointments outside these hours are available on request.
How do I book an initial consultation?
You can call us on (03) 5334 1396, email admin@oakridgeaccounting.com.au, or use the contact form on our website. Initial consultations are free of charge and carry no obligation.
How much do I need to set up an SMSF?
There is no legislated minimum balance required to establish a self‑managed superannuation fund. ASIC guidance notes that SMSFs may become more cost‑effective once combined member balances reach a certain level, often referenced at around $200,000, depending on individual circumstances and costs involved.
We offer an initial consultation to explain the costs, responsibilities, and compliance considerations of an SMSF, so you can make an informed decision in conjunction with licensed advisers where required.
Does my SMSF need to be audited every year?
Yes. All SMSFs must be audited annually by an independent, ATO-registered SMSF auditor. Oakridge coordinates the audit process on your behalf as part of our SMSF annual compliance service.