Take control of your super without the admin stress.
Thinking about an SMSF? Smart move — but managing one solo? Risky. At PAL, we help people take control of their super without the overwhelm. From setup and rollovers to tax returns, admin, and audits, we handle the tricky stuff so you don’t have to. More confidence, less compliance chaos, and a team that speaks in plain English — not fine print.
We’ll establish your fund and register it with the ATO, ensuring every step is compliant. Need to roll over funds from your previous super account? We’ve got you. Interested in investing in property via your SMSF? No problem. We can also help with Limited Recourse Borrowing Arrangements (LRBAs), bare trust setup, and entity structuring.
We handle all your SMSF admin — including contributions, pensions, record-keeping, annual financial statements, and your fund’s income tax return. No spreadsheets on a Sunday night. No missing paperwork. Just clean records, done right.
The Superannuation Industry (Supervision) Act 1993 (yep, it’s a mouthful) sets out strict compliance rules. We know it inside out and make sure you understand your responsibilities as a trustee — without the legalese.
SMSFs need to be audited annually by an independent SMSF auditor. We manage this entire process for you — liaising directly with the auditor, gathering documents, and keeping everything ticking along without hassle.
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You could manage your SMSF solo — but between trust deeds, audits, and ATO rules, it’s basically a full-time job. The good news? It’s ours. Based in Geelong, we’ve been helping locals take control of their super (without the stress) for 40+ years.
If you’re tired of flying blind or feeling buried in admin, let’s chat. Whether you need bookkeeping support, smarter reporting, or a full-service accounting partner, PAL Accounting & Advisory is here to help.
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