Self Managed Super Funds (SMSFs)

Supporting your SMSF journey, from set-up to tax compliance – from the leading Australian Small Business Accounting Firm & Women’s Regional Professional in 2023 & Australian Regional/Suburban Accounting Firm in 2024

At Palfreyman Chartered Accountants, we understand that many Australians are looking to take control of their retirement savings by managing their own super. Based in the Hunter Valley, we specialise in the administration, compliance and taxation of Self Managed Super Funds (SMSFs), helping individuals and families stay on top of their financial responsibilities with confidence. 

While recent regulatory changes mean we cannot provide personal advice on whether an SMSF is right for you, we work closely with our recommended licensed financial advisor who can provide tailored advice on the suitability of an SMSF for your circumstances. This partnership ensures you receive a comprehensive and holistic services – from initial advice through to set up, compliance and ongoing administration.

Our Self Managed Super Fund Services:

SMSF Establishment

We handle the set-up of your fund, including:

  • Preparing trust deeds and registration documents
  • Applying for an ABN and TFN
  • Setting up corporate trustees (if required)

We work closely with your financial advisor to ensure the structure aligns with your investment strategy and retirement objectives.

SMSF Taxation & Compliance

Once your SMSF is up and running, our role becomes even more important. We offer ongoing support to ensure your fund remains fully compliant with ATO requirements and superannuation laws, including:

  • Annual financial statements and tax return preparation
  • Member contributions and pension calculations
  • Liaison with independent auditors
  • Ongoing compliance and regulatory support

With our deep understanding of the ever-evolving superannuation landscape, we help you navigate the complexities and avoid common compliance pitfalls.

SMSF Advice Referral

Accountants aren’t licensed to provide advice on whether an SMSF is right for you – but we can refer you to our trusted, licensed financial advisor who can help you make an informed decision.

We are involved throughout the whole process, and as soon as you have received the advice you need, we are ready to get things moving and support your fund’s administration for the long term.

Why Choose Palfreyman Chartered Accountants

Hunter Valley Specialists

Local knowledge with national expertise.

Experienced SMSF Accountants

Compliant, accurate and efficient.

Personalised Service

We know our clients by name, not just a file number.

Referral Network

Access to licensed professionals when advice is needed.

The Australian Construction Industry Forum has for the last seventeen years engaged the accounting services of Palfreyman Chartered Accountants, and we greatly value their services. We have found the staff to be knowledgeable, caring, highly efficient and very helpful. Their expert understanding of MYOB has been much appreciated by our small office team, and the preparation of accounts for auditing has been outstanding.
Dr James Cameron
Dr James CameronExecutive Director of the Australian Construction Industry Forum
After becoming dissatisfied with the services of another accounting firm, we looked around and found Palfreyman Chartered Accountants. We had a consultation with Simone, finding her very professional and met the friendly team at Palfreyman Chartered Accountants. Safe Act Pty Ltd working with Palfreyman Chartered Accountants, has found good communication with only a phone call away, not waiting for a call back. Palfreyman Chartered Accountants was able to point us in the right direction for positive growth and relieve the pressure of financial reporting.
Gregory Allen
Gregory AllenPrincipal Advisor, Safe Act Pty Ltd
Before launching our small business we turned to Simone, who advised us and structured the whole framework of the operation. She has provided a wealth of information and guidance and worked very hard to keep us on track. We could not have managed without the support of Simone and her team.
Noel HarrisonDirector, OOSHcare Pty Ltd
I feel comfortable and confident with the team at Palfreyman’s. They are a lovely, bright group of people. I have needed some very unusual advice and Simone and her team have helped beyond my expectations. I’m more than happy to recommend Palfreyman Chartered Accountants for business establishment and accounting advice.
Our Village Project / CoWork Space
I would like to thank Simone from Palfreyman Chartered Accountant for her time in helping me establish Hunter Hands of Hope. She is amazing, such a genuine, gentle and kind hearted soul.
Melissa GontierFounder, Hunter Hands of Hope
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Get in Touch.

Ready to establish your SMSF or need support managing an existing fund? We are here to help with transparent, compliant and stress-free service. Fill out the form below to request an appointment with one of our accountants or advisors.