SMSF

Rest easy knowing you have
a professional at the helm of your SMSF

Running your own Self-Managed Super Fund is a complex affair. Although they boast unmatched flexibility in investment choices, asset protection and tax strategies, they are not easy. Managing SMSFs requires that you carry out legal duties specific to the director or trustee of the fund, understand how funds can be used, keep comprehensive records and arrange annual audits by an approved SMSF auditor – all while creating and following a sound investment strategy that will keep you on track for retirement.

Making It Easy

Take advantage of all SMSFs have to offer the simple and easy way – by letting us take care of the big-picture planning and details of execution.

  • SMSF Compliance
  • Auditing Services
  • Estate Planning
  • Tax Planning
  • Trustee Structuring

Testimonials

I wouldn't go anywhere else to get my tax done. They always get me the maximum refund possible. From reception right up to the Managing Director, they are always professional, courteous and helpful.

Sean

We had the pleasure of meeting Katrina Pulbrook. She was very welcoming, and was able to express her vast array of knowledge in ways we can understand, which really helped us to be able to make informed and considered decisions.

Dianne

RJS Wealth Management has provided us with excellent personal service. Above all, they genuinely care about our financial future and are always there for us whenever we have a question - big or small.

Christine

I have been using R J Sanderson for business and personal tax and accounting. I have found them to be very diligent and professional in guiding me through the tax maze. Thank you guys, keep up the great work.

Pasquale Monteleone

I have been a client of R J Sanderson Dandenong for 10 years now. Every year without fail, there are changes to tax rules, the team at RJS are always aware of these changes and make submitting my return stress free.

Stuart Creighton

Whenever we require assistance with any accounting matter, we receive immediate support. We have been with the practice from the day it started and have never had any issues with service, capability and performance.

Dug Pomeroy

I have been with R J Sanderson for over twenty years and the team is always ready to help and quick to respond to any questions or requests.

Andrew Stewart

2024 Fringe Benefits Tax Questionnaire

We have prepared the 2024 FBT questionnaire for you. This is an editable PDF document that allows you to choose the most convenient method of completion.

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Land Tax Apportionment in Victoria

In a significant shift in property taxation, the State Government of Victoria has introduced new legislation, effective from 1 January 2024, that impacts the apportionment of land tax during property transactions. This change, part of the State Taxation Acts and Other Acts Amendment Act 2023, brings about a notable alteration in the way land tax is handled at the time of property sale.

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Rental Property Taxation Guide 2023

This guide explains HOW to treat rental income & WHAT expenses you can claim.

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3 Tips to Increase Your Tax Refund

We share some ideas to help you increase your tax refund

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Rental Property Update May 2023

Claim all entitled deductions by requesting our free Rental Property Guide. Property values in Capital Cities dipped 8.4% in 12 months but recently rebounded with a 1.4% increase. Rents surged 10.1% in 12 months across all Capital cities. Download guide and check out the rental property update for Australia here.

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Real Cost of Labour Calculator

A free spreadsheet to determine fixed costs, operating costs, growth profit, and overall profit for your business.

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Electric Vehicles - Common Questions Answered

We've compiled a list of frequently asked questions about electric vehicles and their tax implications in Australia. If you're unsure about how your EV affects your taxes, this resource provides answers to help you make informed decisions.

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Self Managed Superannuation

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Making the most of your Super

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RJ Sanderson - We speak your language

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