Top 8 SMSF Accountants on the Gold Coast

Gold Medal Accounting supports trustees setting up a fund and then runs its annual administration from Treetops Square in Burleigh Waters. The family firm prepares the fund’s financial statements and SMSF tax return and looks after compliance. The firm coordinates each fund’s audit with a registered auditor, and its site notes that SMSF audits have to be done by an outside party. Senior accountant Douglas Witham is a Fellow of CPA Australia and a Chartered Tax Adviser, and principal Lynn Witham, an IPA member, also speaks Vietnamese. It suits southern Gold Coast trustees who want their fund handled locally.

All Square Accountants sets up new self-managed super funds and then handles the administration, annual accounts and annual return from its Southport Central office. It also gives SMSF tax advice. For the audit, the firm says it works with independent SMSF auditors. Bruno Silva, the director, holds fellowships of both the IPA and The Tax Institute. Trustees who also run a business, such as a medical practice or trade, can keep their fund, company and personal tax with one firm. A free 30-minute first consultation is offered.

Walsh Accountants runs SMSF tax and compliance from Bundall, from establishing a fund through to annual reporting, pensions and estate planning for members. Its site explains that each fund needs an annual audit by an independent auditor, and Walsh coordinates with audit firms to arrange it. Jared Alford on the team is an SMSF Specialist, and managing director Tom Walsh is a Fellow Chartered Accountant. The family firm, operating since 1976, also offers private wealth and family office services, which suits trustees with larger estates to plan.

Grow SMSF is a Southport firm that specialises in self-managed super funds, for trustees across Australia. Founder and director Kris Kitto is a Chartered Accountant, an accredited SMSF Specialist Advisor and a Fellow of the SMSF Association. Since 2020 the firm has set up funds, run their accounting and administration, upgraded trust deeds and taken over funds from other accountants. Its fees include the work of an independent auditor, and it lists ASF Audits as a partner. A Grow SMSF Financial Planning brand appears on the site, which says Grow does not hold a financial services licence.

MAR Advisory sets up funds from its Robina office, covering the trust deed, ABN and TFN, registration and investment strategy. Each year it prepares financial statements, manages pensions, lodges the annual return and handles transfer balance account reports. Its site says every SMSF needs an independent auditor each year, and MAR liaises directly with the fund’s auditor. Directors Mohamed Radwan and Dominika Makosova are both Chartered Accountants and Chartered Tax Advisers. The firm also works with property investors, which helps trustees whose fund holds real estate.

Altias Advisory handles SMSF setup, compliance, the annual return, pensions and administration from the Rodman Centre in Bundall, with a second office in Balmoral, Brisbane. The firm says it coordinates and manages each fund’s external annual audit. Managing partner Ben Johnson is a Chartered Accountant, and the team brings over 20 years of experience, according to the firm. Many of its business clients are in ecommerce, medical, construction and engineering, so owners can have their fund handled by the same firm as their company. A discovery call is the first step.

SB Partners establishes self-managed super funds from Santa Cruz House in Clear Island Waters, then keeps them compliant and gives tax advice on them. Arranging superannuation audits is listed among its SMSF services. Partner Gabe Pieters is a Chartered Accountant, and founder James Legat has more than 30 years as a practising accountant. Because the firm also looks after business owners, farms and QBCC licensees, it suits trustees whose fund sits alongside a business, including those thinking about succession. Consultations can be booked through the site.

GMD Advisory sets up self-managed super funds in Southport, advises on borrowing inside super and prepares each fund’s annual accounts. Directors Matthew Dicker and Megan Schmidt are both Chartered Accountants, and the firm says its people bring over 30 years in the sector. It works with many property investors, builders and family businesses, so it suits trustees thinking about buying property through their fund with a loan. The Davenport Street office is open by appointment, and each client has a personal account manager to contact during the year.