Top 7 SMSF Accountants in Perth

Westcourt Private Business Accountants sets up new funds through the Now Infinity platform and runs SMSF tax strategy, administration and structuring work on BGL software. It says each fund is audited by a local registered SMSF auditor who is not part of its business. Founder Ross Forrester is a Chartered Accountant and Chartered Tax Adviser and the firm’s main clients are private business owners. The office is on Roe Street in Northbridge, close to the city.

Noble Tax Group establishes and registers new SMSFs, prepares annual financial statements, lodges the SMSF annual return and handles ongoing fund accounting and administration. For the audit, it says it liaises with independent SMSF auditors. Director Rabin Bartaula is a Chartered Accountant and registered tax agent, working from Collier Road in Morley. The firm suits trustees who want one accountant for their fund and their personal and business tax. A free 20 minute call, with no obligation, is available before you commit.

Femia Accountants covers the life of a fund, from helping set it up to winding it up. Each year it prepares financial and member statements, lodges the income tax and regulatory return, processes transactions, writes trustee minutes and handles BAS or IAS where needed. It also manages pension paperwork and actuarial certificates, and liaises with the auditor to arrange the audit of the annual accounts. Director David Femia leads what the firm calls a CPA firm, on Canning Highway in Mount Pleasant.

Peacock Accounting helps trustees establish a super fund, then prepares and lodges its income tax return and financial statements each year. The firm says it facilitates the yearly audit as part of that work. Principal Adam Peacock is a Fellow of CPA Australia and a registered tax agent, and the office is on Rockingham Beach Road. Because the firm also runs individual tax and small business work, trustees around Rockingham can keep their fund, personal returns and business books with one local team.

Aligned Business Partners provides SMSF accounting, compliance and tax returns from Walters Drive in Osborne Park, and says it coordinates each fund’s audit. Directors Franky Widjaja and James Goenawan are CPAs, and Alice Sun, a CPA whose job title is Tax Accountant and SMSF Specialist, speaks Mandarin. The practice opened in 2024 and also serves business owners across trades, mining services and manufacturing, so it suits owners whose fund sits alongside a company. A complimentary meeting is the usual first step.

McKinley Plowman will establish an SMSF for you, then prepare and lodge its financial statements and tax obligations and look after annual compliance and reporting. It also designs pension strategies and covers SMSF estate planning. The firm suggests a fund usually suits balances of around $300,000 or more. Its directors include Nigel Plowman, a CPA, and its MP Financial Planning team can advise on investments, with offices in West Perth and Joondalup. A free, no obligation consultation is available.

Munro’s helps trustees set up an SMSF and then handles its annual compliance, including the financial statements, tax return and fund minutes. It also prepares returns for share, property and crypto investors, which suits trustees whose fund holds the same kinds of assets. Managing director Mike Beer is a Fellow Chartered Accountant, and the team includes several CA and CPA directors. The firm works from Fitzgerald Street in Perth, and business owners can book a free get to know each other meeting.