Self-Managed Super Funds

We are a award winning SMSF service
providers in Kew & Melbourne

Kumari
11:21 09 Jun 21
Robin and his team offer a value added service where every interaction and meeting seems to only improve things. They take on the various challenges we have and ameliorate our financial situation and spend however long it takes to make sure we understand what actually is happening. If you are looking for an accounting firm that wants to work together with your business, listens to your concerns and develop tailored solutions - then you won't regret engaging RA Advisory.
Kirsten Louise
22:58 09 Jun 21
I really appreciated Robin's warm and professional manner, as well as his patience in answering our tax and accounting questions. Robin and his team are also prompt in their replies to emails
roshan shetty
08:48 30 Aug 20
Having known Robin personally before availing his accounting services, I was fully aware what I was getting into. Seriously, he thinks in numbers and is the one of the most organized and meticulous person that I know. Guess that's an occupational hazard however that did give me a preview of what sort of accounting experience I was signing up for.This was the first time, I considered doing my taxes with the help of professional. If you are someone, who's got only one source of income and not many ongoing investments other than a savings account then you are better off doing it yourself. (This is the exact advice I got from RA advisory before they agreed to help me with my taxes). However, having gone through them, I can see the difference a professional service makes. If you are after an accountant, you won't go wrong in choosing them. Affordable fees, detailed advice and fast returns.
Vivek A
02:29 22 Sep 20
I was referred to RA Advisory by two of my friends, and I have known Robin personally before my interactions with him as a potential accountant.Robin is methodical, very detail oriented, and gives sound advice without the "marketing speeches" commonly seen from many other accountants. He advised me that forming a company was a great idea for my situation along with clear reasons and has helped me form this company and manage the book keeping and accounting. I found him to be very knowledgeable in all aspects of personal and company tax and would highly recommend RA Advisory and his team as accountants for both personal and business situations.If you want a clear cut and to the point accounting practice, this is the place to go to.
Roy Hanford
08:32 21 Aug 20
Robin and the team at RA Advisory are professional, hold you to account but most importantly authentic. They’re passionate about helping you whether, it be personal or business related financial matters, and put in the extra leg work every time. I recommend RA to anyone who ever asks ‘Do I Know a good accountant?’ My reply is always, ‘No I don’t, I know a GREAT accountant.’
Harry Singh
03:23 20 Jan 22
Robin Aggarwal at RA Advisory is very smart and qualified accountant. He is very thorough and pragmatic.I reached out to him for a very urgent request, after he was recommended to me by a family member. He understood the problem before committing to help, he specifically made time to ensure I was able to meet the tight deadline.Based on his knowledge and customer service skills, I would recommend RA Advisory to anyone.
Chris Zissis
07:51 02 Feb 22
Great work! These guys make my life so much easier!
Bin Looking
01:14 22 Feb 22
Our company has been with Robin Aggarwal since the inception of RA Advisory C/A.We have found Robin and associates to be be nothing but attentive to our requirement,all services are promptly attended to.We would highly recommend RA Advisory Chartered Accountants to any person or business looking to engage with an approachable ,highly competent group of professionals.B.F.Malpas,Director,Malpa Holdings PTY .
AMOL GUPTA
22:59 08 Nov 21
The whole of RA team is friendly. Robin is responsible and will do the best for his client. I am sure client will be safe with RA. Icing on the cake is Robin's personable attitude.
Betty Fang
07:38 26 Oct 21
Robin and Elva have been fantastic in helping me with my taxation needs. Knowledgeable, professional and easy to talk with. Highly recommended!
Shirley Guo
23:08 23 Feb 22
Robin is very helpful and reliable. He helped me with my tax stuff and gave me some advice on financial management. I’m sure I’ll come in the future!
Anh Nguyen
03:18 24 Feb 22
Highly recommend their services at RA Advisory! Robin and the team do their very best to make sure that you walk out with a smile. Anyone looking for a good accountant, this is the place to go!
Abhilash John
08:30 20 Mar 22
Robin, Bhavya, and team were truly professional in their approach. Robin spend a lot of time with me, patiently answering every question that I had in terms of Investment strategies, tax returns etc.. I highly recommend them for your tax returns and general advise on tax.
nermeen Tsatsis
05:40 23 Mar 22
Great service given by Robin, went above and beyond expectations. Highly recommend. Thankyou!
Daniel Yee
02:11 29 Mar 22
Robin and his team are greatly supportive, helpful and make tax time very easy.
W K
08:18 29 Mar 22
Great service from Robin and his team. They take the time to carefully run through things with you and he's helped me clear up my prior returns and provided some great advise on financial management structures. Will definitely be staying with RA long term.
Andrew H
06:53 01 Apr 22
It has been an absolute pleasure connecting with Robin and his team. While I have found him to be highly knowledgeable and competent, Robin's true gift is a genuine interest in supporting the financial growth of his clients. I would not hesitate in recommending RA Advisory to others and look forward to our continued partnership for many years to come.
Claire Sauvage
05:30 22 Apr 22
Robin was very helpful and able to answer all questions related to preparing for tax time and which accounting systems were appropriate for my business in the community services/healthcare sector. Robin was very generous with his time and knowledge and I would recommend him to others.
See All Reviews
Home » Our Services » Self-Managed Super Funds

If you are looking to have a Self-Managed Super Fund (SMSF), we can help you. Even though the name suggests it is “self-managed”, an SMSF actually requires skilled advice and administrative assistance to make sure that the SMSF is set up and administered correctly. From our experience, some trustees find this stressful. Our SMSF service can help you design your own SMSF, tailor investments to meet your specific needs, and provide administration, accounting, taxation and audit services for your fund. We also provide quality technical advice to ensure all members achieve the maximum benefit from their SMSF.

Get A Personal Consultation

We will take care of your accounting and administrative services.

Making running your SMSF easier:

RA Advisory can provide you with cost-effective advice and administration related to your SMSF.

  • Fund and corporate trustee establishment
  • Variation of existing SMSF trust deeds
  • Pension establishment
  • Lump sum payments
  • End-of-year accounting and financial reporting
  • Income tax services
  • Business activity statements and GST services
  • Internal and external audit services
  • Limited recourse borrowing arrangements
  • Estate planning
  • Salary sacrifice arrangements
  • Plus more!

Book Free Consultation

If you have any types of query or anything that you are confused in, please feel free to book a consultation.

Contact Us

Ask Your Questions

If you have any types of query, please feel free to contact us

What is a Self Managed Super Fund?

To put it simply, a Self-Managed Super Fund, often referred to as an “SMSF”, is a superannuation option that allows you to control your own super investments. With an SMSF, you manage the fund and decide how to invest.

It gives you a wider choice of investments than in retail or industry superannuation fund options. Depending on your fund size and investments, the fees are generally lower. The flexible nature of SMSF’s allows you to benefit from the significant tax advantages that superannuation provides.

Financial Service Provide By

RA Advisory Pty Ltd

Phone: (03) 9813 0883
Email: info@raadvisory.com.au

35 Cotham Road
KEW VIC 3101

RA Advisory Pty Ltd is a Corporate Authorised
Representative No. 1269797 of Merit Wealth Pty Ltd
ABN 89 125 557 002, Australian Financial Services
License Number 409361

Robin Aggarwal is an Authorised Representative
No. 1269796 of Merit Wealth Pty Ltd ABN 89 125 557 002,
Australian Financial Services Licence Number 409361

View the current Financial Services Guide

On Behalf Of

Merit Wealth Pty Ltd

Australian Financial Services Licensee
ASIC Licence Number 409 361
ABN 89 125 557 002

Phone: 1300 785 611
Fax: 02 8916 4261
Email: contact@meritwealth.com.au
https://www.meritwealth.com.au/

Book a FREE consultation now!

Simply enter your details to book your free 15 or 30-minute phone consultation at a time that suits you.

Download Your Free 20 Page Guide

10 Must Do Steps For A Financially Secure Future

Send Us A Message

Maximise your returns with expert business accountants

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.