Self-Managed Super Fund Services
SMSF Support in Mundaring & Dongara, WA
Managing your own superannuation fund can be a powerful way to take control of your retirement savings, but it also comes with a significant level of responsibility. At Pegasus Professional Accounting, with offices in Mundaring and Dongara, WA, we specialise in helping clients successfully manage and maintain their Self-Managed Super Funds (SMSFs). Our goal is to simplify the complexities of SMSFs so you can remain compliant with regulations while building the lifestyle you want and deserve in retirement. For more than two decades, our experienced accounting team has supported individuals, families, and small business owners with the challenges of superannuation management. Whether you are just starting out with an SMSF or have been managing one for years, we offer the expert support you need.
Why Choose a Self-Managed Super Fund?
Self-Managed Super Funds (SMSF) give you greater control and flexibility over your retirement savings compared to traditional superannuation funds. With an SMSF, you can choose where and how your money is invested, giving you the ability to tailor your investment strategy to your personal goals. However, with this control comes responsibility. As a trustee of your SMSF, you are personally accountable for ensuring that your fund complies with strict regulations set out by the Australian Taxation Office (ATO). Failure to meet these obligations can result in penalties, loss of tax concessions, or even disqualification as a trustee. That’s where Pegasus Professional Accounting steps in. We remove the stress of managing compliance and administration, allowing you to focus on making informed financial decisions.
Our SMSF Services
At Pegasus Professional Accounting, we provide a comprehensive range of SMSF services to support trustees throughout every stage of the fund’s life cycle. These include:
SMSF Administration
From record-keeping to reporting, we handle the day-to-day administration of your fund so you can focus on long-term strategy.
Trustee Obligations
We explain your responsibilities in plain English, helping you understand your legal and regulatory requirements as a trustee.
Accounts Preparation & Tax Return Lodgements
Our team ensures your accounts are prepared accurately and your tax returns are lodged on time, minimising the risk of errors or penalties.
Audit of the Accounts
We arrange for independent audits to meet statutory requirements and provide assurance that your SMSF is compliant.
Monitoring Pension Compliance
We keep a close eye on pension arrangements to ensure they remain within the rules, protecting your entitlements.
TBAR Notifications
We assist with Transfer Balance Account Reports (TBAR) to ensure your pension balances are reported correctly to the ATO.
Plain-English Advice You Can Trust
One of the key challenges of SMSFs is the complexity of the rules and obligations involved. Technical jargon and regulatory changes can make it difficult for trustees to stay on top of requirements. At Pegasus Professional Accounting, we pride ourselves on communicating clearly and simply. We explain your obligations in plain English, so you always understand where your fund stands and what actions need to be taken. Our approachable team is always available to answer your questions and provide ongoing support. We believe that by keeping you informed, you can make confident decisions about your fund and its future.
Collaboration with Financial Advisers
While we manage the accounting, compliance, and administrative aspects of your SMSF, we understand that many clients also require guidance on investment strategy. Although we do not provide investment advice directly, we can refer you to trusted, licenced financial advisers who can work with you to design and implement a strategy tailored to your needs. This collaborative approach ensures your SMSF is managed with both compliance and growth in mind.
Why Choose Pegasus Professional Accounting?
Over 20 Years of Experience
A proven track record in successfully managing Self-Managed Super Funds.
Clear and Simple Communication
We explain complex requirements in plain English.
Local Knowledge
We proudly serve individuals and businesses in Mundaring and Dongara, WA, with personalised, community-focused service.
Take Control of Your Retirement with Confidence
An SMSF can be an excellent way to take charge of your financial future, but success depends on the right advice and expert support. Pegasus Professional Accounting is here to ensure your fund remains compliant, efficient, and aligned with your retirement goals. Whether you’re based in Mundaring, Dongara, or the wider Western Australian region, our team is ready to help you manage your Self-Managed Super Fund with confidence.
SMSF Appointments & Enquiries
Contact Pegasus Professional Accounting today to learn more about our SMSF services and how we can help you achieve the retirement lifestyle you’ve been working towards.
