Managing your own super fund can feel empowering, but it also comes with responsibility. When the compliance requirements become more complex, investment decisions feel uncertain, or you simply want reassurance that everything is structured correctly, it may be time to engage SMSF support.
At C&H Accounting Group, we provide clear, practical support for trustees who want confidence in how their SMSF is managed. Our experienced team assists with compliance, tax, strategy, and ongoing oversight so your fund remains aligned with both regulatory requirements and your long-term retirement goals. By combining technical expertise with a personalised approach, we help you protect and grow one of your most important assets, giving you clarity and peace of mind for the future.
Managing Self-Managed Super Funds is one of our specialties, and we pride ourselves on delivering the highest quality service. Why? Because it allows clients like you, working hard in their careers, to take control and secure their futures.
Our in-house team of accredited Australian SMSF accountants provide structured retirement advice on the topics that mean the most, from tax and strategic guidance to financial planning and compliance overviews. Have peace of mind knowing that your biggest asset is protected and secure by leaving it to our team of experts to manage.
Look no further than our team of experienced SMSF consultants, auditors and accountants at C & H Accounting Group in Doreen and Montmorency.
Deciding on an SMSF means more than just making regular contributions to your super. That’s why we can offer technical advice and practical strategies as part of our service. We can help answer all your questions regarding property purchases and LRBA structures, as well as the finer details around your super like when you can access it. Now is the time to implement a plan for your retirement years, to ensure you and your family can continue living the stress-free life you deserve.
Setting up a Self Managed Super Fund is a significant decision. For many, it is driven by the desire for greater control, flexibility in investment choices, or a more hands on approach to retirement planning. However, establishing an SMSF requires careful structuring, strict compliance with superannuation legislation, and a clear understanding of trustee responsibilities. Getting it right from the beginning is essential.
We take care of the day to day admin that comes with having an SMSF. This service includes SMSF administrations, trustee services, reporting and tax compliance services, and SMSF software implementation.
Did you know that there are annual financial and SIS audits that must be completed with an SMSF? Our specialist team can help you manage and navigate through complex compliance issues that may arise when operating a SMSF.
As the trustee of your SMSF, it is your responsibility to keep accurate financial records and maintain compliance. Our team can help with all aspects of SMSF bookkeeping, including:
As part of the SMSF regulatory framework, you are also required to prepare financial statements for your SMSF each year. Our team can assist with the preparation of these statements, ensuring they are accurate and comply with all relevant laws and regulations.
SMSFs are subject to various tax obligations, including income tax, capital gains tax, and GST. Our team can help you understand your tax obligations and ensure your SMSF complies with all relevant laws and regulations.
This includes:
By working with our team, we can develop a strategy that maximises potential benefits, including:
At C&H, we believe managing your SMSF should feel straightforward, not stressful. Our approach centres on combining technical precision with genuine care for your long-term financial wellbeing. We take the time to understand your goals, your circumstances, and your investment preferences before making any recommendations, because no two funds are the same. From initial setup through to annual compliance and ongoing strategy, our team works alongside you as a trusted partner rather than a once-a-year compliance provider.
We also take seriously the complexity that comes with running an SMSF. With superannuation laws regularly evolving and ATO scrutiny increasing, having a team that stays current and proactive makes a real difference. Our in-house accountants, tax specialists, and financial planners work collaboratively, meaning your fund benefits from a coordinated perspective across compliance, tax efficiency, and retirement planning, all under one roof.
Initial consultation – We start with a conversation to understand your current situation, retirement goals, and whether an SMSF is the right structure for you. There is no pressure and no obligation.
Fund setup or review – Whether you are establishing a new fund or transitioning your existing SMSF to our team, we handle the structure, documentation, and compliance framework from the outset.
Ongoing management and support – From there, we take care of the day-to-day administration, annual audit coordination, tax lodgements, and strategic reviews, keeping you informed at every stage without overwhelming you with jargon.
For almost three decades, our experienced team at C & H Accounting Group have been proudly servicing our clients throughout Doreen, Montmorency and surrounding suburbs. We have a collection of experienced and knowledgeable Self-Managed Super Fund accounts, auditors, and advisors ready to develop tailored solutions that best suit your requirements and financial goals.
In working with our team, you will receive access to:
The C&H SMSF team is made up of experienced accounting and compliance professionals who support trustees through every stage of managing their self managed super fund. Led by senior SMSF specialists with extensive experience in superannuation compliance, tax, and fund administration, the team provides accurate, reliable guidance to help clients stay compliant and make informed financial decisions.
Partner
Masters of Taxation, CPA, Bachelor of Business, Registered Tax Agent, SMSF Auditor (ASIC), Public Practice Certificate, Xero Certified Advisor
Partner
CPA, Bachelor of Commerce, Registered Tax Agent, SMSF Auditor (ASIC), Public Practice Certificate, Xero Certified Advisor
Senior Accountant & SMSF Specialist
CA, Bachelor of Commerce, Xero Certified Advisor
Senior Accountant
CPA, Bachelor of Business (Accounting), MYOB Partner, Xero Certified Advisor
Accountant
CPA (ASA), Bachelor of Business (Prof. Accounting), Xero Certified Advisor
Accountant
CA, Bachelor of Business (Prof. Accounting), Xero Certified Advisor
When it comes to managing your SMSF, experience and integration matter. At C&H, our clients benefit from having accredited SMSF accountants, registered tax agents, and an in-house financial planner all working together on their fund. Rather than dealing with siloed advice, you get a coordinated team that connects compliance, tax strategy, and retirement planning from the one place.
Some of the key reasons clients choose C&H for their SMSF include:
· Integrated advice across tax and financial planning – Our in-house financial planner works directly alongside our SMSF accountants, ensuring your fund strategy and compliance obligations are always aligned.
· Accredited and registered professionals – Our team includes registered tax agents and accredited SMSF professionals, so your fund is managed to the highest standard.
· Managed audit process – We coordinate your annual independent audit through our trusted auditor network, handling the process on your behalf so there is no added stress at year end.
· Consistent, hands-on team – Your file does not get passed around. The team you engage with is the team managing your fund, keeping communication clear and accountability high.
· Local and accessible – With offices in both Montmorency and Doreen, and flexible remote options available, expert SMSF support is always within reach.
C & H Group proudly provides self-managed superfund services across Melbourne, with a strong presence in Montmorency and Doreen.
For those seeking services in Montmorency, you’ll find our office located at 14/39 Grand Blvd, Montmorency VIC 3094. You’ll find us just a 15-minute walk from Were St.
For those in the Northeastern suburbs, you’ll find us located at Level 1/100 Hazel Glen Dr, Doreen VIC 3754. You’ll find our office directly across from Laurimar Primary School and close to Laurimar Town Centre.
Whether you’re nearby or based elsewhere in Melbourne, we make expert advice simple and accessible. Alongside in-person consultations, we also offer flexible meeting arrangements via Teams, Zoom, or phone to suit your schedule.
Our team of SMSF consultants and accountants are dedicated to helping you make the most out of your managed super fund and ensure that it is compliant with ATO regulations. We strive to offer transparent fees with no hidden costs and provide comprehensive reports so that you understand the current position of your SMSF.
If you would like to learn more about our SMSF accounting services in Doreen, Montmorency and beyond, or the other services offered by our consultants and advisors, including financial planning and bookkeeping, please contact us today. Our team would be happy to discuss your needs and provide you with a personalised quote.
An SMSF advisor is a professional who helps trustees manage their Self-Managed Super Fund in line with superannuation laws and their retirement goals. This can include guidance on compliance, tax obligations, investment strategy, reporting requirements, and overall fund structure.
The right SMSF advisor provides both technical knowledge and practical oversight, helping ensure your fund remains compliant while supporting long term financial security.
Managing an SMSF typically involves support from qualified professionals such as accountants, registered tax agents, SMSF administrators, financial planners, and independent auditors. Each plays a different role, from preparing financial statements and tax returns to providing strategic advice and conducting mandatory audits.
At C&H, we provide structured support across administration, compliance, and strategic oversight, ensuring your SMSF is properly managed and aligned with your retirement objectives.
While it is not legally required to have an accountant, most SMSF trustees choose to engage one due to the complexity of superannuation legislation and reporting requirements. An accountant helps ensure your fund remains compliant, prepares financial statements and tax returns, and identifies potential tax efficiencies.
Given that superannuation is often one of your largest assets, professional oversight provides reassurance that your obligations are met and your fund is structured correctly.
There is no fixed minimum balance that makes an SMSF suitable, but it is generally more cost effective at higher balances where the fixed administration and compliance costs represent a smaller percentage of the fund.
The decision should also consider your level of engagement, investment preferences, and long term strategy. An SMSF is not just about balance size, but whether the structure aligns with your retirement goals and willingness to take on trustee responsibilities.
No. SMSF legislation requires that your fund be audited annually by an independent, approved SMSF auditor. Trustees cannot audit their own fund, nor can anyone closely associated with the fund.
This independent audit ensures compliance with superannuation laws and provides an additional safeguard for your retirement savings.
