Superannuation and SMSF support in Mandurah

Your superannuation is likely one of your largest assets. AMD Accountants works closely with co-located superannuation specialists to provide coordinated support for your retirement planning, SMSF administration, and superannuation strategies — all from one convenient Mandurah location.

How Our Superannuation Support Works

AMD Accountants is proud to work alongside co-located superannuation specialists who operate from our Mandurah office. This unique arrangement means you benefit from seamless coordination between your accounting and superannuation needs — without having to visit multiple offices or manage separate advisers.

Our role is to ensure your tax planning, business structures, and financial strategies align perfectly with the superannuation advice you receive. The co-located specialists handle the specific superannuation and SMSF advisory work, while we provide the accounting support that underpins it all.

This collaborative approach means better outcomes for you — your accountant and superannuation adviser are literally working side by side to help you build a secure retirement.

SMSF Services

Comprehensive accounting support for self-managed super funds, coordinated with specialist SMSF advisers for optimal outcomes.

  • SMSF annual financial statements and tax returns
  • SMSF establishment and structuring support
  • ATO compliance and regulatory lodgements

Retirement Income Strategies

Tax-aware planning to help you maximise your retirement income, working alongside specialist advisers for comprehensive strategies.

  • Tax-effective contribution and withdrawal strategies
  • Pension phase transition and income stream planning
  • Superannuation and personal tax integration

Comprehensive Superannuation Support

  • SMSF annual accounts, tax returns, and audit coordination
  • Contribution cap monitoring and tax deduction optimisation
  • Death benefit nomination reviews and estate planning integration
  • Business real property and related party transaction advice
  • Pension commencement and minimum drawdown calculations
  • Transfer balance cap tracking and excess transfer balance management
  • SMSF investment strategy review and compliance documentation
  • Coordination with co-located superannuation specialists

Why This Benefits You

One Convenient Location

Access both your accountant and superannuation specialist from our Mandurah office on Pinjarra Road. No need to travel between multiple offices or coordinate separate appointments.

Coordinated Advice

Your accounting and superannuation strategies are aligned because your advisers work together daily. This coordination leads to better tax outcomes and more effective retirement planning.

Trusted Connection

We only work with superannuation specialists we trust. Our co-located arrangement means we have an established professional relationship that directly benefits our shared clients.

Ready to Take Control of Your Retirement?

Talk to AMD Accountants about coordinated superannuation and accounting support. We'll connect you with the right specialists to help plan your financial future.

Frequently Asked Questions About Superannuation Support

Common questions about our superannuation and SMSF support services in Mandurah.

What SMSF support does AMD provide?

AMD Accountants provides the accounting side of SMSF management, including annual financial statement preparation, SMSF tax return lodgement, audit coordination, contribution cap monitoring, pension calculations, and ATO compliance documentation. We work alongside co-located superannuation specialists who handle the advisory and strategic aspects of your SMSF, ensuring a seamless and coordinated service.

How does the coordinated advice arrangement work?

Our Mandurah office is home to both AMD Accountants and trusted superannuation specialists. When you engage us, we coordinate with these specialists to ensure your tax planning, business structures, and financial strategies align with your superannuation goals. You benefit from advisers who communicate regularly, share relevant information with your consent, and work together to deliver better outcomes than you would receive from separate, disconnected advisers.

Is an SMSF right for me?

An SMSF can offer greater control, flexibility, and potential tax advantages, but it is not suitable for everyone. SMSFs work best for individuals or couples with sufficient superannuation balances, typically over $200,000 combined, who are willing to take on trustee responsibilities. Our co-located specialists can assess whether an SMSF is appropriate for your situation, while we handle the accounting and compliance requirements to keep your fund running smoothly.