Business Details
Specialist SMSF Accounting Solutions in Subiaco
Established to address the growing need for specialized superannuation expertise, Opulen Accounting & Superannuation brings decades of focused experience to self-managed superannuation funds (SMSFs). Our team combines technical mastery with practical insights gained from over 25 years of advising trustees, financial planners, and accountants across Australia. We maintain rigorous professional standards through continuous education and active participation in industry development, regularly contributing technical knowledge to peers and regulatory bodies. Our services span the full lifecycle of SMSF management, from establishment to compliance auditing and tax optimization strategies.With a client-centric approach, we deliver tailored solutions that align with evolving regulatory requirements and individual retirement goals. Our commitment to excellence is demonstrated through specialized qualifications including Specialist Advisor (SSA), Specialist Auditor (SSAud), and Chartered Tax Advisor (CTA) accreditations. As a chartered accounting firm, we uphold the highest ethical standards while providing transparent, jargon-free advice to help clients maximize their retirement outcomes.
Services
Annual Compliance
Audit Services
Taxation Advice
Fund Establishment
Pension Structuring
Regulatory Compliance
Highlights and features
- We have over 25 years of specialized superannuation experience
- Our team holds Specialist Advisor (SSA) and Specialist Auditor (SSAud) qualifications
- We provide transparent, jargon-free compliance and taxation advice
- We offer end-to-end SMSF management solutions
- Our principal regularly presents technical updates to industry professionals
Associations and certifications
- Chartered Accountants Australia and New Zealand
- SMSF Association
Services
Annual Compliance
We provide comprehensive annual compliance services for self-managed superannuation funds. Our process includes financial statement preparation, member benefit reporting, and regulatory lodgement. With expert knowledge of current ATO requirements, we ensure complete compliance while minimizing administrative burdens for trustees.
Audit Services
Our specialist auditors deliver independent assurance services for SMSFs. We conduct thorough examinations of fund operations, investment strategies, and compliance with superannuation regulations. Our audit process identifies potential issues early and provides practical solutions to maintain fund integrity and regulatory compliance.
Taxation Advice
We offer expert taxation guidance tailored to self-managed superannuation funds. Our services include strategic tax planning, income tax return preparation, and advice on contribution strategies. Our qualified tax advisors help optimize tax outcomes while ensuring adherence to evolving legislative requirements.
Fund Establishment
We assist in establishing new self-managed superannuation funds with complete documentation and compliance frameworks. Our service includes trust deed preparation, ABN registration, and initial investment strategy development. We ensure proper foundation setup to support long-term fund success and regulatory compliance.
Pension Structuring
Our specialists design optimal pension structures for SMSF members. We provide guidance on transition to retirement pensions, account-based pensions, and tax-effective income strategies. Our approach balances compliance requirements with personalized retirement income solutions to maximize member benefits.
People
Greg Bentley
Principal
With over 25 years in superannuation, Greg holds Specialist Advisor (SSA) and Specialist Auditor (SSAud) qualifications. He is a Chartered Tax Advisor and former SMSF Association CEO Scholarship winner, providing technical expertise to industry professionals.
Questions
What SMSF services do you specialize in?
We specialize in annual compliance, audit services, taxation advice, fund establishment, and pension structuring for self-managed superannuation funds.
How are you different from general accountants?
We focus exclusively on SMSF compliance and taxation, maintaining specialist qualifications including SSA, SSAud, and CTA accreditations through ongoing professional development.
Can you help establish a new SMSF?
Yes, we provide complete SMSF setup services including trust deed preparation, regulatory registrations, and initial compliance documentation tailored to your specific needs.
Do you provide audit services directly?
Our specialist auditors deliver independent SMSF audit services, ensuring compliance with regulatory standards while providing practical solutions for fund trustees.
What taxation expertise do you offer?
We provide strategic tax planning, income tax return preparation, and contribution strategy advice specifically for self-managed superannuation funds.
How do you stay updated on superannuation changes?
We maintain specialist qualifications through continuous education and actively participate in industry forums and technical presentations to ensure current knowledge.
