Caulfield Accounting & Tax Specialists


Accountants Caulfield offers a variety of services for SMSFs, including structure, setup, advice, rollovers, investments, administration and compliance. We have investment advisers who specialise in superannuation and a technical research team that provides updates and support on the latest in superannuation developments.

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How can we help?

Want to have more of a hands-on approach over your SMSF?

More and more people are realising the advantages of making their own investment decisions and taking control of their retirement strategy.

An increasingly popular way of doing this is by setting up a self managed superannuation fund (SMSF).

An SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets such as listed securities, managed investments, cash and term deposits, international equities, instalment warrants and so on.

SMSF administration & investment reporting

Our SMSF Solution is an all-encompassing investment administration and SMSF administration service that allows you to take advantage of the flexibility and control of an SMSF, but outsource the work involved in establishing and running your fund.

Your SMSF investments are managed through our Portfolio Service, which provides you with comprehensive reporting on your fund portfolio and investments, in addition to your annual member statement.

Investment reporting

Clients and their accountants can benefit from our service, which is a reporting facility that we offer for investment administration. This service makes investing easier by collecting and recording all investment information/documentation, however SMSF trustees will need to arrange annual administration of the SMSF using an accountant or administrator.

SMSF administration

Our SMSF administration only service provides fund administration without the portfolio administration. Please contact us or your Caulfield Accountants adviser to find out more.


We help with lodging your small business’ company tax return, as well as making claims for possible deductions on tax and also help with drafting your financial statements for business and tax purposes.


Are you an entrepreneur or small business owner looking for streamlined online bookkeeping services? Our expert and proactive accountants do more than clean your books, they provide strategic insights and reporting to drive growth.


Our team are passionate about helping people build their dream business which is why we’ve helped thousands of small business owners just like you gain clarity and scale to new heights. Along with our dedicated and proactive accountants, our technology-driven and cloud-based solutions help streamline your accounting requirements to directly boost efficiency in daily operations and increase business growth.

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Self Managed Super Fund Caulfield

A fresh perspective

Wealth management and strategic retirement planning is our forte. Caulfield Accountants offers a fresh perspective on growing wealth to Melbourne’s Self Managed Super Fund SMSF members and investors. Our advisers are skilled investment and lifestyle specialists.

Delivered in person

Our advisers specialise in delivering customised solutions for our clients. Our analysts are fully accredited, skilled financial investment specialists. Clients have a team of knowledgeable experts to generate tailored solutions and identify opportunities to benefit their financial plan. With your account managed from our local Sydney office, your wealth and strategy advisers can work right alongside you.

Are you questioning your investments?

In Melbourne, Caulfield Accountants' specialised superannuation services and advice will suit high-income earners with an existing SMSF or those looking to establish one.

Are you revaluing your investments or wanting to maximise your Superannuation structure? Caulfield evaluates your existing investment strategy with the aim to build a tailored solution that can help you achieve your goals. We can incorporate your existing properties or alternative assets such as art into your financial strategy too

Is your Super Fund aligned with your stage of life?

Accumulating wealth while you’re working is crucial, it provides you with more retirement options sooner.

Ensure that you are properly protecting that wealth with a sound investment strategy – one that matches your level of risk with your stage of life and ultimately generates income in retirement.

The goal quite simply is to maximise your retirement income so you can spend it on the things you love most when the time comes.


Our aim is to be Australia’s most trusted and respected financial services firm

Transparency and customised service is paramount to everything we do. You will have a wealth adviser and a strategy adviser in consultation with a team of advisers on your behalf.

Our specialised services are on hand to join the conversation with insights and expertise. We also communicate with your external professional team – accountants, solicitors – sharing insights of relevant financial developments that could influence your wealth growth. Obtaining and maintaining up to date knowledge across your team is important to us.

Our Goal

Superannuation is one of the best ways to accumulate wealth and save for your retirement. A growing number of Australians are choosing to manage their own superannuation through a Self-Managed Super Fund (SMSF) as the government encourages Australians to take responsibility for reaching their financial retirement goals.

With a SMSF you can build a more secure future by understanding your investment options and managing your investment strategy, reducing tax while obtaining tax benefits and controlling administration costs.

To address your various needs, Caulfield Accountants offer SMSF structures and superannuation accounting services to help you reach your financial retirement outcomes.  Superannuation law is a delicate area and personalised planning is required to help you reach your financial retirement outcomes.

At Caulfield Accountants we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

A Self Managed Superannuation Fund allows you to stay in charge of your super and leave the time-consuming administration and compliance to us!

Individual accounting services, wealth strategy, insurance, and financial management. Prepare and lodge your tax return with Caulfield Tax Accountants, a registered tax agent in Caulfield. Let us do the hard work, with professional advice and ensuring maximum refund and paying minimum tax.

Are you already operating or considering starting a business as a sole trader? Caulfield Tax Accountants can help as we are a 'one-stop-shop' for accounting services and tax advice for sole traders and small businesses.

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Professional Services

Providing accounting, tax and business advisory to professional services industries comes naturally to Caulfield Tax Accountants. We have a large clientele of professional services clients who seek advice and knowledge specific to their industry.

Suppliers, importers, large chain stores, changing demographics, and new sales channels all just some of the current challenges for the retail industry. We help retailers find solutions to these kinds of challenges.

Superannuation services we offer include:

  • Establishment of your Self-Managed Super Fund
  • Specialist knowledge and expertise
  • Superannuation audits
  • Advice concerning compliance matters
  • Administration of annual reporting requirements
  • Advice concerning taxation benefits
  • Advice on employer obligations
  • Commencing pensions in your Self Managed Super Fund
  • Management of your SMSF through the C&J SMSF Dashboard, our online web administration portal

Business Advisory

Building and maintaining a successful business in today’s rapidly changing environment is a balancing act. Sustaining year on year growth, while keeping up to date with commercial and legislative compliance and managing the challenges of daily business operations, places huge demands on business owners and directors.

Our specialist advisors work with you in a role to help you plan and implement contemporary business practices that will allow you to keep a close eye on the detail while not losing sight of the big picture.

Our Self Managed Super administration service can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the critical job of managing the investments of your fund.

With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.

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Financial Advisory

At Hillyer, Richeswe provides comprehensive financial advice to our clients with an enthusiastic and proactive approach. Our strong team of experienced professionals will work with you towards identifying valuable solutions on how best to achieve your goals. Caulfield Tax Accountants is a Caulfield based Chartered Accounting firm offering timely and cost-effective services to both individuals and businesses. We consist of a team of accountants and business consultants dedicated to providing the highest quality accounting, taxation, bookkeeping, and business advisory services.

Since its inception, Caulfield Tax Accountants has been at the forefront of tax and accounting, providing a broad range of services to local businesses in Caulfield. We offer Individual Tax Returns, Business Taxation and Accounting, Financial Planning, Self Managed Superannuation Funds, and Bookkeeping services.

Caulfield Tax Accountants understand Doctors and Healthcare professionals require specialist attention. Our team of experts offers friendly, industry-leading advice relating to tax, GST and compliance that will maximise your return, addressing all your financial requirements.

We have extensive experience in servicing the manufacturing industry, including the provision of accounting, information technology, and audit services, and regular periodic management reporting. Supplemented with more detailed financial analysis, this lies at the heart of astute commercial decision making.

Caulfield Tax Accountants Tax Accountants in Caulfield also specialise in helping small businesses to achieve great things. Whether you run a bar, restaurant or coffee cart, our accountants are here to offer an extensive range of accounting support services for your hospitality business.

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We have extensive experience in financial services for medium-sized trade businesses. The services we offer are all aimed at doing what really matters – ensuring your financial growth and freeing up your time so that you can enjoy life. 

We understand what farmers require to effectively manage the finances of their farming operations. We have been a leading provider of business and financial advice, taxation, and accounting services to Primary Producers and the rural sector for more than 30 years. Enquire today to find out how we can help you with your farm.

Our experience and relationship with franchise groups give us real-time insight into franchise systems and their performance. We provide franchises with business, taxation and accounting services. We can also act as consultants to the head franchisors in setting up cloud accounting & business and structures.

At Caulfield Tax Accountants, our specialist property tax accountants in Caulfield are renowned for their property tax accounting services for property investors. Our property tax accounting and tax advice extend to the various estate planning factors including ownership and control of assets.

What is a Self-Managed Super Fund?

A self managed super fund, or SMSF, is – according to ASIC’s MoneySmart website – “a private superannuation fund you manage yourself, regulated by the Australian Taxation Office.”

When you start an SMSF, you are making choices that are geared towards you taking control over your investments. When you hold an SMSF, you want to work to improve the returns that you get.

Given the potential changes to the pension that are looking likely as of January 2022, it’s more important than ever that you have your super sorted out, so you’re not struggling through your retirement.

There's no minimum balance required to set up an SMSF, but it usually becomes cost-effective once you have a balance of $250,000 or more. You will need to pay the annual supervisory levy to the ATO and arrange for an accountant to prepare the financial statements and tax return, and conduct an independent audit.

SMSFs offer great investment and tax benefits, but there are some risks to be aware of. An SMSF gives you a lot more control over your super, and allows you to invest in things like residential property. However, there are some downsides to SMSFs too.

Qualifying as an SMSF

Be a superannuation fund; Have fewer than five members; and. Have each member as either an individual trustee of the fund or the director of a corporate trustee (and vice versa). Somewhat surprisingly, only about 30 per cent of SMSFs have corporate trustees.

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