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Our experience means we don’t provide answers first.

We ask questions first.

We gain a thorough understanding of the needs you want your Self-Managed Superannuation Fund to fulfil.

Then we provide advice based on experience and research so you can make decisions about how your accumulated superannuation can support your future.

About

Wealth by SMSF has been providing accountancy services to Australians with a self-managed superannuation fund (SMSF) since 2016.

Wealth by SMSF Director, John Dimas, has over 20 years of accounting services experience, with a specialisation in SMSF. Throughout John’s career he has built a strong understanding of SMSF trustee requirements, establishing Wealth by SMSF to provide a trusted, customer focused service.

You can feel safe in the knowledge that John will provide you with industry specific and contemporary information to support you manage your superannuation and financial future.

Services

Accountancy services provided as an SMSF Tax Agent:

  • SMSF: Fund Establishment
  • SMSF: Financial Statement Preparation and Tax Return Lodgement
  • SMSF: Liaison with SMSF Auditor
  • Taxation: personal and business tax return, preparation and lodgement
  • Book keeping

Need more than just SMSF accountancy support? Wealth by SMSF can also help with generalist accountancy and book keeping needs.

Prior to beginning your work, Wealth by SMSF Director, John Dimas, will provide you with clarity and certainty around service fees.

Contact

Join John for a coffee and find out how Wealth by SMSF can work with you to secure your financial future.