Chartered accountant tax accountant hawthorn

Essential Tax and Accounting Superannuation Services


Registered Tax Agent Hawthorn

Our Services - Superannuation

We offer all traditional accounting and taxation services including tax compliance and reporting for individuals, trusts, companies, partnerships, and superannuation funds and cater for clients and client groups of all sizes in all industries. Fixed price fee arrangements for most services, agreed up front, mean you pay for what you get, not how long it takes.

Essential Tax and Accounting offers services for Self-Managed Superannuation Funds, including:

  • Establishment of Self-Managed Super Funds

    • Acquisition of complying Trust Deeds and amendments to Trust Deeds

    • Acquisition of Corporate Trustee (if required)

  • Annual administration of your Fund

    • Preparation of Financial Statements

    • Preparation and Lodgement of Income Tax & Regulatory Return

    • Member Statements and account balance information

    • Coordination of Annual Audit through independent external auditor

  • Conversion to Pension Phase and advice on minimum pension requirements

Note:  Establishment of a Self-Managed Super Fund should be considered as part of a broader financial and retirement strategy, for which you should seek the assistance of a licensed financial planner.

Chartered Accountant Hawthorn

Essential T&A Pty Ltd (ABN 81 161 422 199) trading as Essential Tax and Accounting - Suite 2/650 Burwood Road, Hawthorn Vic 3122 - (03) 9813 2100    Disclaimer