03 5221 0779
ATTENTION: SELF MANAGED SUPER FUND OWNERS (AND FUTURE OWNERS)
TAKE CONTROL OF YOUR SUPER WITHOUT THE ADMIN STRESS
Work with a proactive team of specialists who want you to win at life.
With decades of experience, find out why our SMSF clients love the PAL experience.
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TESTIMONIALS
What our clients say
Marc and the team at PAL Accounting have been with us every step of way, they are always available when we have any queries, take the time to explain things in an easy to understand manner. They are professional, efficient and effective in their approach to our accounting needs.
We have been clients of PAL Accounting for over 15 years. While their name may have changed, their commitment to providing timely, accurate, tailored advice hasn’t. As our business grows, they understand our challenges, changing business needs and provide valuable insight to best manage increased governance responsibilities. PAL’s personalised approach and wealth of knowledge means that we cannot recommend them highly enough. Keep up the great work.
We have recently changed accountants to PAL Accounting and couldn’t be happier. Marc and the team are always responsive and help us when we need. They have also been proactive with suggestions and feedback as we try to grow our business. Very happy with the pricing also.
I have been a client of Peter’s for close to 10 years. His wealth of knowledge has been a huge advantage for the business as we have grown over the years. I also consider Peter a good friend and could not recommend him and the team enough.
PAL Accounting are very helpful and quick to respond. They have assisted us for years and give great advice for our financial needs.
Marc and team are great at helping me sort through the noise. Couldn't recommed them highly enough.
For Self Managed Super Fund Owners who want more support & less stress
I want an accountant who:
EXPLAINS THINGS IN PLAIN ENGLISH
IS PROACTIVE
wants me to win at life
HAS DEEP SMSF EXPERIENCE
pROVIDES END TO END SUPPORT
PROVIDES TRANSPARENT PRICING
STILL NOT SURE?
Frequently Asked Questions
Here's what we usually get asked
How much experience do you have working with SMSF's?
I have over 20 years of experience working with SMSFs as both a tax agent and an auditor. I’ve seen just about everything in that time and picked up plenty of tips and tricks along the way.
We currently look after more than 200 SMSF clients.
How much does it cost to setup an SMSF?
Setup costs vary depending on a number of factors, including the type of trustee and what you plan to invest in.
We can prepare a tailored proposal based on your needs.
We offer a complete setup service, taking care of everything from start to finish. That includes helping you open bank accounts and transferring your super from your existing fund into your new SMSF.
What are the ongoing costs?
Ongoing costs include the annual preparation of financial statements and tax returns, plus audit fees, the ATO levy, and ASIC fees (if your SMSF has a company trustee).
Each year, we’ll provide an upfront fee proposal for preparing your financial statements and tax return, so you’ll always know what to expect. Costs vary depending on the number of transactions and types of investments in your fund - some take more time and work than others.
We’ll also pass the auditor’s invoice directly to you. Some SMSF providers bundle the audit into their fees and add a margin, but we believe in transparency - you see exactly what you’re paying for.
The ATO levy is payable to the ATO with your tax return each year.
ASIC fees are payable if your SMSF has a company as trustee. These are paid directly to ASIC each year.
What do you do that's different to other accounting firms?
Over the years, I’ve noticed that many accountants like to confuse clients with jargon to justify their fees. At PAL, we do the opposite - we keep things simple. We explain everything in plain English, there’s no “accountant chat,” and there’s no such thing as a silly question. We take the time to make sure you actually understand what’s happening in your fund.
We’re also proactive about finding ways to help you get ahead - whether that’s improving your investments, saving tax, or spotting other opportunities along the way. We don’t just prepare your tax return and send the invoice; we look for ways to make your situation better.
And when it comes to fees, we’re always upfront. No hidden costs. Ever.
How much do I have to do?
All you need to do is look after your investments and keep paperwork for 5 years. We take care of the rest.
What's the process from here?
Step 1: Book a discovery call.
A quick 10–20 minute chat to understand your needs and how we can help.
Step 2: We prepare a tailored proposal.
You’ll get a clear, customised proposal based on your goals and situation.
Step 3: Meet to discuss.
We’ll catch up - either in person or on Teams - to walk through the proposal and answer any questions.
Step 4: Join the PAL journey.
If you’re happy to go ahead, we’ll get you signed up and ready to start.
How We Support Our SMSF Clients
SMSF Setups
Get your SMSF setup quickly and easily.
We hold your hand through the whole process to ensure you get going as soon as possible and with all the required tools to have a successful SMSF.
Client Kick-Off Session
We start with a deep dive into your current situation
and goals so we can tailor our advice, set meaningful targets, and help keep you accountable throughout the year.
Admin & Support
We handle all the admin and monitor your fund year-round, staying proactive with advice on tax, investments, and estate planning so you’re never caught off guard.
Annual Tax Compliance
We take care of the entire compliance process - from financials to tax returns - so you can relax knowing everything’s handled accurately and on time.
Audit
SMSF's need to be audited annually by an independent auditor. We manage the entire process for you with no hassle to you. You wouldn't even know you've been audited.
Annual General Meeting
Each year we sit down to review your progress, update your goals, and identify opportunities to improve your strategy moving forward. It's also an opportunity to lean into our expertise and ask any questions you have.
Ready to get started?
MEET THE managing directoR
Hey, I'm Marc
I help self managed super fund owners setup and manage their super funds without the stress and hassle.
20 + Years Experience in SMSF's
CPA
Registered Tax Agent
Registered SMSF Auditor
