Business Details
28 Years
experience
Expert SMSF Compliance Services in Subiaco
Established by Greg Bentley, a chartered accountant with over 25 years of experience in superannuation, Opulen Accounting & Superannuation specialises in administration, audit, taxation, and compliance services for self-managed superannuation funds (SMSFs). Our team provides tailored solutions to trustees, financial planners, and accountants, ensuring adherence to regulatory requirements while prioritising client education and technical excellence. With specialist qualifications from the SMSF Association and the Tax Institute, we deliver precise compliance services, including financial statement preparation, tax lodgements, and independent audits.Our commitment to industry leadership is demonstrated through regular technical presentations and a client-centric approach that emphasises transparency and expertise. As a trusted advisor, we focus on empowering clients to manage their retirement futures effectively through SMSF structures.
Services
Annual Compliance
Audit Services
Taxation Advice
Fund Establishment
Pension Commencement
Rollover Assistance
Borrowing Arrangements
Fund Winding Up
Details
- Year established: 1998
Highlights and features
- 25+ years of specialist SMSF experience
- Chartered accountants with SSA and CTA qualifications
- Award-winning technical expertise in superannuation
- Comprehensive compliance and audit services
- Client-focused approach with tailored solutions
Associations and certifications
- SMSF Association
- Tax Institute
Services
Annual Compliance
We provide comprehensive annual administrative compliance services for self-managed superannuation funds (SMSFs). Our process includes financial statement preparation, member benefit statements, and tax return lodgements. With specialist expertise, we ensure adherence to regulatory requirements while maintaining clear communication with trustees and auditors.
Audit Services
Our independent audit services cater to SMSFs with a focus on accuracy and regulatory alignment. We complete annual audits, address compliance queries, and provide technical guidance to ensure fund integrity. Our auditors hold specialist qualifications from the SMSF Association.
Taxation Advice
We offer specialist taxation advice for SMSFs, including contribution strategies, pension structuring, and actuarial certificate arrangements. Our team ensures compliance with ATO requirements while optimising tax outcomes for trustees through proactive planning.
Fund Establishment
We assist in establishing self-managed superannuation funds with tailored trust deed structures. Our services include compliance documentation, registration processes, and initial tax setup to create a robust foundation for SMSF management.
Pension Commencement
We guide trustees through commencing account-based pensions and transition-to-retirement strategies. Our advice ensures compliance with pension payment rules while optimising retirement income streams for fund members.
People
Greg Bentley
Founder & Chartered Accountant
Greg Bentley is a chartered accountant with over 25 years of SMSF expertise. He holds Specialist Advisor (SSA) and Specialist Auditor (SSAud) qualifications from the SMSF Association, along with a Chartered Tax Advisor (CTA) designation. Greg is a former national SMSF Association CEO Scholarship recipient and regularly presents on superannuation compliance topics.
Questions
What SMSF services do you specialise in?
We specialise in annual compliance, audit services, taxation advice, fund establishment, pension commencement, and borrowing arrangements for self-managed superannuation funds.
Are you qualified to handle SMSF compliance?
Yes, our team holds specialist qualifications from the SMSF Association and the Tax Institute, including SSA, SSAud, and CTA accreditations.
How do you support financial planners?
We provide administrative and compliance services directly to financial planners, offering technical expertise and streamlined processes for SMSF management.
Can you assist with SMSF audits?
Yes, we conduct independent annual audits for SMSFs with a focus on regulatory compliance and technical accuracy.
What areas do you service?
We primarily service clients in Subiaco, WA, and the broader Perth metropolitan area.
