Melbourne office Ground Floor, 68-72 York Street, South Melbourne VIC 3205
Phone (03) 8548 6454
29+ Years advising Australians
6,000+ Clients across the country
$2.5B Funds under advice
6 Offices nationally
— SMSF in Melbourne
A specialist SMSF team, not an afterthought.
A self-managed super fund gives you control — but it also brings real responsibility for strategy, compliance and administration. Plenty of firms treat SMSF as a sideline. AGS runs a dedicated SMSF division of more than 500 active funds, so Melbourne trustees get genuine specialists rather than a generalist doing the odd fund.
The team delivers everything online through the Class platform: establishment, investment and contribution strategy, annual administration, audit coordination and compliance. Online delivery is a deliberate strength — your fund data stays current, reporting is fast, and administration is more efficient and cost-effective than a manual approach.
And because SMSF sits alongside AGS's financial planning and accounting teams, your fund strategy is coordinated with your wider plan — with the advisers at our South Melbourne office on hand whenever you want to meet in person.
— What we do
How we help Melbourne and Victorian trustees
SMSF establishment & strategy
Advice on whether an SMSF suits you, then setting up the fund and trustee structure the right way.
Learn more →Fund administration
Day-to-day administration on the Class platform — current data, clean records and fast reporting.
Learn more →Annual compliance & audit
Annual return, financial statements and independent audit coordination to keep your fund compliant.
Learn more →Investment strategy
Documenting and reviewing your fund's investment strategy in line with the rules and your goals.
Learn more →Limited recourse borrowing
Guidance on borrowing to acquire property or assets inside super, structured correctly.
Learn more →Pension & retirement phase
Moving the fund to pension phase, drawdown strategy and the associated compliance.
Learn more →— Local knowledge
SMSF expertise for Victorian trustees.
Melbourne has a high concentration of professionals, business owners and self-funded retirees — exactly the people for whom an SMSF can add the most value, and for whom getting the strategy and compliance right matters most. AGS's specialist team has the scale and systems to serve Victorian trustees efficiently online.
From professionals in South Yarra, Richmond and Port Melbourne to established families in Toorak, Hawthorn and Camberwell and retirees across the inner suburbs, we look after Melbourne trustees — with specialist SMSF advice and efficient online administration, plus the option to meet at our South Melbourne office.
Book a free initial discussion— Also in Melbourne
One team, every service.
Financial planning in Melbourne
Retirement, wealth creation, super and insurance advice from our South Melbourne office.
Learn more →Accounting & tax in Melbourne
Tax returns, BAS, bookkeeping and business advisory.
Learn more →Mortgage broking in Melbourne
Home loans, refinancing and investment lending.
Learn more →— Questions answered
SMSF in Melbourne
— your questions.
Can't find what you need? Call us on (03) 8548 6454.
How is SMSF advice and administration delivered for Melbourne clients?
By AGS's specialist SMSF team, delivered online. The team operates from our Hurstville office and manages funds on the Class platform — so Melbourne trustees get real-time visibility, efficient administration and specialist advice without paperwork or office visits. Your SMSF work is coordinated with the advisers at our South Melbourne office.
Do you handle both SMSF strategy and the annual administration?
Yes — both, under one roof. We advise on whether an SMSF suits you and on investment, contribution and pension strategy, and we handle the ongoing administration, annual return, audit coordination and compliance. Having advice and administration in one specialist team is what keeps an SMSF efficient and compliant.
What's the advantage of your online (Class) delivery for Victorian clients?
Efficiency and transparency. Running funds on Class means your data is current rather than months old, reporting is faster, and administration costs less than a manual, paper-based approach. You can see where your fund stands at any time — and you don't need to travel interstate for your SMSF work.
How many SMSFs does AGS look after?
Our specialist division manages over 500 active funds. That scale means deep, current expertise in SMSF compliance, ATO requirements and strategy — and the systems to administer funds accurately and efficiently for Melbourne trustees.
Can my Melbourne financial planner and my SMSF specialist work together?
Yes — that's a core strength of AGS. Your South Melbourne financial planner and the SMSF specialist team work together as one firm, so your fund strategy, contribution planning and pension phase are all coordinated with your broader financial plan.