29+ Years advising Australians
6,000+ Clients across the country
$3.8B Funds under advice
8 Offices nationally
— SMSF Advice in Parkdale
A specialist SMSF division behind your local adviser.
Running a self-managed super fund well takes scale and systems. Your Parkdale adviser is your local point of contact, backed by AGS's dedicated SMSF division, which administers more than 500 funds.
That team handles strategy, administration, compliance and the annual audit, coordinated with your financial plan, tax and estate arrangements. For bayside trustees it means specialist SMSF depth with a local relationship, rather than a general accountant doing a fund on the side.
Fund administration runs efficiently online via Class, with meetings at the Chandler Street office in Parkdale or by video.
— What we do
How we help Bayside Melbourne trustees
SMSF strategy & setup
Advice on whether an SMSF suits you, and correct establishment if it does.
Learn more →Administration & compliance
Annual accounts, tax and compliance managed online via Class.
Learn more →Independent audit
Coordinated annual audit to keep the fund compliant.
Learn more →Pension phase
Moving the fund into pension phase and drawing a tax-effective income.
Learn more →Contribution strategy
Concessional and non-concessional planning within the caps.
Learn more →SMSF estate planning
Binding death benefit nominations and succession coordinated with your will.
Learn more →— Local knowledge
SMSF advice for bayside Melbourne.
Bayside trustees are often established professionals and business owners with the balances that make an SMSF worthwhile, and some want commercial or business property in the fund. Those are exactly the structures our SMSF specialists handle, coordinated through your local Parkdale adviser.
Serving Parkdale, Mentone and Mordialloc through to Cheltenham, Beaumaris and Sandringham, we work online via Class and meet at the Chandler Street office when it suits.
Book a free initial discussion— Also in Parkdale
One team, every service.
— Questions answered
SMSF Advice in Parkdale
— your questions.
Can't find what you need? Call us on (03) 9580 6900.
Is SMSF work handled at the Parkdale office?
Your local Parkdale adviser is your point of contact, backed by AGS's dedicated SMSF division that administers 500+ funds. Strategy, administration, compliance and audit are handled together, with meetings at Chandler Street or by video.
Can I hold property in my SMSF?
Often yes. Business real property can be held in an SMSF, and the rules around limited recourse borrowing and in-house assets all matter. These are structures our SMSF specialists handle regularly.
How is the fund administered?
Administration runs efficiently online via Class, with annual accounts, tax and compliance handled by a dedicated team and an independent audit each year. You can meet your adviser in Parkdale or work with us by video.
Can you coordinate SMSF with my planning and tax?
Yes. As part of AGS, your SMSF, financial planning and accounting are coordinated, so contributions, pension phase and tax are handled together rather than separately.
What is the history of the Parkdale office?
The Parkdale office was Hartley Financial's Melbourne base, acquired by AGS along with Tax & Wealth in September 2026. The local team now serves bayside clients, backed by AGS's specialist SMSF, planning and accounting teams.