Innovative Financial Advisors in Dubbo

Organise Your Self-Managed Superfund in Dubbo

Communication Icon

Clear & Open Communication

Mark Up Icon

Comprehensive & Sustainable Practices

Consultation Icon

First Consultation is Free

Supporting Your Retirement Goals

At Visionary Accounting, based in Dubbo, we provide comprehensive services for individuals looking to take control of their superannuation through a self-managed superfund (SMSF). Managing an SMSF can be rewarding, but it also comes with responsibilities and regulatory requirements. Our team is here to guide you from the initial setup to ongoing compliance and financial reporting. We ensure that your SMSF aligns with your long-term retirement goals by offering support in investment strategy planning, tax compliance, and administration.


In addition to Dubbo, we assist clients in Mudgee, Parkes, Forbes, Narromine, Bourke, Wellington, and Coonamble. Whether you’re new to SMSFs or seeking professional guidance to optimise an existing one, our services are designed to reduce the complexity of managing your own fund. We emphasise clear communication, helping you understand SMSF regulations and develop sound investment strategies.


With over 30 years of experience, we tailor our services to meet the unique needs of each client, providing a reliable foundation for your financial future. We also offer services across accounting, financial planning, auditing, and tax accounting. To get started with your SMSF or discuss your existing fund, book a consultation or call 02 6882 3933.

Contact Us
A Person Is Putting A Coin Into A Piggy Bank — Visionary Accounting In Dubbo, NSW
A Woman Is Typing On A Computer Keyboard While Holding A Pen — Visionary Accounting In Dubbo, NSW

Benefits of Managing Your Super

One of the biggest advantages of Managing your own superannuation through an SMSF is greater investment flexibility. With an SMSF, you can select from a wider range of investment options, including property, shares, and other assets, giving you the freedom to create a portfolio tailored to your risk appetite and financial goals.


SMSFs also offer the ability to pool super with family members. Up to six members can contribute to a single fund, allowing families to consolidate their superannuation savings and reduce fees. This pooling approach also simplifies investment management, as all members benefit from the same strategy and asset mix.

Make an Enquiry

Another Benefit Is Tax Efficiency

Another benefit is tax efficiency. With the right planning, SMSFs can help reduce tax liabilities through strategic asset selection and contributions. Additionally, income generated within the fund is generally taxed at a concessional rate, helping your investments grow faster over time.


Finally, an SMSF provides greater control over estate planning. It allows you to create a more personalised strategy for how your superannuation is distributed after your death, ensuring that your financial legacy aligns with your wishes. At Visionary Accounting, we help clients maximise these benefits by providing professional guidance and administrative support throughout their SMSF journey.

Make an Enquiry
A Person Is Writing On A Piece Of Paper Next To A Calculator And Coins — Visionary Accounting In Dubbo, NSW

Frequently Asked Questions

  • What is a self-managed superannuation fund (SMSF)?

    An SMSF is a private superannuation fund that allows individuals or families to manage their own retirement savings. Unlike traditional super funds managed by a provider, an SMSF gives you control over investment decisions. It also requires compliance with tax and superannuation regulations. At Visionary Accounting, we offer services to help with SMSF setup, compliance, administration, and investment strategy planning. Call us today at 02 6882 3933 to book a free consultation.

  • What are the responsibilities of managing an SMSF?

    Managing an SMSF involves several responsibilities, including maintaining compliance with superannuation laws, submitting tax returns, and ensuring proper financial reporting. Trustees must develop and manage an investment strategy aligned with the fund’s objectives and maintain accurate records. Visionary Accounting provides ongoing support to simplify the process, helping you meet your obligations and stay focused on your retirement goals. Contact us to learn more about our SMSF services.

  • What are the benefits of having an SMSF?

    An SMSF offers greater flexibility by allowing you to invest in a range of assets, including property, shares, and term deposits. You can also pool funds with up to six members, reducing fees and enabling a unified investment strategy. SMSFs provide tax advantages, as income within the fund is taxed at concessional rates, and allow for personalised estate planning. Visionary Accounting can help you make the most of these benefits with tailored SMSF services. Call 02 6882 3933 to book your first free consultation.

Get Advice
Share by: