Superannuation Services in Melbourne

Q: How often should I review my superannuation strategy?

How often should I review my superannuation strategy?We recommend an annual review of your superannuation strategy. However, significant life events such as marriage, divorce, or career changes may warrant an immediate review to ensure your strategy remains appropriate. Regular reviews allow us to assess your super balance, investment options, and overall financial situation.

Q: What are the benefits of a Self-Managed Super Fund (SMSF)?

What are the benefits of a Self-Managed Super Fund (SMSF)?SMSFs offer greater control over investment choices, potentially lower investment fees, and tax advantages. However, they also come with increased responsibilities. We can help you determine if an SMSF is suitable for your situation and assist with its management, considering factors such as past performance and future performance potential of various investment options.

Q: How can I maximise my superannuation contributions?

How can I maximise my superannuation contributions?There are several strategies to boost your super, including salary sacrifice, government co-contributions, and spouse contributions. We can develop a personalised contribution strategy that maximises your super within the legal limits. This includes guidance on both concessional and non-concessional contributions to optimise your super balance.

Q: What happens to my superannuation if I change jobs?

What happens to my superannuation if I change jobs?You have options when changing jobs, including keeping your existing fund, joining your new employer's fund, or consolidating multiple accounts. We can help you evaluate these options and choose the best approach for your circumstances. Our advice considers factors such as investment fees, administration fees, and the potential future performance of different superannuation funds.

Secure Your Financial Future with Bookkept

At Bookkept, we understand the vital role superannuation plays in your long-term financial well-being. Our team of superannuation experts is dedicated to helping Melbourne businesses and individuals navigate the complexities of super, ensuring compliance and maximising your retirement savings.

We consider your personal circumstances and financial situation to provide tailored advice that optimises your super balance and future performance.

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★★★★★ Rated 5/5 | Based on 89+ Happy Clients

secure your financial future with bookkept

Superannuation Solutions for Every Stage Melbourne, Victoria

Whether you're an employee, employer, or self-employed, Bookkept offers tailored superannuation services to meet your unique needs.

We guide you through the superannuation landscape, helping you make informed decisions for a secure financial future. Our approach takes into account your super balance, investment options, and potential future performance to create a strategy that works for you.

Employer Superannuation Obligations

Managing your employees' superannuation can be complex. We simplify the process:

Calculation of Super Guarantee (SG) contributions
Timely payment processing
Compliance with SuperStream standards
Management of multiple super funds
Reporting and record-keeping assistance

Our team ensures you meet all your superannuation obligations, avoiding penalties and maintaining positive employee relations. We help you understand and manage super contributions efficiently, minimising administration fees and other costs.

Self-Managed Super Fund (SMSF) Services

Looking for more control over your superannuation? We offer a range of comprehensive SMSF services, including setting up and structuring your SMSF, managing compliance and conducting audits, developing investment strategies, planning and minimizing taxes, and handling ongoing administration and reporting.

Our team provides the expertise you need to effectively manage your SMSF, ensuring compliance with ATO regulations while maximizing your fund's performance. We'll help you navigate investment options and understand that past performance is just one factor in making informed decisions.

Business Advisory & CFO

Plans to suit your business accounting & bookkeeping needs

We don’t believe in a cookie cutter approach when it comes to billing.Our clients prefer certainty so we tailor a monthly package with defined accounting services and agree upfront. Here are some examples of what we do for our clients –

Chris - The Contractor

$220 / Per Month

See Inclusions

Emma - The Cafe Owner

$440 / Per Month

See Inclusions

Mick - The Well-Established Firm

$660 / Per Month

See Inclusions

Superannuation Strategy and Optimisation

Superannuation is a powerful tool for building wealth and securing your retirement. Our strategic services include:

We analyse your current super arrangements and financial goals to develop a tailored strategy. This may involve salary sacrifice arrangements, contribution splitting, or other optimisation techniques.
We help you navigate complex areas such as transition to retirement strategies, ensuring you make the most of available opportunities.
Our team keeps you informed about legislative changes that may impact your superannuation, allowing you to adapt your strategy as needed.

We'll help you understand the impact of investment fees on your super balance and guide you in making both concessional and non-concessional contributions to maximise your retirement savings.

superannuation strategy and optimisation

Individual Superannuation Advice

When it comes to superannuation, everyone's needs are unique. We offer personalised services, including super fund selection and comparison, consolidation of multiple accounts, contribution strategies, insurance analysis, and estate planning.

We work closely with you to create a superannuation strategy aligned with your long-term financial goals and risk profile. Our advice takes into account your current super balance, investment options, and potential future performance to help you make informed decisions.

What our clients are saying

Bookkept - Tax Agent & Accountants

5.0

Balcony Repairs Melbourne

01:40 23 Mar 26

Daniel was a recommendation from a friend, and from the first initial contact has been amazing to work with, response time has been incredible, service has been unmatched and seamless. Very highly recommend!

Judi Carr

05:19 09 Mar 26

Daniel and the Bookkept Team are extremely efficient, professional, and always quick to respond. Their advice is clear, practical, and has made managing my businesses much easier. It’s great to work with a team that is both knowledgeable and genuinely helpful.

Grace Audrey

10:41 28 Feb 26

Daniel is my favourite accountant ever. I have recommended to all my friends and they all are so relieved to finally have a good accountant. Hard to come by these days. Very grateful. Fast, thorough and reliable.

Kasia Gabrys

05:55 09 Feb 26

I have engaged Daniel two years in a row to do my taxes and he is brilliant! Super efficient with excellent advice and much better tax returns then when I use to do it on my own. I will keep on coming back for sure 🙂

Jack Tanner

01:42 17 Nov 25

Brendan has been looking after my personal and company tax the past few years. He is extremely helpful and keeps the whole process easy and painless. It's very reassuring to be able to switch off and not have to worry about that side of the business. If anything complex ever comes up, I can pick up the phone and get a quick response. I would definitely recommend using Bookkept.

Heath

08:27 10 Nov 25

Bookkept have done my taxes for the last couple years, nice and fast! They also provided good ideas to consider if my business continues to grow.

Rowena Morrow

01:06 04 Nov 25

Bookkept has looked after both the business and our personal tax for several years. Daniel answers all my questions and our financials are accurate and up to date. Tax time is easy and any issues are quickly sorted out, I am very happy to continue to work with the team.

Murray Raine

00:39 04 Nov 25

I recently had the pleasure of working with Daniel & his team at Bookkept. I would be more than happy to recommend these accountants, they were highly efficient and did a superb job sorting my accounts out. I will certainly be a return customer!

Nigel Lawrence

10:50 24 Oct 25

Excellent service, Daniel made my tax return process quick and stress-free. Very helpful and easy to work with. Highly recommend.

Kim Trembath

03:25 20 Oct 25

We have been using Bookkept (Daniel) for the past 5 years for both our Business and Personal Tax / Accounting needs. I cannot speak highly enough of the work that Daniel does for our Business. He is super prompt in answering any questions or concerns we may have. We have full confidence in the work and advice Daniel gives us. Highly Recommend!!

Matt Melb

03:15 16 Oct 25

I’ve had my personal returns managed by Bookkept for the past couple of years. Highly recommended - very knowledgeable, easy online process to provide the required pre-info and super fast response.

F45 Training Point Cook

02:43 29 Sep 25

Daniel and the team at Bookkept make everything so easy! They take all the stress out of bookkeeping and explain things in a way that’s simple to understand. Super professional, friendly, and efficient — I always feel confident everything is handled properly for our business. Couldn’t recommend them more!

Beau Defina

09:23 24 Sep 25

I had a great experience with Daniel. He was very professional, knowledgeable, and explained everything clearly. He made the process stress-free and was always quick to respond to any questions I had. I really appreciated his attention to detail and helpful advice. Highly recommend

Mahsa S

02:56 12 Sep 25

I’ve done my tax return with Daniel - Bookkept for several years now, and he has always been professional and quick to communicate, which makes the whole process smooth and easy!

Erika Carey

07:51 05 Sep 25

During my long association with DanielI found him reliable andhelpful. He is always quick to respond to my requests and his advice and information is consistent. I can highlyrecommend Daniel’s services .

Peter Carey

04:55 04 Sep 25

For several years now Daniel Heness has been looking after the accounts for my business, my Super fund and my personal affairs.I always found his work accurate and easy to understand. He is always quick to respond to my questions and ready to help.I can highly recommend Daniel's services.

Paul Kernick

06:38 03 Sep 25

Been using Bookkept for several years now and they have excellent service - very knowledgeable, reliable, and responsive. They make taxes stress-free, and I can always count on their clear advice and attention to detail.

Mark Isaacs

05:44 26 Aug 25

Dan has been managing my personal and company tax for years now and always extremely helpful. Can't recommend more highly!

Grace Cater

01:41 12 Aug 25

Daniel helped me with Tax Return this is the second year I have used this company. Highly recommend they are fast, helpful and efficient

Verno

07:39 06 Aug 25

I only speak to Daniel once a year (tax time), but it's like catching up with an old mate that has your back. He's thorough and explains where all the pieces fit together. See you next year!

Rebecca Battenally

05:55 04 Aug 25

Professional and speedy service - always recommend Daniel and the team to everyone for making tax time less painful and saving my sanity.

Crystal Huynh

03:37 30 Jul 25

Daniel has been an absolute lifesaver during tax time. He made the whole process incredibly easy and stress-free. Everything was done quickly and efficiently, without any hassle. I really appreciate how straightforward and professional he is – I always feel like I’m in good hands. Highly recommend him if you’re looking for someone reliable and fast!

Mona Ghch

02:53 30 Jul 25

I’ve been using Bookkept for my personal accounting for the past two years, and I’m extremely happy with their service. They are always professional, responsive, and easy to deal with. They make tax time completely stress-free and take the time to explain everything clearly. I really appreciate their attention to detail and how efficiently they handle everything. Highly recommended for anyone looking for reliable and trustworthy accountants!

OLUDAMILOLA OLADELE

00:50 30 Jul 25

I have been with Bookkept for about a year now and it has been a good experience. Highly recommend. The response time was fast, Daniel is very helpful, patient and ensured that I had all the proper documents needed to maximise my returns.

Julia Wu

04:27 15 Jul 25

Daniel has been incredibly generous with his time and advice. Even without being an official client at the time, he took the time to clearly explain a complex tax issue and provide practical, honest guidance. It's rare to find someone so knowledgeable, responsive, and genuinely helpful. I wouldn’t hesitate to recommend Daniel and the team at Bookkept to anyone looking for clear, reliable tax advice and professional service. Thank you again!

Abdullah Al Ahmed

05:14 25 Jun 24

I have been using Daniel & Bookkept Team for my personal & Business Tax purpose.They have been nothing but professional so far. And having them by our has been great so far.

Jayoun Lee (Youna)

04:09 19 Jun 24

Dan explained made my tax so easily, I couldn’t believe that after coming from H&R Block that this is what all those words mean! If I could tell everyone to come here I would!

Fernanda Martinez

00:07 29 Aug 22

Daniel is been always a pleasure to work with, always responsive and with a super fast turn around, see you next year Dan!

Molly Hickling

08:09 18 Aug 22

Brendan is absolutely incredible! He sorts out my mess of bookkeeping so fast, and I barely have to worry about anything! Tax time is so stress free, so grateful for such an amazing accountant!

Madden Lay

01:16 15 Aug 22

Dan is beyond fantastic!This is now our third financial year with Bookkept and our first year as business owners.As we are newly self employed we have questions for him just about every week and he is extremely helpful and patient.Dan provides detailed explanations which help us understand the rationale behind accounting processes and ATO policy and allow us to make more informed financial decisions for our business and personal investments.Running an analytics company we are very focused on numbers and Dan understand this. He continues to provide us with suggestions to optimise our tax structures and always provides logical explanations and mathematical breakdowns to support his recommendations.As the financial year has progressed our business and income structure has unexpectedly grown more complex and Bookkept has continued to support this.I can't recommend Dan and Bookkept enough!

Jared

06:14 18 Jul 22

Have used Bookkept's services for the last 3 years, always efficient, quick, and easy to work with. Will continue to use during tax time.Highly recommend.

Bridget Mary Gallagher

03:25 03 Dec 21

Daniel was professional in the handling of my tax returns, very quick and efficient and I will definitely be using his services again in the future. Thanks Daniel

Antony Meatchem

02:42 12 Oct 21

Very happy with these guys! Very friendly, professional, quick to respond and happy to give advise and help. Would definitely recommend

Rowena Layzell

12:27 05 Sep 21

Brendan was incredibly supportive and helpful in dealing with my complex tax challenges. He made the process simple, painless and quick. He also provided excellent guidance and tools to navigate the process of setting up a new business. Highly recommend him.

Lien

03:01 13 Aug 21

Brendan was very easy to communicate with and professional when working on my small business tax return, he made a tedious task a lot less stressful in my opinion. Although I took a very long time organising my end of things he never once hassled me or pressured me to hurry things along. Brendan was very patient and understanding! When it came time to submit my tax return he was very informative and answered all my questions in a way I was able to easily understand everything that was being processed. Brendan was always prompt in his response time and I'm very happy with his level of service. Will be using Bookkept moving forward for all tax lodgements and referring him to others where I can.

julie zulueta

01:51 21 Jul 21

We are so relieved to have found a great accountant. Daniel has been responsive, professional and proactive. Highly recommend the Bookkept team for both business and personal accounting.

Carly Hughes

03:07 03 Jun 21

It has been an absolute breeze working with Daniel. I was looking for an accountant that could support me with my small nutrition business. I often get confused with accounting terms e.g. GST, but Daniel takes the time to explain in simple language, so I thoroughly understand and have peace of mind.To have an accountant that works with other health professionals is an added bonus, he is confident and experienced in how healthcare sales differ from general sales in other businesses, and he is familiar with operating our healthcare software. He has made suggestions to how we can run our software more efficiently, which I didn't expect from an accountant - but has happily reduced my workload.Prior to Daniel, I have had trouble getting a hold of Accountants, waiting weeks for replies to emails. Daniel is always available for a phone call and replies to my emails very quickly.As I am a small business, I was concerned about the cost to have a book keeper and accountant involved on regular basis, but I am pleasantly surprised - and having Daniel on board is has reduced staff admin wages. So its a win win for me.Thanks for your continued help and support.

Miss Poppins

07:54 07 Dec 20

Daniel is an incredible accountant who goes above & beyond to make sure my bookkeeping is in order & that I understand what I'm doing to keep my business books in order. Cannot recommend enough. Thank you Daniel!

James Crompton

04:57 11 Sep 20

I’ve been absolutely delighted with Daniel’s proactive service, his comprehensive know-how and his personal touch. Would absolutely recommend to any small business owner just making a start in the business world, he’s gone over and above several times for me.

Katie Turner

06:42 28 Aug 20

I went to Daniel for a return with investments & rental questions, and left with advice & a nice tax refund. Would highly recommended.

Rmin Bm

02:28 28 Jul 20

Bookkept are professional, competent, friendly and caring tax agents. they make the process of tax assessments easy and relaxed. I would recommend them to anyone.

Hamish Gleeson

21:07 27 Dec 19

I was processing the payroll in my business manually and BAS time was a nightmare.Brendan setup Xero and we are now reporting through single touch payroll. Handing over the administration of my business to Bookkept is one of the best decisions I’ve made.I wish I had of called sooner

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FAQ About Our Service

How often should I review my superannuation strategy?

Can Bookkept help with superannuation compliance for my business?

What are the benefits of a Self-Managed Super Fund (SMSF)?

What are the benefits of a Self-Managed Super Fund (SMSF)?

SMSFs offer greater control over investment choices, potentially lower investment fees, and tax advantages. However, they also come with increased responsibilities. We can help you determine if an SMSF is suitable for your situation and assist with its management, considering factors such as past performance and future performance potential of various investment options.

How can I maximise my superannuation contributions?

How can I maximise my superannuation contributions?

There are several strategies to boost your super, including salary sacrifice, government co-contributions, and spouse contributions. We can develop a personalised contribution strategy that maximises your super within the legal limits. This includes guidance on both concessional and non-concessional contributions to optimise your super balance.

What happens to my superannuation if I change jobs?

What happens to my superannuation if I change jobs?

You have options when changing jobs, including keeping your existing fund, joining your new employer's fund, or consolidating multiple accounts. We can help you evaluate these options and choose the best approach for your circumstances. Our advice considers factors such as investment fees, administration fees, and the potential future performance of different superannuation funds.

Get In Touch Today

Get in touch by filling out the form below or simply call (03) 8568 3606!