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BM&Y Superannuation Services

For most Australians, superannuation is one of their biggest investments. At BM&Y, we have a team of professionals dedicated to self-managed superannuation funds.

We can help you establish a self-managed superannuation fund, prepare and lodge income tax returns, financial statements and audits.

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Superannuation Services

See the range of superannuation services provided at BM&Y Chartered Accountants.

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Since 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.In order to provide licensed advice to our clients, BM&Y has chosen to be authorised through the SMSF Advisers Network Pty Ltd – the Australian Financial Services License of the National Tax and Accountants’ Association (NTAA).

The SMSF Advisers Network license supports our practice for in providing advice on:

  • Establishment of SMSFs
  • Contribution strategies (amounts, types, withdrawal and recontribution)
  • Pension strategies (account based and transition to retirement)
  • Transfer of business real property into superannuation
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Winding up of SMSFs

The people at this practice authorised by the SMSF Advisers Network to provide superannuation and self managed superannuation fund advice are:
Karan Mehta – Authorised Representative No. 1245112
Melvin Wong – Authorised Representative No. 1245111
David Carson – Authorised Representative No. 1250423
Jason Chong – Authorised Representative No. 1255260

Click here to view our Financial Services Guide

If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.


BM&Y Financial Services Pty Ltd is a Corporate Authorised Representative No. 124 5110 of SMSF Advisers Network AFSL No. 430062. The SMSF Advisers Network Pty Ltd ABN 64 155 907 681 is an Australian Financial Services Licensee, license number 430062, and is a fully owned subsidiary of the NTAA.The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds. Our practice is pleased to be a member of this association, and benefits from the education they provide.

Client Testimonials

“We would like to recommend Kellee and her team at BM&Y Chartered Accountants and Business Advisors to anyone requiring sound financial advice.

Kellee has always been prepared to make time for us to investigate business ideas and to offer experienced and constructive feed back on taxation implications and superannuation matters.

She has demonstrated a sound networking approach to gain additional expertise on the odd occasion when we have needed this.

We have always felt secure in the knowledge that Kellee has kept up to date with the ever changing rules and regulations associated with the overall taxation system, and would highly recommend both Kellee and the team at BM&Y to guide you”



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