SMSF Financial Advisory Services Sydney
- Owner-Operated By Rafal
Deal directly with your accountant. - No Juniors Or Call Centres
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Speak directly with Rafal about your tax, bookkeeping or business accounting needs.
Hi, I’m Rafal
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- 10 +Years of Helping Businesses
- 2000 +Business Clients
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What Our Customers Say
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Miroslaw Zawadka
We’ve been working with Rafal for the past two years, and I couldn’t be happier with his services. He’s incredibly reliable, always professional, and takes the time to explain things in detail. One of the best parts is that he speaks both Polish and English, which makes communication a breeze. Highly recommend him for anyone looking for an experienced and trustworthy accountant!
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Damian Liszka
I have been using the Tax Accounting Group for over one year. I am very pleased with the professionalism of Rafal’s services. He is very knowledgeable and has a lot of passion for his work. As a small business owner I highly recommend the Tax Accounting Group to anyone who wants outstanding tax services.
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Mike Daws
Raf has been taxing care of my company’s tax for the last few years. A big positive change from the previous two tax agencies I had tried. Raf takes a personal, hands-on attitude – I feel as though he treats my company accounting as though it were his own. Raf is extremely knowledgeable and helpful.
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Camellia Nguyen
It was such a relief for me to let Raf do all of my tax return in the past few years. There is alot of thing I don’t know about doing a proper tax return. Since I used Raf’s service, I received a much bigger return that I had previously. One less thing to worry about every financial year: check!
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Cuba Daniel
I’ve been through several different accountants in the past and no other accountant put so much time and effort into understanding my family businesses including our complex family business structure than Tax Accounting Group and Raf in particular. My family had overdue returns, my businesses had messy accounts (despite paying bookkeppers) and I always felt like I was overpaying my taxes. Raf and his team not only brought all my accounts up to date and prepared all my outstanding business returns but Raf also made sure I understood what he was doing. He even found some errors in my already lodged tax returns and amended them saving me a couple of thousands! Raf is very responsive and would always promptly answer every question I had. He knows his stuff and is very easy to talk to. Thank you for your hard work!
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Adrian Taylor
I have used Raf for my personal tax returns over the past couple of years. He is extremely helpful and knowledgeable regarding the process and made suggestions on things we could claim for that my wife and I never even considered previously. I have typically taken a DIY stance when it came to tax returns prior to going through Tax Accounting Group; though this often meant i only got to claim back a couple of hundred dollars in previous years. This time i got a $3000 refund and last year $2500. So for the price I paid for engaging Raf to do my last couple of tax returns, it was worth it many times over. Definitely recommend others to use them and in doing so support this local small business.
You are not asking whether the SMSF paperwork can be done.
You are asking whether the fund is being run in a sensible way.
Can the fund accept this contribution? Is the pension paperwork clear? Will selling an asset create a tax issue? Is the fund’s property, share portfolio or bank activity being recorded properly? Are the trustee decisions documented well enough to support the annual return and audit? Does another adviser need to be involved before the fund acts?
I’m Rafal Slowinski, Director of Tax Accounting Group Pty Ltd. I help SMSF trustees in Sydney understand the accounting, tax and compliance side of fund decisions before those decisions become hard to explain later.
SMSF advice should be clear about what is being advised on. My work focuses on the tax, accounting, administration and compliance side of your SMSF. If the question involves financial product advice, investment recommendations or personal financial planning, I will tell you when a licensed financial adviser should be involved.
The Line I Will Not Blur
Rafal Slowinski is a highly accomplished tax specialist and the Director of Tax Accounting Group Pty Ltd. With a robust academic foundation featuring a degree in Accounting and Tax Law from the University of New South Wales, Rafal has dedicated his career to demystifying complex tax structures for the Australian business community.
To date, Rafal has partnered with over 2,000 businesses, delivering tailored accounting solutions and sophisticated, compliant tax minimisation strategies. Known for his proactive approach, he specialises in identifying hidden efficiencies, safeguarding wealth and helping businesses solve their most critical financial and regulatory challenges.
In an SMSF conversation, I do not pretend every question belongs to one adviser.
Some questions are accounting questions. Some are tax questions. Some are trustee-documentation questions. Some require audit support. Some require a licensed financial adviser or solicitor.
My job is to help you see which part of the SMSF issue sits in the tax and accounting space, then make that part clear, organised and properly supported.
Start With The Trustee Decision
Most SMSF advice questions begin with a decision the trustee wants to make.
A member may want to contribute more money. The fund may be moving into the pension phase. A property may be bought, sold or repaired. Shares may be sold at a gain. A related-party issue may need review. A trustee may want to know whether the fund records support what has already happened.
Before the accounting can be right, the decision needs to be understood.
What did the trustee decide? When did it happen? Which member does it affect? What documents exist? Does the fund deed, investment strategy, tax position or audit process need attention? Is another adviser already involved?
Those questions help keep the advice practical instead of turning SMSF work into a pile of disconnected forms.
SMSF Advisory Services in Sydney
SMSF advisory services in Sydney can help trustees understand how fund decisions affect tax, accounting, reporting and annual compliance.
Rafal can assist with SMSF tax matters, contribution records, pension documentation, member balances, investment income, capital gains tax, property-related records, fund expenses, trustee documents, annual accounts, audit preparation and tax return information.
This is not investment picking.
I do not tell you which shares, funds or property to buy. I help with the tax and accounting consequences of what the fund is doing, and I work with licensed financial advisers or solicitors where their advice is needed.
That distinction matters because SMSF trustees carry responsibility for the fund. Advice should help you understand the right part of the problem, not blur the boundary between tax, accounting, financial planning and legal work.
When Contributions, Pensions Or Withdrawals Raise Questions
SMSF member activity needs careful handling.
A contribution may need to be recorded for the right member and year. A pension payment may need supporting records. A withdrawal may need to be understood in light of the member’s position. A fund moving between the accumulation and pension phases may create extra accounting and tax questions.
These are not just bank transactions.
They affect member balances, annual accounts, tax return information and audit support. If the fund’s paperwork does not explain what happened, the annual process becomes harder, and the trustee may be left trying to reconstruct decisions later.
I help trustees bring member activity, documents and accounting treatment into a single, clearer view.
Property, Shares And Tax Inside The Fund
SMSFs often hold assets that create tax and record-keeping questions.
A share sale may create a capital gain or loss. Dividends may include franking credits. A rental property may involve rent, repairs, insurance, loan records, rates and agent statements. A managed fund may issue annual tax information after the year has ended.
If the fund owns several assets, the paperwork can quickly spread across brokers, banks, property managers and platforms.
As a self-managed super fund specialist advisor in Sydney for tax and accounting matters, Rafal can help review the records supporting the fund’s income, deductions, capital gains, member balances and annual compliance position.
The fund’s investment choices may be best left to a licensed financial adviser. The accounting and tax treatment of those choices still needs to be handled properly.
When The Auditor Or ATO Raises A Question
Sometimes SMSF advice is needed when someone asks for an explanation.
The auditor may ask for supporting documents. The ATO may query a lodgement or compliance issue. A prior-year account may not make sense. A trustee may realise that a decision was made without enough paperwork at the time.
In that situation, the first step is to gather the evidence.
Rafal can help review the accounting file, fund documents, bank records, investment statements, contribution details, pension records and prior-year information so the issue can be understood before a response is prepared.
If the issue needs legal advice, investment advice or specialist SMSF compliance input, Rafal can help keep the tax and accounting side organised while the right adviser deals with their part.
Ask Before The Fund Acts
If you are searching for an SMSF financial advisor in Sydney, it may help to break the question down.
- Do you need investment advice?
- Do you need tax advice?
- Do you need accounting records prepared?
- Do you need audit-support documents?
- Do you need a solicitor to review the deed or trustee issue?
If your question is about the SMSF’s tax, accounting, records, annual compliance or how a trustee decision will be reflected in the fund accounts, Rafal can help.
If your question is about which investment to choose or whether a financial product suits you personally, Rafal can work alongside the appropriately licensed adviser so the accounting and tax consequences are not overlooked.
Send Rafal The SMSF Question Before It Becomes A Year-End Problem
If you need an SMSF advisor in Sydney for the tax and accounting side of your fund, send Rafal the decision, transaction or document that is creating uncertainty.
It may be a contribution, pension payment, property issue, share sale, trustee note, auditor request, ATO letter, investment statement or annual fund record.
Frequently Asked Questions
Rafal’s focus is SMSF tax, accounting, administration and compliance support. If you need advice about which investment, product or strategy personally suits you, a licensed financial adviser may need to be involved.
Rafal can help with SMSF tax return information, annual accounts, contribution records, pension records, member balances, investment income, capital gains tax, fund expenses, audit-support documents and accounting issues connected to trustee decisions.
Yes. A property sale, share sale, major contribution, pension change, related-party matter or unusual fund payment can create tax, accounting and audit questions. It is easier to review the position before the transaction is complete.
Yes. Rafal can work alongside your licensed financial adviser or solicitor so the SMSF’s tax, accounting and compliance position is considered while they handle financial product, investment, legal or deed-related advice.