SMSF
Set up, manage, or refinance your Self-Managed Super Fund with the compliance done right and the strategy thought through. We handle establishment, ongoing administration, independent audit coordination, and the annual ATO return, while flagging tax and investment opportunities along the way. Your super, properly run.
Your super, on your terms.
An SMSF gives you control over your retirement, but only if it is structured and run properly. We handle the establishment, ongoing administration, audit coordination, and annual return, while flagging strategy opportunities along the way.
SMSF establishment and trust deed
Annual administration and accounting
Independent audit coordination
Investment strategy documentation
Limited recourse borrowing arrangements
Pension and contribution strategy
Four steps. No surprises.
Establish
Trust deed drafted, ABN and TFN registered, trustees and bank accounts set up. Structured properly from day one for what you intend to invest in.
Strategy
We document an investment strategy that meets the legal requirements and matches your actual goals, reviewed any time your circumstances change materially.
Annual admin
Each year we prepare the accounts, coordinate the independent audit, and lodge the SMSF annual return on time. No last-minute compliance scrambles.
Review
Quarterly catch-ups to review performance, contribution caps, and pension strategy. We flag opportunities and warn you well before any deadlines hit.
Often paired with
Ready to get started?
30-minute consultation, no obligation.