A self-managed superannuation fund (SMSF) can be a powerful vehicle for building retirement wealth, but the administration, compliance and regulatory requirements put many people off. Our team makes running an SMSF straightforward, handling the complexity so you can focus on the strategy.
Annual compliance services
- Preparation of annual financial statements
- Income tax return preparation and lodgement
- Coordination of the annual independent audit
- ATO regulatory reporting
- Trustee obligations guidance and support
- Member contribution and pension reporting
Strategic planning & advice
- Integrating your SMSF into your broader personal tax plan
- Contribution strategies, concessional and non-concessional
- Pension phase planning and transition to retirement strategies
- SMSF property investment advice (including limited recourse borrowing)
- Pension phase planning and transition to retirement
- Investment policy review
- Estate planning considerations for SMSF assets
- SMSF wind-up, compliance and reporting when closing a fund
SMSF audit
- Every SMSF must be audited annually by an independent auditor
- We coordinate the audit with approved SMSF auditors on your behalf
- We prepare the financial statements and fund records the auditor requires
- We handle any queries or issues raised during the audit process
SMSF establishment
- SMSF establishment, we explain how it works and handle the set-up if you decide to proceed
- Trust deed preparation and ABN/TFN registration
- Rollover assistance from existing super funds
- Investment strategy documentation
Thinking about an SMSF? We can explain how SMSFs work, what's involved in running one, and what the compliance obligations are, so you have the information you need to make an informed decision. We recommend speaking with a licensed financial adviser about whether an SMSF is the right choice for your personal situation. If you decide to proceed, we'll handle the establishment and ongoing compliance from there.