Self-Managed Super Funds (SMSF)
Greater Control. Strategic Retirement Planning.
Self-Managed Super Funds provide flexibility and control over retirement investments but require careful governance and compliance management.
Our SMSF specialists provide end-to-end support across the entire SMSF lifecycle.
Our SMSF Services
SMSF Establishment
We assist with:
- •SMSF structure establishment
- •Trustee arrangements
- •Trust deed preparation
- •ABN and TFN registrations
- •Investment strategy considerations
SMSF Administration
Our administration solutions include:
- •Annual financial statements
- •Member reporting
- •Contribution monitoring
- •Pension administration
- •Regulatory compliance management
SMSF Taxation
Specialist support regarding:
- •Annual SMSF tax returns
- •Contribution cap monitoring
- •Pension tax management
- •Transfer balance cap considerations
SMSF Compliance & Audit Coordination
We coordinate:
- •Independent audit requirements
- •Compliance documentation
- •Annual reporting obligations
SMSF Strategic Advisory
Advice regarding:
- •Retirement planning strategies
- •Contribution optimisation
- •Wealth preservation considerations
- •Long-term investment planning
Our Process
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1
Establishment
Set up your fund structure correctly from day one.
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2
Ongoing Administration
Annual accounts, tax returns, member reporting and compliance.
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3
Strategic Review
Ongoing advisory to optimise contributions, pensions and investment strategy.