Self-Managed Super Funds

Structure meets control. Compliance meets confidence.

A self-managed superannuation fund (SMSF) offers powerful advantages – greater control, investment flexibility and long-term wealth-building opportunities. But with that control comes complexity. SMSFs are tightly regulated, and managing one requires equal parts structure, oversight and attention to detail.

We specialise in the setup, administration and compliance of SMSFs. While we don’t provide investment advice, we work closely with your financial adviser, broker or planner to ensure your fund is correctly established, expertly managed and fully compliant - so you can focus on your future with confidence.

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Setup
Get it right from day one.

The strength of your SMSF begins with how it’s set up. We manage every step of the process – ensuring your fund complies with the Superannuation Industry (Supervision) Act 1993 and Australian Taxation Office (ATO) requirements, while giving you clarity around your responsibilities as a trustee.

Our SMSF setup services include:

  • Registration with the ATO as a regulated SMSF

  • Preparation of the trust deed and legal documentation

  • Structuring advice (individual vs corporate trustee)

  • SuperStream setup

  • Rollover and consolidation of existing super balances

  • Binding death benefit nomination preparation

  • Investment strategy documentation and trustee guidance

  • Support for Limited Recourse Borrowing Arrangements, where applicable

Whether you’re establishing a new fund or transitioning from an existing structure, we’ll ensure your SMSF is built on the right foundations – with compliance, clarity and control from day one.

Adminstration & Compliance
Reliable support, year-round.

Ongoing SMSF compliance is more than box-ticking – it’s about ensuring accuracy, transparency and that your fund works as intended. We provide comprehensive, year-round administration support for your peace of mind.

Our ongoing SMSF services include:

  • Preparation and lodgement of annual financial statements and income tax returns

  • Annual member benefit statements

  • Coordination of the annual independent SMSF audit

  • Actuarial certificate coordination (if required)

  • Trustee meeting minutes, resolutions and compliance documentation

  • Contribution tracking, cap monitoring and pension account management

  • Implementation and maintenance of income streams (pensions)

  • Pension reminders and preparation of pension documentation

  • Documentation of lump sum commutations

  • Investment strategy reviews and strategic updates

  • Daily transaction recording and fund account management

  • Preparation and lodgement of Business Activity Statements and Instalment Activity Statements

  • Preparation and lodgement of ad hoc SMSF reporting, including: Transfer Balance Account Reports, PAYG Instalment / Withholding and ABN detail updates

  • Contributions review and reporting

  • Liaison with the ATO and relevant third parties

  • Ongoing guidance on regulatory updates and trustee responsibilities

We also assist trustees and executors with asset distributions in line with estate plans – helping reduce complexity and ensure your intentions are carried out effectively.

Other Services

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Accounting Support

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Advisory

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Recruit

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Tax