Self-Managed Super Funds Services

Take control of your retirement with expert SMSF setup, administration, and compliance support—so you can focus on growing your wealth, not paperwork.

Setup & Establishment

  • SMSF establishment including trust deed and trustee structure advice
  • Fund registration, bank accounts, TFN/ABN setup and rollover assistance

Ongoing Administration

  • Daily fund administration and member contribution processing
  • Contribution cap monitoring and compliance

Accounting & Reporting

  • Monthly/quarterly management accounts and annual financial statements
  • Member statements and investment performance reporting

Tax & Audit

  • Annual SMSF tax returns, lodgment and tax optimization
  • Independent audit coordination and ATO compliance monitoring

Investment & Pension Strategies

  • Investment strategy development and asset allocation advice
  • Property investment via SMSF (including limited recourse borrowing)
  • Transition to retirement (TTR) and account-based pensions

Structural Changes

  • Change of trustees or members
  • Fund wind-up and benefit rollovers

Ready to Get Started?

Let’s discuss how our self-managed super funds services can best support your financial goals.

Schedule a Consultation