What we offer
Self Managed Super Funds (SMSFs)
SMSF setup support, annual compliance, financial statements, tax, audit coordination, and trustee documentation.
An SMSF can offer flexibility and control over investments, but it comes with strict compliance responsibilities.
Why consider an SMSF
You act as trustee (or appoint a corporate trustee) and decide how super is invested within the rules. Up to six members can participate in one fund in many cases.
- Concessional tax on contributions and earnings in accumulation phase
- Capital gains tax discounts where applicable
- Tax free earnings in pension phase when conditions are met
- Broad investment choices subject to restrictions
- Limited borrowing arrangements possible only under strict rules
Establishment services
- Trust deed and trustee appointments
- Member applications and declarations
- Establishment minutes
- Template investment strategy
- ABN and TFN registration for the fund
- Steps to become a regulated SMSF
Ongoing administration
We prepare annual financial statements, member statements, tax returns, and coordinate audit requirements so trustees can focus on decisions.
- Annual financial statements and operating statement
- Audit coordination
- Annual return lodgement
- Pension documentation where applicable
- Trustee resolutions
SMSF disclaimer
We are accountants and tax agents, not licensed financial advisers. We do not provide personal financial product advice or recommend that an SMSF suits your objectives. SMSFs are complex; consider licensed advice on investments and suitability. Website content is general only and does not consider your personal circumstances.