Self-Managed Super Fund (SMSF) services.
An SMSF gives you direct control over how your retirement savings are invested and managed. We handle the setup, ongoing accounting, tax and audit coordination — so you remain compliant while focusing on your long-term wealth strategy.
Self-Managed Super Fund (SMSF) services.
An SMSF gives you direct control over how your retirement savings are invested and managed. We handle the setup, ongoing accounting, tax and audit coordination — so you remain compliant while focusing on your long-term wealth strategy.
Is an SMSF right for you?
An SMSF is a private superannuation fund you run yourself, as trustee, for the benefit of up to six members. It is not for everyone — but for the right circumstances it offers control, investment flexibility and meaningful tax advantages.
"Our partners bring together the right expertise and the right relationships to deliver real results for your business, your family and your future."
What an SMSF can invest in
Australian and international listed shares
Cash, term deposits and managed funds
Direct residential and commercial property
Precious metals (gold, silver, platinum) and collectibles (subject to strict rules)
Limited-recourse borrowing arrangements (LRBAs) for property
How we help you make it happen.
From compliance to optimisation — pick a topic to explore how we work with you.
We deliver the full SMSF life-cycle — set-up, day-to-day administration, annual compliance and audit liaison — so you stay focused on strategy:
SMSF setup
Trust structure, deed preparation, corporate trustee creation, ABN / TFN application, ATO registration and bank account setup.
Accounting & tax
Annual financial statements, member statements, SMSF tax return preparation, contribution and pension reporting.
Audit coordination
We prepare audit-ready files and liaise with an independent SMSF auditor on your behalf.
Investment & tax strategy
Pension-phase planning, contribution strategy, transition-to-retirement structuring and tax-efficient asset allocation.
