Self Managed Super Funds
We provide setup of self managed super funds, advice as appropriate, audit and annual tax compliance, so trustees meet their obligations with confidence.
What's included
- SMSF establishment and trust deeds
- Annual SMSF tax returns and compliance
- SMSF audit coordination
- Contribution and pension guidance
- Investment record-keeping and reporting
- Ongoing trustee support
How we work
An SMSF gives you control, but it comes with strict obligations. Our team keeps your fund compliant year after year, from establishment through to annual returns and audit.
Who we help
Trustees and members of self managed super funds who want expert support with setup, compliance and annual obligations.
Our process
How self managed super funds works
01
SMSF setup
We establish your SMSF correctly, including trust deed, registrations and structure.
02
Advice and administration
Ongoing advice as appropriate, with accounts and records maintained throughout the year.
03
Audit and compliance
Annual audit coordination and tax compliance so your fund meets its obligations every year.
Frequently asked questions
Is an SMSF right for me?+
That depends on your balance, goals and how involved you want to be. We assess suitability before you commit.
Can you set up my SMSF?+
Yes. We establish the fund, deed and registrations, then support the ongoing compliance.
Who handles the annual SMSF return?+
We prepare and lodge the fund’s annual return and coordinate the independent audit.
Do SMSFs need an audit every year?+
Yes. SMSFs must be audited annually, and we manage that process for you.
Can you help with pensions and contributions?+
Yes. We advise on contribution caps, pension phase and the records trustees must keep.
What are the trustee responsibilities?+
Trustees are legally responsible for the fund. We make sure you understand and meet each obligation.
Ready to talk?
Contact us today to discuss your self managed super funds needs. We are here to help you achieve financial success and peace of mind.