One team for the whole SMSF journey, from deciding whether a Self Managed Super Fund suits you, through setup, administration, compliance and audit, to tax returns, financials and SMSF property strategy.
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Scope, fit and limits set out plainly, so you know what to expect before we start.
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The ATO imposes significant penalties for non-compliance, so administration, reporting and the sole purpose test are central. Trustees must ensure fund decisions are made for retirement purposes as required by law.
Contribution caps, timing and the type of contribution all affect how much you can add to an SMSF in a year. We can help trustees plan contributions without treating this as personal financial product advice.
The questions clients ask us most about self-managed super funds (smsf).
Yes. The services content mentions a highly experienced internal SMSF audit team offering professional services and competitive rates.
Yes. The team can facilitate SMSF setup, administration and ongoing advice, subject to suitability and regulatory requirements.
The right balance depends on costs, goals and complexity. High-net-worth individuals are typically the best-suited SMSF audience, and setup should be checked against current member and registration rules.
An SMSF may be able to buy property if strict rules are met. Suitability, funding, related-party rules, borrowing and ongoing compliance all need careful review before acting.
Every SMSF is different, so we do not publish a set fee. What drives it is your structure, your investments, whether your bookkeeping is up to date, and whether you want compliance only or ongoing advice as well. What we can promise is that you will have a fixed quote before any work begins, with no hourly surprises and no bill you did not see coming. Book a free 15-minute consultation and we will give you a clear price for your situation.
We handle the annual financial statements, SMSF annual return, member and investment reporting, and compliance with the contribution, pension and transfer balance rules. We also arrange the independent audit your fund needs each year, and we can advise on the fund structure and tax position. Investment advice is licensed work we do not do, but we will introduce you to a trusted partner if you need it.
Concessional contributions are generally made before tax (such as employer or salary-sacrifice amounts), while non-concessional contributions are made from after-tax money. Each has its own annual cap.
It is a direction about who should receive your super benefits after death, subject to the fund rules and legal requirements. It can provide certainty compared with a non-binding nomination.
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Get small business tax and compliance, payroll, contractor and super obligations, entity formation, ASIC administration, bookkeeping and BAS/GST support in one place, with reporting to guide better decisions.
Learn moreWe prepare tax returns for individuals, sole traders, partnerships, companies, trusts and Self Managed Super Funds, getting the job done quickly and efficiently.
Learn moreReceive coordinated property support, from investment-property suitability through ongoing tax, wealth-building and cash-flow considerations.
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