Self-Managed Super Funds
Take control of your retirement savings with a properly run SMSF — set-up, administration, compliance and the annual audit coordinated, so your fund stays on the right side of the rules.
A self-managed super fund gives you direct control over how your retirement savings are invested — including the ability to hold property and a wider range of assets. That control comes with real responsibility: SMSFs are tightly regulated, and mistakes can be expensive. We take the compliance burden off your shoulders so you can focus on the investment decisions.
Is an SMSF right for you?
An SMSF isn't for everyone — it generally makes sense once you have a meaningful balance to justify the running costs, and the appetite to be involved. We'll give you an honest view of whether it stacks up for your situation before you commit, rather than selling you something you don't need.
Run it right, every year
We prepare your fund's financial statements and member statements, calculate contributions and pensions, prepare the SMSF annual return, and coordinate the independent audit — keeping your fund compliant with ATO and super law.
What's included
- Honest assessment of whether an SMSF suits you
- SMSF establishment, including trustee company and deed
- Annual financial statements and member statements
- SMSF annual return preparation and lodgement
- Coordination of the independent SMSF audit
- Contribution, pension and compliance guidance
Who it's for
- People wanting direct control over their super investments
- Those considering holding property within super
- Existing SMSF trustees wanting a reliable accountant
- Business owners coordinating super with their wider structure
How it works
Simple, transparent, and built around you.
Free consultation
We learn about your situation and goals, and tell you honestly how we can help.
A clear plan & quote
You get a fixed, upfront understanding of the work and the fee — no surprises.
We do the work
We handle the lodgements and liaise with the ATO, keeping you updated in plain English.
Let's have a quick, no-obligation chat
Tell us what you need and we'll let you know exactly how we can help — and what it will cost.
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