Control comes with responsibility.
SMSFs offer powerful flexibility, but the rules are strict and mistakes are costly. We manage administration and compliance precisely, coordinate with your independent auditor, and support better trustee decisions across contributions, pensions, investments, and property.
Fund Establishment
End to end SMSF setup with everything in place from day one.
• Trust deed and member setup
• ATO registrations and compliance documentation
• Coordination of fund balance rollovers from existing super accounts
• Guidance so trustees understand their responsibilities
Set up correctly for the long run, not just day one.
Fund Administration
Accurate administration and reporting that keeps the fund on track.
• Transaction processing and record keeping
• Annual financial statements and member reporting
• Coordination with your independent SMSF auditor
• Regulatory compliance obligations managed throughout the year
Compliance stays tight and trustee confidence stays high
Property Structuring
Guidance for SMSFs investing beyond traditional assets.
• Property purchase execution within super rules
• LRBA setup and compliance documentation
• Structure and lending review to protect the fund
• Clear guidance on restrictions, risks and ongoing management
Property inside super is structured for success, not risk.
SMSF Strategy
Strategic oversight to ensure the fund continues to serve its purpose.
• Contribution planning for tax efficiency and retirement growth
• Pension structuring aligned to long term goals
• Capital gains and investment strategy considerations
• Support for retirement and estate planning
• Ongoing trustee education to maintain good governance
• Annual strategy review to stay aligned and compliant
Well informed decisions that protect and build long-term value.
