SMSF Services

SMSF Services

Self-Managed Super Fund Specialists

Complete SMSF Solutions

Self-Managed Super Funds (SMSFs) offer greater control over your retirement savings, but they come with significant responsibilities. Our comprehensive SMSF services cover everything from establishment to ongoing administration, ensuring your fund remains compliant while maximizing your retirement benefits.

SMSF Establishment & Setup

Starting an SMSF requires careful planning and proper documentation. We guide you through the entire setup process, ensuring your fund is established correctly from day one.

Trust deed preparation
Trustee structure advice
ATO registration
Bank account setup
Investment strategy development
Member registration

SMSF Audit Services

All SMSFs must be audited annually by an approved SMSF auditor. Our audit services ensure your fund meets all compliance requirements and identify any issues before they become problems.

Independent SMSF audits
Compliance audit reports
Financial audit statements
Audit management letters
Regulatory compliance review
Contravention reporting

ATO Compliance & Lodgements

Keeping your SMSF compliant with ATO requirements is crucial. We handle all lodgements and ensure your fund meets its obligations on time, every time.

Annual return preparation
ATO lodgement
Member benefit statements
Pension documentation
Regulatory compliance monitoring
Trustee declarations

Ongoing Administration Support

Running an SMSF involves ongoing administrative tasks. Our administration support ensures your fund operates smoothly throughout the year.

Contribution processing
Benefit payments management
Investment record keeping
Insurance management
Member communication
Rollover processing

Why Choose Our SMSF Services?

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SMSF Specialists

Dedicated expertise in self-managed super fund management

Full Compliance

Stay compliant with all SISA and ATO requirements

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Cost Effective

Competitive pricing without compromising on quality

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Ongoing Support

Year-round support for all your SMSF needs