We’re all about SMSFs

We simplify the complexities surrounding the SMSF sector

Gain control over your super with our help

Our self-managed super fund (SMSF) specialists are highly skilled in structuring SMSFs to meet the needs of the trustee. These solutions consider all mandatory regulatory requirements and taxation concessions afforded to SMSF members. It’s important to understand that your SMSF strategy shouldn’t be developed in isolation. It needs to be considered as part of an entire wealth management solution. We offer comprehensive technical advice in all areas of SMSF compliance which adheres to the Superannuation Industry (Supervision) Act.

We make the SMSF process clearer

We help SMSF professionals and trustees navigate the complex regulatory environment to ensure your activities remain compliant. We may also work with you and other specialists, such as your accountant and lawyer to establish and administer your SMSF. We also provide qualified opinions on complex issues that may arise from SMSF succession planning, legal document preparation and negotiations with the Australian Taxation Office (ATO).

A sophisticated SMSF mindset

The SMSF industry is highly regulated and that’s why it’s important to engage the services of specialists in this sector. Popularity of SMSFs fluctuate, often based on government sentiment. We stay on top of legislation and regulatory changes so we can advise you on the best course of action.

How we can help?

We’re specialists in self-managed super funds. We’re always happy to answer your questions so you have the ability to make an informed choice.

  • How to set up your SMSF
  • Deciding on a personal or corporate trustee
  • The provision of trust deed upgrades
  • Trustee education around your obligations and responsibilities
  • ATO audit negotiations
  • SMSF succession planning

SMSF statistics

There are many Australians turning to SMSFs for greater choice and flexibility when saving and planning for retirement.

  • 598,429 self-managed super funds in Australia
  • Total of 1,129,542 SMSF members
  • Total SMSF assets is $747 billion
  • 30% of funds hold assets of $1m-$5m
  • Asset types held by SMSFs, by value, are listed shares (28%) and cash and term deposits (24%) of total estimated SMSF assets

*SOURCE: ATO, May 2019

Meet our Advisors

Having a self-managed super fund doesn’t mean you need to go it alone. We understand the technical and practical aspects of SMSF matters so you can feel comfortable knowing you’ll get the right advice. Our SMSF specialists will guide you through the process.