SMSF SPECIALISTS
Helping you take control of your retirement.
An SMSF gives you greater control over your retirement. We’ll help you understand the rules,make informed decisions and manage your fund with confidence.
WHO WE HELP
An SMSF can be the most powerful structure you own. It can also be the most complicated.
Self-managed super funds give you greater control over your retirement savings, but with that control comes responsibility. From compliance and investment rules to trustee obligations, there are important decisions to make at every stage.
Whether you’re establishing your first SMSF, managing an existing fund or reviewing your investment strategy, we’ll help you understand the rules, explain your options clearly and provide practical advice you can act on with confidence.
Our clients may have different retirement goals, but they all want the same thing: to feel confident that their super is working for them.
HOW WE SUPPORT YOU
How We Support Your SMSF
01
Setting Up a New SMSF
An SMSF should only be established if it’s the right fit for your circumstances.
We’ll help you understand what it means to be a trustee, explain your responsibilities and determine whether an SMSF is the right vehicle for your retirement goals before anything is set up.
The right structure starts with the right advice.
02
Ongoing Compliance & Administration
Good SMSF compliance is about more than lodging an annual return.
We prepare your financial statements, tax return and coordinate the independent audit, while helping you stay informed throughout the year. Our focus is keeping your fund compliant, organised and working towards your long-term goals.
Compliance should provide confidence, not just satisfy obligations
03
Property in an SMSF
Buying property through super comes with opportunities and important rules.
Whether you’re considering residential or commercial property, we’ll help you understand ownership structures, borrowing requirements and whether an SMSF is the right option before you commit.
The biggest property decisions should always be made before the contract is signed.
04
Non-Standard Assets
Not every SMSF invests in shares and managed funds.
We assist clients with more complex investments including private company shares, cryptocurrency, collectibles and other non-standard assets, ensuring your fund remains compliant while supporting your investment strategy.
Complex investments deserve specialist advice.
05
Contributions & Tax Planning
The best contribution strategy is the one that’s tailored to your circumstances.
We’ll help you understand contribution limits, tax planning opportunities and the rules that apply, so your SMSF becomes part of your broader financial strategy rather than operating in isolation.
Good retirement planning happens long before retirement.
06
Winding Up an SMSF
Sometimes closing an SMSF is the right decision.
If your circumstances have changed, we’ll guide you through the wind-up process from beginning to end, including final accounts, audit, tax obligations and rollover requirements, ensuring nothing is overlooked.
Ending an SMSF properly is just as important as setting one up correctly.
What We Do
Setting up a new SMSF
We’ll make sure it’s actually the right vehicle before we set it up. We’ll walk you through what it means to be a trustee — what you’re responsible for and what the rules actually say — so you’re not learning it the hard way later.
Ongoing compliance and administration
Yes, we do the compliance. But we don’t treat it like a conveyor belt.
Every year your SMSF needs financial statements, a tax return, investment strategy review and an independent audit. We prepare everything and coordinate the audit through our network of approved SMSF auditors. When we’re reviewing your numbers, we’re looking at the full picture — not just ticking boxes. We provide quarterly updates and software access for you to see performance in real time.
contribution strategies, pension planning, investment decisions, end-of-fund planning — not just keep the fund lodged and compliant.
Property in an SMSF
Buying property through super is more complex than most people expect.
Whether you’re looking at residential property, business premises and commercial property, we’ll help you understand the rules, the ownership structure and whether an SMSF is the right vehicle in the first place. Where borrowing is being considered, we’ll explain the additional requirements and help you determine whether an LRBA is appropriate for your circumstances before any commitments are made.
Non-standard assets
Most SMSF providers are comfortable with shares and managed funds. We’re comfortable with more than that.
Private company shares, unlisted investments, related party transactions, collectibles, cryptocurrency — non-standard assets come with additional rules around valuation, storage, record-keeping and compliance. We know what the rules are, we know what the ATO looks for, and we can manage the complexity without making it your problem to figure out.
Contributions and tax planning
The contributions rules are more flexible than most people realise — and more restrictive than most people expect, depending on where they’re at.
Concessional contributions, non-concessional contributions, carry-forward rules, the bring-forward rule for those eligible, spouse contributions, downsizer contributions — there’s genuine planning to be done here. We help you work out what’s available to you, what makes sense for your situation, and how to use the fund as part of a broader tax strategy rather than something that sits separately from everything else.
Winding up an SMSF
Sometimes the right decision is to close the fund.
Maybe the assets have been distributed, maybe the membership has changed, maybe running it no longer makes sense. Whatever the reason, winding up a fund has to be done properly — final audit, final return, deregistration with the ATO and rollover of remaining balances. We handle the process from start to finish so nothing gets left unresolved.
The Questions We Hear Most
-
Should I set up an SMSF, or is my industry fund actually fine?
It depends — and anyone who gives you a different answer before they’ve understood your situation probably isn’t giving you advice, they’re giving you a product. SMSFs make sense for some people and not for others. We’ll give you an honest view.
Other questions we regularly help answer:
-
Can I use my SMSF to buy the property my business operates from? -
What happens to my SMSF when I retire — can I just leave it as is? -
My fund has fallen behind on its annual return. How bad is it? -
Can my SMSF borrow to buy property? What does that actually involve? -
I want to add my adult children as members. Is that straightforward? -
My partner and I are separating. What happens to the SMSF?
These aren’t edge cases. They’re the questions most SMSF trustees end up with eventually — and they’re exactly what we’re here for.
Advice You Can Rely On
Tasha holds a limited financial planning licence and is an authorised representative of SMSF Advisers Network (No. 001273292). This means she is licensed to provide strategic SMSF advice, not simply process compliance paperwork. It’s an important distinction, and one that allows us to help clients make informed decisions with confidence.
Faq”s
The Questions We Hear Most
-
Should I set up an SMSF, or is my industry fund actually fine?
It depends — and anyone who gives you a different answer before they’ve understood your situation probably isn’t giving you advice, they’re giving you a product. SMSFs make sense for some people and not for others. We’ll give you an honest view.
Other questions we regularly help answer:
-
Can I use my SMSF to buy the property my business operates from? -
What happens to my SMSF when I retire — can I just leave it as is? -
My fund has fallen behind on its annual return. How bad is it? -
Can my SMSF borrow to buy property? What does that actually involve? -
I want to add my adult children as members. Is that straightforward? -
My partner and I are separating. What happens to the SMSF?
These aren’t edge cases. They’re the questions most SMSF trustees end up with eventually — and they’re exactly what we’re here for.
Let’s talk about your retirement plans.
Whether you’re considering an SMSF, reviewing your existing fund or simply want to understand
your options, we’re here to help you make informed decisions with confidence.