Superannuation
SMSF Services
Expert setup, administration, and compliance support for your Self-Managed Super Fund (SMSF). Take control of your retirement with confidence.
Expert setup, administration, and compliance support for your Self-Managed Super Fund (SMSF). Take control of your retirement with confidence.
A Self-Managed Super Fund gives you complete control over your retirement savings and investment strategy. But with that control comes significant compliance obligations - and that's where we come in.
From establishing your SMSF through to ongoing administration, annual audits, and ATO lodgements, our experienced team handles the complex regulatory requirements so you can focus on growing your wealth. We ensure your fund remains compliant with superannuation law while you enjoy the flexibility of managing your own investments.
Everything you need to run a compliant and successful self-managed super fund.
Complete fund setup including trust deed preparation, ABN/TFN registration, bank account setup, and ATO registration as a regulated fund.
We coordinate your annual independent audit, ensure all compliance requirements are met, and keep your fund in good standing with the ATO.
Preparation of annual financial statements including operating statement, statement of financial position, and member statements.
Preparation and lodgement of the annual SMSF tax return, including calculation of tax payable and any refunds due to the fund.
Annual review and documentation of your investment strategy to ensure it meets the sole purpose test and reflects your retirement objectives.
Ongoing support for trustees on contribution caps, pension requirements, LRBA rules, and navigating changes to superannuation legislation.
Self-managed super funds offer flexibility and control, but they're not for everyone. Our SMSF services are ideal for:
Book a free consultation to discuss whether an SMSF is right for you, or get a quote to switch your existing fund to P&D.