What we help you with
We handle SMSF establishment, ongoing administration, investment strategy development, property investment guidance, contribution strategies, pension planning, and ATO compliance.
Superannuation & SMSF
SMSF & Superannuation Accounting Services
Take control of your retirement savings with expert SMSF setup, administration, and investment strategy. We help you build and manage a self-managed super fund that aligns with your financial goals and meets all regulatory requirements
What we do
What’s included in Superannuation & SMSF
We provide end-to-end SMSF services so you can take control of your retirement savings with confidence and full compliance.
Who this is for
Individuals and couples who want greater control over their superannuation investments, business owners looking to hold business real property in super, and those approaching retirement who want tailored pension strategies.
How the engagement works
We assess whether an SMSF is right for you, set up the fund if appropriate, and then provide ongoing administration and strategic advice to keep your fund compliant and on track.
SMSF Setup
End-to-end setup of your self-managed super fund including trust deed, corporate trustee, bank accounts, and ATO registration.
SMSF Administration
Ongoing fund administration including annual accounts, audit coordination, member statements, and ATO annual return lodgement.
SMSF Investment Strategy
Developing and reviewing your fund’s investment strategy to ensure it meets your retirement objectives and complies with super law.
SMSF Property Investment
Guidance on purchasing property through your SMSF, including limited recourse borrowing arrangements and compliance requirements.
Superannuation Advice
Strategic superannuation advice including contribution optimisation, pension planning, and transition to retirement strategies.
Book a Free Advisory Call
Whether you’re a sole trader, an enterprise, or a non-profit, we’re here to provide expert support for all your accounting and advisory needs.
FAQ
Common questions about Estate & Long-Term Planning
Answers to the questions clients usually ask about self-managed super funds.
Is an SMSF right for me?
An SMSF typically makes sense when your combined super balance is above $250,000 and you want direct control over investment decisions. We help you weigh the benefits against the costs and compliance obligations.
How much does it cost to run an SMSF?
Annual administration, audit, and accounting fees typically range from $2,000 to $5,000 depending on fund complexity. We provide transparent pricing before you commit.
Can I buy property through my SMSF?
Yes, subject to specific rules. The property must meet the sole purpose test, and if borrowing is involved, a limited recourse borrowing arrangement must be used. We guide you through every step.
What are my obligations as a trustee?
As a trustee you are responsible for ensuring the fund complies with super law, maintains proper records, is audited annually, and follows its investment strategy. We handle the administration so you can focus on the strategy.
Do I need to be an existing accounting client?
No. While many of our advisory clients also use our accounting services, you can engage us purely for advisory support. That said, having access to your financial data makes the advice more effective.
Can you take over from my current bookkeeper?
Yes. We handle the transition smoothly, including reviewing prior work, reconciling any discrepancies, and setting up processes going forward.
Do you handle payroll and super obligations?
Yes. We process payroll, manage superannuation payments, handle PAYG withholding, and ensure your Single Touch Payroll reporting is up to date.