An SMSF is a superannuation fund managed by you. It allows you to take control over the fund's investment strategy, and provides greater flexibility in terms of investing the fund's assets, retirement income options and estate planning.
SMSFs are also among the most regulated structures in Australia, and trustees are personally responsible for compliance. We handle establishment, annual reporting and audit coordination so the control does not come with unmanaged risk.
What this covers
- SMSF establishment and trustee company setup
- Limited recourse borrowing and bare trusts for property
- ABN, TFN registration and ATO compliance
- Annual return, financial statements and audit coordination
- Contribution caps and pension phase planning
- Estate planning and binding death benefit nominations
Set up correctly from the get-go
Having your own SMSF can be a personally and financially rewarding experience, provided the fund is set up correctly from the start. Attention to detail now avoids penalties and saves time later.
SMSFs must be established correctly to be eligible for the tax concessions super legislation provides, and the compliance rules are strict — which is why independent professional advice matters.
Further reading
Guides you can download
Practical PDF guides prepared by our advisers — free to download and keep.
