Services
SMSF expertise at every stage
From the day your fund is established to every annual lodgement that follows — we take care of the technical detail so you can focus on building your wealth.
Service 01
SMSF Setup
Establishing a compliant SMSF structure and registration process — handled end-to-end.
What's included
- Corporate or individual trustee guidance
- Trust deed, ABN, TFN and ESA setup
- ATO registration
- Rollover coordination
FAQ
How long does this typically take?
Most engagements are scoped during your free consultation and timelines are confirmed in writing before any work begins.
Are fees fixed?
Yes. We quote fixed fees up front so you always know what you're paying.
Can you handle the transition from my current accountant?
Absolutely — we manage handover, file requests and ATO updates on your behalf.
Service 02
Bare Trust Setup
Establishing a bare trust structure for property purchase under limited recourse borrowing arrangements (LRBA).
What's included
- LRBA-compliant bare trust deeds
- Holding trust and custodian setup
- Lender liaison and documentation
- Stamp duty and structuring guidance
FAQ
How long does this typically take?
Most engagements are scoped during your free consultation and timelines are confirmed in writing before any work begins.
Are fees fixed?
Yes. We quote fixed fees up front so you always know what you're paying.
Can you handle the transition from my current accountant?
Absolutely — we manage handover, file requests and ATO updates on your behalf.
Service 03
SMSF Administration
Ongoing management and reporting obligations — keeping your fund accurate, current and compliant.
What's included
- Daily or annual administration plans
- Contributions and pension management
- Member statements and reporting
- Investment transaction processing
FAQ
How long does this typically take?
Most engagements are scoped during your free consultation and timelines are confirmed in writing before any work begins.
Are fees fixed?
Yes. We quote fixed fees up front so you always know what you're paying.
Can you handle the transition from my current accountant?
Absolutely — we manage handover, file requests and ATO updates on your behalf.
Service 04
Annual Accounts, Audit & Tax Returns
Preparation of financial statements, independent audit and SMSF annual return lodgement.
What's included
- Financial statements & member reports
- Independent SMSF audit coordination
- SMSF annual return preparation
- Actuarial certificates where required
FAQ
How long does this typically take?
Most engagements are scoped during your free consultation and timelines are confirmed in writing before any work begins.
Are fees fixed?
Yes. We quote fixed fees up front so you always know what you're paying.
Can you handle the transition from my current accountant?
Absolutely — we manage handover, file requests and ATO updates on your behalf.
Service 05
Compliance Services
Meeting ATO and SIS Act requirements with proactive, year-round oversight.
What's included
- In-house contributions cap monitoring
- Investment strategy reviews
- Related party and in-house asset checks
- Pension commencement and TBAR reporting
FAQ
How long does this typically take?
Most engagements are scoped during your free consultation and timelines are confirmed in writing before any work begins.
Are fees fixed?
Yes. We quote fixed fees up front so you always know what you're paying.
Can you handle the transition from my current accountant?
Absolutely — we manage handover, file requests and ATO updates on your behalf.
Our Process
A clear path from first call to ongoing care
Discovery
We listen to your goals and assess your current super position.
Strategy
We design the right structure and engagement for your fund.
Implementation
We handle setup, transitions and documentation end-to-end.
Ongoing Care
We administer, monitor and report — year after year.
Free Consultation
Not sure which service you need?
Tell us a little about your situation. We'll review your super position and recommend a clear path forward — at no cost or obligation.
Get Started
Ready to Take Control of Your SMSF?
Book a complimentary consultation with one of our SMSF specialists. We'll walk you through your options and outline a clear path forward.