Self-Managed Super Fund Services Built on Control, Compliance & Confidence
Set up, manage and maintain your self-managed superannuation fund with clarity and confidence. From SMSF setup to administration, reporting and advisory, we help you stay compliant today while planning smarter for retirement tomorrow.
End-to-End SMSF Services for Smarter Retirement Planning
Managing a SMSF involves strict compliance, detailed reporting, and ongoing strategic decisions. We provide structured SMSF setup, administration, and advisory services that help trustees stay compliant and in control. We simplify SMSF obligations while aligning your fund with your financial strategy.
- Establishing compliant SMSF structures from day one
- Trustee obligations, ATO compliance and audit coordination
- Strategic SMSF advisory aligned to retirement objectives
Expert SMSF Services Beyond Administration
Professional bookkeeping solutions designed for growing Australian SMEs
We guide you through SMSF establishment with correct fund structuring, trustee arrangements and registrations. Our advice ensures your SMSF is set up properly from day one, reducing compliance risk and supporting future flexibility.
Ongoing SMSF administration managed with accuracy and accountability. We handle annual financial statements, SMSF tax returns, audit coordination and regulatory reporting, keeping your fund compliant with ATO and superannuation legislation.
Strategic advice around contributions, pensions and withdrawal structures to help optimise tax outcomes and cash flow within your SMSF, while remaining fully compliant with contribution caps and superannuation rules.
We monitor your SMSF investments to ensure they remain compliant with superannuation law, trust deed requirements and ATO expectations, supporting informed decision-making without overstepping trustee responsibilities.
SMSFs play a critical role in estate planning. We help structure beneficiary nominations, reversionary pensions and succession strategies to ensure your super benefits are distributed as intended, efficiently and compliantly.
Discuss your fund structure, contributions and long-term plan with our advisors.
Flexible Business Advisory Pricing Without Hourly Surprises
Our bookkeeping pricing and hourly rates give clarity before you commit and confidence in every dollar spent.
You’ll always know what’s included in your bookkeeping package, how your rate is calculated, and the value you’re receiving with transparent prices designed to grow with your business.
- Clear bookkeeping pricing breakdown
- Flexible packages for small businesses
- Expert support included year-round
Basic
- Annual Financial Statements
- Annual Income Tax Return
Weekly Cycles
- Annual Financial Statements
- Annual Income Tax Return
- Quarterly BAS Lodgment
- Bookkeeping Support
- Unlimited Phone & Email Support
Fornightly Cycles
- Annual Financial Statements
- Annual Income Tax Return
- Quarterly BAS Lodgment
- Management Reporting
- Bookkeeping Support
- Unlimited Phone & Email Support
Fornightly Cycles
- Annual Financial Statements
- Annual Income Tax Return
- Monthly BAS/IAS Lodgment
- Dashboard Reporting
- Management Reporting
- Budget Reporting
- Bookkeeping Support
- Unlimited Phone & Email Support
Strategic SMSF Guidance, Not Just Administration
Running a Self-Managed Super Fund comes with responsibility, not just to the ATO, but to your future. Many SMSF trustees feel uncertain about compliance, investment rules, and whether their fund structure still serves their long-term goals. That’s where we add real value.
We don’t treat SMSFs as a checklist exercise. We provide structured advice, ongoing oversight, and clear guidance so you stay compliant, informed, and confident, today and well into retirement.
How We Manage SMSFs Differently
- Structure Advice Before Setup
- Integrated Tax & SMSF Expertise
- Pension & Contribution Precision
- End-to-End SMSF Accountability
- Proactive Risk & Compliance Oversight
- Melbourne-Based Expertise, Australia-Wide Support
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How It Works
Eligibility & Strategy Assessment
Fund Structure & Trustee Setup
ATO Registration & Documentation
Investment & Contribution Alignment
Ongoing Compliance & Administration
Review, Optimisation & Succession Planning
Don’t risk ATO mistakes, We’re Here When You Need Us
Speak with our Melbourne-based SMSF advisors and ensure your fund is compliant, strategic and future-ready.
Frequently Asked Questions
SMSF advisory focuses on strategic decision-making, compliance guidance, and long-term retirement outcomes rather than administrative tasks.
SMSF trustees seeking clarity, compliance confidence, and informed investment strategies benefit most.
Advisory services ensure trustee decisions align with superannuation legislation and regulatory obligations.
Yes. Strategic guidance improves diversification and risk awareness.
Yes. Advisory is particularly valuable for property holdings, related-party transactions, and diversified assets.
At least annually or when financial circumstances change.
Yes. Contribution planning is a key component of SMSF advisory.
Yes. Informed strategy enhances long-term fund sustainability.