SMSF in focus

SMSF setup

Set your self-managed super fund up for success

SMSF Setup Process

Managing your own superannuation fund allows you greater control, flexibility and choice of investments, so your retirement savings can be invested exactly where you want them while taking advantage of beneficial tax strategies.

We make establishing an SMSF uncomplicated with our practical approach and systematic process. The superannuation industry is highly regulated, so there is no room for errors when it comes to setting up your fund. Not to mention it’s going to hold a large portion of your life savings — so getting it right from the outset is a big deal!

There is a fair bit involved in creating a self-managed super fund, and we’re here to take care of the entire process for you. The very first thing we take a look at is the feasibility of an SMSF for your retirement savings. Sure, having control over your retirement savings could well be the freedom you’ve been searching for. Still, we want to make sure that an SMSF is the right option for you, your lifestyle and your financial needs — we’ll never recommend an SMSF to anyone unless it offers potential to outperform alternative super funds across a broad scope of investor expectations. Once we’ve undertaken the feasibility analysis, you can be sure that your SMSF will match your financial goals and expectations. 

The correct setup of an SMSF will ensure that it runs smoothly and compliantly in the future. We expertly establish your fund so that it is eligible to receive contributions and tax concessions, while keeping ease of administration in mind for overall efficiency.

We take care of the entire SMSF setup process, including the trustee structure, the Trust Deed, ATO application, Tax File Number and ABN registration. Your SMSF is in safe hands with us. 

Taking Care of Your SMSF From Beginning to End

Working with us is easy, fast and cost-effective

SMSF Setup

Correctly and compliantly establish your SMSF ready to invest for your retirement

SMSF Investment Strategy

Expertly designed around risk, liquidity, diversification and cash flow requirements


Increasing borrowing capacity and sourcing the best loans to fund your investments

Annual Compliance Reporting

Maintain compliance with our accountants preparing annual accounts, tax return and audit

SMSF Insurance

Protect yourself, your loved ones and your assets with a comprehensive insurance strategy

Retirement Planning

Put a plan in place to create the income you need to fund your lifestyle goals in retirement

Pensions & Withdrawals

Access your SMSF with tax-effective income streams and withdrawals after meeting a condition of release

Winding Up an SMSF

Correctly wind up your SMSF according to the trust deed and compliance regulators