Your self-managed superannuation specialists

Helping you reach your ultimate retirement goals, we’ll tailor a self-managed superannuation strategy just for you.


Why choose a self-managed super fund?

Privately managed by you, setting up a self-managed superannuation fund gives you investment control over your retirement funds.

With members in self-managed superannuation funds now holding more assets under management than any other superannuation fund in Australia, there are many benefits to setting up an SMSF. These include:

  • The ability to watch your investments grow from inception
  • Control over how much you invest in each asset class
  • The flexibility to invest in a variety of assets, from property and term deposits through to shares
  • The capacity to borrow funds through your super to build retirement assets.
  • Control over your contribution levels and methods of contribution (whether they be employer or personal)
  • Versatile pension policies, accommodating your cash flow needs in the lead up to and during your retirement
  • Greater flexibility in relation to estate planning and the distribution of death benefits to dependent beneficiaries

Our dedicated administration support keeps your SMSF compliant

Once you have your self-managed superannuation set up, you need to ensure it’s kept up-to-date and fully compliant with legislative and ATO requirements.

We combine our expertise with industry-leading software to provide you with the record-keeping, accounting, auditing and reporting you need to meet your compliance obligations. Keeping the administration of your SMSF simple and streamlined, we provide the following services:

  • Quarterly BAS for GST registered funds
  • Year-end financial reports
  • Year-end income tax return preparation
  • Investment reports
  • Mandatory annual audit
  • Updating of trustee/trust deed/members
  • Pension commencement documentation and administration
  • Contribution strategies

Did you know you can purchase property through your SMSF?

Thinking about investing in residential property, but don’t have enough funds to make an outright purchase? You may be able to borrow money through a Limited Recourse Borrowing Arrangement using funds from your self-managed superannuation. In addition, you can structure it so that you receive any property investment and gearing benefits into your personal superannuation fund.

Or, if you own a business, you can use your SMSF to purchase your commercial premises. This enables you to unlock valuable equity so you can better utilise it for growing your business. Plus, you’ll still benefit from the long-term capital gains of holding the property and controlling the lease.

Like to learn more about how you can optimise your retirement with a self-managed superannuation fund?


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