Managing Your SMSF?
We help you stay compliant and save you time and money.

SMSF

Your SMSF

By the time you retire your SMSF is probably one of your most valuable assets. So worth getting it right.

Establish

Establishing your SMSF is easy. That is our daily bread and butter. We provide you with a smart, modern SMSF deed and company constitution. These will give you the flexibility you need for a wide range of super strategies.

Manage

We guide you through the relevant super and tax rules, making sure you don’t hit any potholes.

We prepare and lodge your SMSF annual return and arrange the independent audit. We also manage your trustee’s ASIC registration, making sure you don’t miss any deadlines. And of course take care of anything else that might come up over time.

Your Retirement

Retire

When you start a pension, we establish your pension accounts and advise you of your minimum pension payments.

GST

The majority of SMSFs don’t need to register for GST. If your SMSF does, we prepare and lodge the required Business Activity Statements (BAS). Or Instalment Activity Statements (IAS) if your SMSF isn’t registered for GST but needs to pay income tax instalments.

LRBA

If your SMSF wants to borrow money – for example to buy property – you need to hold the property in a bare trust with an LRBA in place. We guide you through the process.