SMSF Administration

Our role as accountants and advisors is to assist you to navigate through the compliance requirements of self-managed superannuation funds to ensure that the fund is run in compliance with the following regulatory authorities:

  • Australian Taxation Office (ATO)
  • APRA (Australian Prudential Regulation Authority)
  • ASIC (Australian Securities and Investment Commission)

Our superannuation fund specialists have many years of experience and are able to offer guidance on how to utilise your superannuation in order to maximise wealth and financially retire. We provide comprehensive services including:

  • Evaluation of existing Superannuation procedures and policies
  • Rollovers/ Set up and Administration of your own Fund
  • Preparation of Annual Financial Statements and Income Tax Returns
  • Binding Death Benefit Nominations
  • SMSF Trust Deed reviews
  • Estate & Succession Planning
  • Fund Insurance Policies
  • Allocated and Complying Pensions
  • Equity transfer through wills, sale or gift
  • Retirement Planning
  • Generational transfer
  • Limited Recourse Borrowing Arrangements
  • Property Acquisitions with Self-Managed Superannuation


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