We handle everything from trust deed preparation and ATO registration to bank account setup and rollover of existing super — getting your fund up and running correctly from day one.
Annual SMSF Administration
We prepare your annual financial statements, member statements and all required documentation — keeping your fund fully compliant year after year.
SMSF Tax Returns & Compliance
We prepare and lodge your SMSF tax return accurately and on time — including all income, contributions, pension payments and CGT events.
SMSF Audit Coordination
We coordinate your annual independent audit — liaising directly with your auditor so you don't have to deal with the back and forth.
Contribution Planning & Caps
We make sure you're maximising concessional and non-concessional contributions within the annual caps — without triggering excess contribution tax.
Pension & Accumulation Strategy
Whether you're building your super or drawing it down, we structure your fund to minimise tax and maximise what you take home in retirement.
