SMSF
Gain access to expert SMSF guidance designed to help trustees stay compliant, streamline fund administration, and confidently manage their financial obligations at every stage.
Long-term financial security starts with the right SMSF partner.
We partner with you to build long-term wealth through tailored SMSF solutions from strategic setup to expert administration and growth-focused investment guidance. With proactive compliance management and personalised advice, we help secure your financial future while you focus on what matters most.
The Value We Deliver
Comprehensive Support
We simplify complex financial obligations, helping you manage your fund efficiently and stay on track for long term success.
Personalised Solutions
Proactive Compliance and Risk Management
We ensure your SMSF meets all regulatory requirements, reducing the risk of penalties and keeping your fund audit-ready.
We optimise your SMSF’s pension and contribution planning, ensuring trustees meet legal requirements while working toward their financial goals.
The Solutions We Provide
Our comprehensive SMSF services support you at every stage
Real-Time Reporting
Stay informed with up-to-date reports of your SMSF's performance with real-time financial reports for smarter, objective-driven decisions.
SMSF Auditing
We review financial records, ensuring accuracy and full compliance while identifying risks and opportunities for improvement
Pension and Contribution Management
Guiding trustees through SMSF contribution rules and pension strategies to enhance retirement planning while maintaining rigorous compliance standards.
SMSF Setup and Administration
Seamless SMSF setup and ongoing administration handled with full compliance
Support
Receive tailored advice and dedicated support to help you make informed decisions, ensuring that your fund is aligned with your financial goals.
Ongoing Compliance Support
Support to navigate ATO regulations, avoid penalties, and maintain audit-ready status, always up-to-date with changing laws.
The Team Powering Your Growth
Vincent Icasiano
Director
61 3 8199 3000
Jeffrey Isaacs
Director
61 3 8199 3000
FAQS
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A Self-Managed Super Fund (SMSF) is a private super fund that you manage yourself, giving you greater control over your retirement savings, investments, and financial strategies. This differs from industry or retail funds, which are managed on your behalf.
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SMSFs are suitable for individuals who want control over their super investments, are committed to understanding compliance obligations, and have a long-term wealth-building mindset. They’re ideal for those with sufficient assets and financial knowledge or access to expert guidance.
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Yes. We manage the entire SMSF setup process, from establishing the trust and structure, to registering with the ATO ensuring it is fully compliant and aligned with your retirement strategy.
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We provide up-to-date financial reports that offer clear visibility into your fund's performance, enabling better investment decisions and easier compliance tracking throughout the year.
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Yes. We provide tailored, ongoing advice to help you make informed decisions based on your financial goals, fund performance, and changing regulations.
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Simply book your free consultation, and we’ll assess your needs, explain the setup or transfer process, and provide a clear plan to help manage and grow your SMSF with confidence.
Let’s Talk about your SMSF
If you're managing an SMSF, you could benefit from expert guidance at every stage. Our team is ready to assist with setup, compliance, and ongoing management. Reach out today and ensure your fund is optimised for success.
A Self-Managed Superannuation Fund (SMSF) is a private super fund that provides individuals with complete control over their retirement savings. Unlike traditional super funds, SMSFs allow members—who typically also serve as trustees—to make personalised investment decisions. This flexibility is appealing to many Australians, though it comes with increased responsibility and compliance requirements.