Self-Managed Super Fund Services
Accounting that keeps your retirement sound.
Retirement on Your Terms
A Self-Managed Super Fund (SMSF) provides the ultimate flexibility to invest in what you believe in, whether that is residential property, shares, or unique assets. We cut through the technical noise, taking care of the administration so you can enjoy the benefits of a fund controlled by you, for you.
The Sound Approach
Direct Access
You deal directly with your SMSF accountant - no call centres, just real, local support.
Clear Insights, No Jargon
We explain your fund’s performance and obligations in plain English, not "super-speak."
Fixed-Quote Certainty
All our SMSF services are delivered with transparent, fixed-quote pricing so there are never any surprises.
SMSF Setup & Management Without the Fuss
We have a financial planner available to help you cut through the legal minefield by establishing and maintaining a complying fund tailored to your individual retirement goals.
Note: Establishing an SMSF is a significant decision that may impact your retirement savings and insurance. We recommend you seek independent, licensed financial advice to determine if an SMSF is suitable for your specific circumstances. Our accountants are not licensed to provide financial product advice, however we have a financial planner available if advice is required.
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Compliant Fund Setup
We handle the end-to-end establishment of your fund, ensuring all trust deeds and ATO requirements are met from the start.
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Trustee Structure Advice
We have a financial planner available to help you choose between Individual Trustees (for simple family funds) or a Corporate Trustee (for greater asset protection and easier succession).
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Seamless Asset Transfers
Effortlessly move your existing superannuation balance into your new SMSF to begin your self-directed journey.
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Flexible Contribution Support
We support contributions from all sources, including employer Super Guarantee (SG), personal voluntary contributions, and government co-contributions.
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Investment Visibility
Enjoy the freedom to invest across a wide range of assets, with accounting that tracks your direct property and share portfolios.
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Estate Planning Integration
Manage both binding and non-binding death benefit nominations to ensure your legacy is protected for your loved ones.
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Pension & Retirement Transition
Convert smoothly from accumulation to pension phase, including "Transition to Retirement" (TTR) strategies as you approach your goals.
SMSF Accounting & Taxation
We have a financial planner available to guide you through the legislative requirements so your fund achieves the best possible outcome while staying fully compliant.
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Annual Financial Statements
We prepare accurate financial records for your fund, giving you a clear view of your retirement nest egg.
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Taxation & Lodgement
Professional preparation and lodgement of fund income tax returns and all necessary ATO statements.
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Audit Coordination
We facilitate the mandatory annual audit, ensuring your fund remains a complying entity.
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Proactive Planning
We keep you informed of changes in super laws, ensuring your strategy stays ahead of the curve.
Our Service Guarantee
We know you want efficient, friendly service and cost certainty - which is why we offer a money-back service guarantee on the quality and speed of our response.
Client Reviews
Trusted by over 90+ local businesses with a 4.8-star Google rating
Ready for a proactive partnership?
Move beyond the complexity and experience proactive SMSF support tailored for individual West Australians.
