Self-Managed Super Funds the Easy Way.
Expert support to help you set up, manage, and stay compliant with your self-managed super fund.
We handle the heavy lifting, from trust deeds and ATO registrations to setting up your corporate trustee.
Our software means your transactions are coded and reconciled regularly, not once a year.
We manage the annual financial statements, tax returns, and independent audits, ensuring you stay on the right side of the ATO.
While you choose the assets, we ensure your strategy meets all legal requirements and provides the reporting you need to track performance.
We manage your contributions and caps so you can ensure the most tax effective stategy for your hard earned funds
When it’s time to enjoy your wealth, we manage the seamless transition from “Accumulation” to “Pension” phase and ensure your retirement is as tax-efficient as possible
An SMSF offers incredible flexibility, but it’s a big responsibility. It’s generally a great fit if:
Ready to move your super out of retail fund and into a strategy you actually control? Let’s talk about whether an SMSF is the right vehicle for your wealth.
Don’t see your answer? Reach out to us, we’d love to help!
It used to be. With our modern tech stack, we automate the data feeds from your bank, brokers, and platforms. Your main job is making the investment decisions; our job is to automate the admin and keep you compliant.
Yes! This is one of the most powerful strategies for business owners. We specialize in “Limited Recourse Borrowing Arrangements” (LRBAs) to help you secure your business’s future home.
We believe in transparency. We offer fixed-price administration packages so you know exactly what your fund costs to run—no hidden “per-transaction” fees or percentage-based gouging.
While you can have individual trustees, we almost always recommend a Corporate Trustee structure for our modern clients. A corporate trustee provides better asset protection, simplifies the succession process if a member passes away, and makes it much easier to manage the fund’s legal titles. Most major lenders also prefer (or require) a corporate trustee for SMSF property loans. We can handle the entire company secretarial setup as part of your fund establishment.
Yes, your fund can borrow to purchase residential or commercial property through a Limited Recourse Borrowing Arrangement (LRBA). This is a specialised structure where the lender’s rights are limited to the property itself, protecting your other super assets. While the rules are strict—for example, you can not buy your own home or a family members home —we have the know-how to keep these complex arrangements 100% compliant.
Book a free consultation today — no pressure, just practical advice.