Running your own super fund is one of the most powerful wealth-building tools available to high-net-worth Australians. We handle the compliance, so you can focus on what matters: building and protecting your retirement assets.
Self-managed super funds currently operating in Australia
Total assets held in Australian SMSFs (ATO, 2024)
Accounts and tax return required for every SMSF, every year without exception
As a trustee of your own SMSF, the compliance obligations don't stop because life gets busy. Annual accounts, tax returns, ATO reporting, and audit requirements all have to be met — regardless of market conditions, business pressures, or personal circumstances.
We take that burden off you entirely. Our job is to ensure your fund is compliant, your annual return is lodged correctly, and your records accurately reflect the fund's position — on time, every time.
Trustees are legally required to maintain and review a written investment strategy. This isn't a box-ticking exercise — it's a genuine document that should reflect your fund's current position, member demographics, and risk profile.
We help you maintain this documentation properly and flag when your strategy needs updating — for example, when a member moves into pension phase, when the fund acquires a new asset class, or when membership changes.
Many of our SMSF clients have a financial adviser making investment decisions within the fund. We work alongside that relationship — handling the accounting and compliance side while your adviser focuses on investment strategy. That's the right division of responsibilities, and we're comfortable operating within it.
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