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3 Simple Steps to Get Started With The SMSF Expert


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Find out if a SMSF is right for you. Know the benefits. Understand the risks.


Prepare & Setup

Let us assist you to obtain the best trust deed and legal documents, and rollover your other super funds into your SMSF.


Invest & Manage

We'll help you implement your fund investment strategy, make sure it complies with the law and help you with your annual reporting requirements.

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SMSF Setup

Setting up a SMSF correctly is key to avoiding legal or administrative issues down the track and ensuring the fund is eligible for superannuation tax concessions.

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SMSF Management

As a SMSF trustee, you are legally required to manage your fund. As SMSF experts,we guide you through the compliance and management of your SMSF to ensure you are doing it correctly.

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SMSF Investment

As a SMSF trustee, you and the other members should regularly reevaluate the circumstances of your fund to decide whether SMSF is still the right option to save for your retirement.

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Why Seek Expert Advice?

A Self Managed Super Fund (SMSF) is often referred to as a “do-it-yourself” superannuation structure, where the responsibility of managing investments, maintaining accounts, understanding retirement policies, and complying with laws and regulations all sit with you, the SMSF trustee.

Choosing a SMSF as the vehicle to fund your dream retirement is a major financial decision. What are the implications of getting your SMSF wrong? Can you afford to make a mistake?

The simple answer is that there’s no need to do it all yourself.

Engaging expert SMSF advice will save you from making unnecessary mistakes and help you to optimise your SMSF – all the while, you retain complete control over how your money is invested.

When you engage expert SMSF advice, we make sure:

  1. You select the right trustee, have the right trustee model in place and avoid future issues.
  2. You complete all legally required documents.
  3. Your investment strategy complies with the law and the annual tax audit.
  4. Your SMSF is suitably set up to serve your best interests in retirement.
  5. You receive the latest SMSF knowledge, investment insights and technical support as and when you need.

The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament. Amongst the changes was a raft of legislation which may have been overlooked given a few of the substantial changes taking the headlines but these measures are just as important in your planning for 1 July 2017. The main issuesRead More

Your superannuation trust deed along with the superannuation laws form the governing rules that self managed super funds (SMSFs) needs to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a ‘game changer’ for SMSFs when discussing benefit payments and estate planning.Read More

Failing to engage the right advice ‘Team’. The two biggest issues we are seeing in this regard are: Accepting specialised advice about Superannuation (your retirement nest egg) from a Property Spruiker or ‘garden variety’ Mortgage Broker. Regardless of whether they then put you in touch with their ‘tame’ Financial Planner you need to be smartRead More

The SMSF Expert is a national network of 70+ qualified accountants specialising in Self Managed Super Fund advice and strategy.

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