STEP
SMSF Establishment & Structuring
We ensure your SMSF is set up correctly from day one — avoiding the common (and costly)
mistakes. Our service includes:
✅ Trustee structure (Corporate only)
✅ Trust deed preparation
✅ ABN, TFN and ATO Compliance Certificate registration
✅ Developing an investment strategy with assistance from a financial planner
✅ SMSF bank account setup (Only with Macquarie)
STEP
SMSF Property Investment Support
Planning to buy property through your SMSF? We specialise in:
✅ Structuring Limited Recourse Borrowing Arrangements (LRBA)
✅ Setting up Bare Trusts/Custodian Trusts
✅ Coordinating with lenders, brokers, and solicitors
✅ Ensuring compliance with ATO’s ‘single acquirable asset’ rules
✅ Helping avoid double stamp duty and other hidden traps
STEP
Ongoing SMSF Tax Compliance
Every SMSF must meet strict annual obligations. We help you:
✅ Prepare and lodge your annual SMSF tax return
✅ Organise your independent audit
✅ Meet all ATO deadlines and documentation requirements
✅ Avoid breaches and penalties
STEP
SMSF Strategy & Retirement Planning
An SMSF is more than a tax vehicle — it’s a long-term retirement strategy. We assist with:
✅ Contribution planning and pension phase transitions
✅ Tax strategies to optimise fund earnings (15% income tax, 10% CGT)
✅ Exit strategies and succession planning
✅ Death benefit nominations and estate planning alignment
