Run your own super without tripping an ATO audit
SMSF setup, the annual audit, compliance and contribution strategy — handled, so your fund stays legal and on track.
Control of your super, minus the compliance risk
An SMSF makes sense once you’ve got roughly $250k+ to run it cost-effectively and you want a say in where it’s invested — direct property, shares, or business premises you lease back. But the compliance is unforgiving: breach the sole-purpose test or the in-house asset rules and the fund can be made non-complying and taxed at 45%.
We run the full annual cycle — financial statements, the independent audit, the SMSF tax return and every ATO obligation — and we keep you inside the limits that bite: the $30,000 concessional and $120,000 non-concessional contribution caps, minimum pension drawdowns, and the rules on related-party transactions.
Setting one up? We sort the trust deed, ABN, bank account and rollover. Already running one and not sure it’s compliant? We’ll review it and tell you straight. And when you move from building your balance to drawing a pension, we structure the switch so it’s tax-effective.