Take control of
your retirement
Set up and run your self-managed super fund with confidence. We handle the establishment, administration, compliance, and audit coordination—so you can focus on growing your wealth.
SMSF Establishment
We handle the full setup—trust deed, ABN/TFN registration, ATO compliance election, and bank account guidance—so your fund is ready to receive contributions and rollovers correctly from day one.
Administration & Compliance
Stay compliant year-round. We prepare your financial statements, member statements, and annual SMSF return, and manage your ongoing obligations to the ATO so nothing slips through the cracks.
Audit Coordination
Every SMSF must be independently audited each year. We coordinate with an approved SMSF auditor, prepare clean working papers, and resolve queries quickly to keep your lodgement on time.
How We Manage Your Fund
Eligibility & Strategy
We confirm an SMSF is right for you, review your balance and goals, and explain the trustee responsibilities before any paperwork is signed.
Establishment & Registration
We prepare the trust deed, register the fund with the ATO, and set up the structures needed to accept rollovers and contributions correctly.
Ongoing Administration
Throughout the year we maintain your records, reconcile transactions, and keep you informed of contribution caps and compliance deadlines.
Annual Reporting & Audit
At year end we prepare statements, coordinate the independent audit, and lodge your SMSF annual return with the ATO.
Who It's For
First-Time Trustees
Thinking about taking control of your super for the first time? We guide you through eligibility, responsibilities, and setup without the jargon.
Property Investors
Planning to hold property in super? We help you structure the fund correctly and keep your borrowing and compliance arrangements in order.
Switching Administrators
Unhappy with your current accountant or fees? We make changing SMSF administrators straightforward, with a smooth handover of records.
Compliance We Take Care Of
Sole Purpose Test
Ensuring the fund is maintained for the sole purpose of providing retirement benefits.
Contribution Caps
Tracking concessional and non-concessional caps to avoid excess contribution tax.
Investment Strategy
Maintaining a documented, regularly reviewed investment strategy as required by law.
Pension Compliance
Managing minimum pension payments and transition-to-retirement income streams correctly.
Why Self-Manage With Us?
Investment Control
Choose where your super is invested—shares, property, term deposits, and more—within the rules.
Cost Transparency
Fixed, transparent fees for administration and compliance, so you always know what you are paying.
Compliance Confidence
We keep your fund on the right side of the ATO and SIS Act, reducing the risk of penalties.
Consolidated Reporting
Clear annual statements give you and your members a complete view of the fund's performance.
Ready to take control of your super?
Whether you are setting up a new fund or switching administrators, our IPA professionals make SMSF management simple and compliant.
Common Questions
Official resources
Authoritative guidance from the relevant Australian government agencies. Always confirm details with the official source.
Still have questions?
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