Self-Managed Super Fund Services
Establish and manage your Self-Managed Super Fund with our comprehensive, legally compliant documentation services.
Why Choose a Self-Managed Super Fund?
A Self-Managed Super Fund (SMSF) gives you control over your retirement savings and investment choices
Investment Control
Take direct control of your investment decisions and strategy, with a wider range of investment options than typical retail super funds.
Tax Benefits
Access potential tax advantages, including concessional tax rates on earnings and tax-free benefits when in pension phase.
Estate Planning
Greater flexibility in estate planning, allowing for more control over how your super benefits are distributed after your death.
Property Investment
Ability to invest in direct property, including business real property, which isn't typically available through retail super funds.
Family Consolidation
Pool your super with family members (up to four members) to increase buying power and reduce costs through economies of scale.
Transparency
Complete visibility over your super investments, fees, and performance, with no hidden costs or unexpected changes.
SMSF Services
Comprehensive documentation for your Self-Managed Super Fund
New SMSF Deed
Establish your Self-Managed Super Fund with our comprehensive, legally compliant trust deed. Includes all necessary establishment documents.
Start New OrderSMSF Deed Update
Update your existing SMSF deed to reflect current legislation and ensure your fund remains compliant with the latest super laws.
Start New OrderChange of Trustee
Change the trustee structure of your SMSF with our comprehensive documentation package. Suitable for individual or corporate trustees.
Start New OrderProperty Investment Documents
Complete documentation package for SMSF property investments, including limited recourse borrowing arrangements (LRBA) if required.
Start New OrderPension Commencement
Start an account-based pension from your SMSF with our comprehensive documentation package, ensuring compliance with super laws.
Start New OrderSMSF Wind-up
Wind up your Self-Managed Super Fund with our comprehensive documentation package, ensuring all legal requirements are met.
Start New OrderSMSF Establishment Pricing
Professional SMSF documentation at competitive prices
Standard SMSF Deed
- Comprehensive SMSF Trust Deed
- Trustee Consent Forms
- Member Application Forms
- Trustee Minutes
- ATO Registration Assistance
- ABN & TFN Application Help
- Digital Delivery
- 2-3 Business Day Processing
Premium SMSF Package
- Comprehensive SMSF Trust Deed
- Trustee Consent Forms
- Member Application Forms
- Trustee Minutes
- Investment Strategy Template
- ATO Registration Assistance
- ABN & TFN Application Help
- Digital Delivery
- Priority Processing (1 Business Day)
- 30-Minute Consultation
Corporate Trustee Package
- Comprehensive SMSF Trust Deed
- New Company Registration
- Company Constitution
- Trustee Consent Forms
- Member Application Forms
- Trustee Minutes
- Investment Strategy Template
- ATO Registration Assistance
- ABN & TFN Application Help
- Digital Delivery
- Priority Processing (1 Business Day)
- 60-Minute Consultation
Frequently Asked Questions
Everything you need to know about Self-Managed Super Funds
What is a Self-Managed Super Fund (SMSF)?
An SMSF is a private superannuation fund that you manage yourself. It's regulated by the Australian Taxation Office (ATO) and can have up to six members, all of whom must be trustees (or directors of a corporate trustee).
What are the benefits of an SMSF?
SMSFs offer greater control over investment choices, potential tax advantages, estate planning flexibility, and the ability to invest in assets not typically available through retail super funds, such as direct property.
What's the difference between individual trustees and a corporate trustee?
Individual trustees are the fund members themselves acting as trustees. A corporate trustee is a company that acts as the trustee, with fund members as directors. Corporate trustees offer better asset protection, simpler administration when members change, and perpetual succession.
How much does it cost to run an SMSF?
Costs include establishment fees, annual ATO levy, audit fees, accounting/tax return preparation, and investment expenses. These typically range from $2,000 to $5,000 per year, depending on the complexity of the fund and services required.
How long does it take to establish an SMSF?
With our standard service, SMSF establishment documentation is typically prepared within 2-3 business days. Additional time is required for ATO registration, ABN and TFN applications, and setting up bank accounts.
What are the responsibilities of SMSF trustees?
Trustees must act in the best interests of all members, manage the fund according to its trust deed and the law, develop and implement an investment strategy, keep proper records, and arrange an annual audit by an approved SMSF auditor.
Can my SMSF borrow money to invest?
Yes, SMSFs can borrow to invest under limited recourse borrowing arrangements (LRBAs), most commonly used for property purchases. Strict rules apply, and specific documentation is required.
How is an SMSF different from a retail or industry super fund?
In an SMSF, members are also trustees responsible for all decisions and compliance. Retail and industry funds are managed by professional trustees who make these decisions on members' behalf. SMSFs offer more control but come with greater responsibility.
Ready to Take Control of Your Super?
Establish your Self-Managed Super Fund today with our professional documentation services.
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