Self Managed Super Funds

SELF-MANAGED SUPER FUNDS

It’s your super. Take control with confidence.

Traditional superannuation funds typically make investing decisions on your behalf. If you’re wondering whether your current setup is helping you meet your long-term goals, it may be worth exploring the options available through an SMSF.

At SMSF Financial, we provide general strategies and resources to help SMSF trustees better understand and manage their fund.

BOOK YOUR FREE STRATEGY CALL

Learn the SMSF strategies many trustees use to take control of their super and build long-term wealth.

Getting Started

We’ll discuss your goals and explain how a self-managed super fund has the potential to grow your wealth, faster.

Setting up your SMSF

Leave it to us! We’ll do the heavy lifting to set up your SMSF in compliance with Australian laws and regulations.

Risk Management

We highlight the potential risks and returns involved in different investment types so trustees can make informed decisions.

SMSF Property Investment

Curious about property investment through your SMSF? We’ll outline what’s involved and share common strategies used by trustees.

Online Reporting

It’s your money—track it with confidence. Our real-time dashboard gives you clear oversight of your fund’s transactions and performance.

Ongoing Support

At SMSF Financial, you’re more than a number. Our experienced team provides ongoing SMSF administration, support, and regular updates to help you stay informed and in control.

SETTING UP YOUR
SMSF WITH SMSF FINANCIAL

Managing an SMSF doesn’t need to be complex. From setup to ongoing compliance, we provide a structured approach, completing all the necessary documentation and offering the tools to help you manage your fund with confidence.

Our experienced team will guide you through each step of the process, keeping you informed and supported as you take control of your retirement savings.

Our set up service includes:

SMSF Trust Deed Establishment (up to 6 members)

Bare Trust Set Up for Property Purchases

Rollovers from Existing Funds

Corporate Trustee Establishment

ATO Registration

Referral for Insurance Review and Rollover

ONGOING SUPPORT

We provide structured SMSF services to help trustees stay compliant, meet reporting obligations, and stay informed about their fund’s activity — with the full support of the SMSF Financial team.

Annual tax return lodgement

Annual tax return preparation

Preparation of in-specie transfer paperwork

Pay annual ASIC fees

Mailbox Service

Annual Financial statements (P&L and Balance Sheet)

Cash flow reporting

Tracking of recorded asset allocations within your SMSF

Scanned document library

Online access to your fund

Facilitating the annual audit

Investment transaction history

Daily bank account reconciliation

Daily valuations for listed assets with live data feeds

Lump sum payment processing

Corporate actions reporting

Expense allocation

Dividend processing

Monthly accounting

Capital gains maintenance

Member account balance tracking

Ongoing reporting on the performance of recorded SMSF assets

Super compliance monitoring

Change in legislation monitoring

Calculating and reporting member benefits

Maintenance of trustee and member records

Pension setup and payments processing

Monitoring concessional and non-concessional contributions

Ready to take the next step? Contact SMSF Financial today.

Self Managed Super Funds