Accounting, tax & business advisory
SMSF establishment & management
Complete Self-Managed Super Fund (SMSF) setup, corporate trustee registration, investment strategy drafting, annual accounting, and audit management.
How we can help
Puts you in total control of your retirement superannuation to invest into direct property, commercial real estate, shares, and private assets.
- Buy commercial business premises inside your SMSF and lease it back to your own business
- Enjoy 0% capital gains tax on assets sold once you reach retirement pension phase
- Consolidate multiple family super balances into one fund to dramatically cut annual retail fees
Fees and scope
from $2,000
Normal benchmark: from $2,000 establishment, trust deed & corporate trustee setup
These are indicative fees for the stated scope. We confirm the work, applicable charges and timing with you before proceeding.
What happens next
1. Tell us what you need
Submit your enquiry with the services you have selected and any relevant context.
2. Agree the scope
We review your circumstances and confirm the appropriate service, information needed and fees.
3. Plan the work
Your adviser explains the next steps and agrees a suitable timetable with you.
Working with your records
Tell us whether you use Xero, QuickBooks, MYOB or another system. We will confirm the records and access required for your particular service.