SPECIALIST SMSF ACCOUNTANTS
Self-managed super, done properly.
Specialist SMSF administration, tax and compliance for trustees, advisers and accountants who want a technical partner who picks up the phone.
For advisers & accountants →
WHO WE WORK WITH
Trustees, advisers and accountants.
TRUSTEES
For trustees of an SMSF.
Whether you have an existing fund and you’re considering a switch, or you’re thinking about establishing one, we work directly with trustees who want their fund managed by specialists.
FINANCIAL ADVISERS
For financial advisers.
A specialist SMSF compliance partner. You keep the advice. We handle the administration, tax and compliance. With clear AFSL boundaries.
ACCOUNTANTS
For general-practice accountants.
White-label SMSF compliance for firms that want capability without the overhead. We work in the background. You stay in the relationship.
WHY WE. SMSF
Boutique by design.
One named contact, start to finish.
The person who scopes the fund is the person who runs it. No shared inbox. No rotating account manager. Same voice on the phone every time.
Technical depth as standard.
Pensions, LRBAs, business real property, Division 296, in-house asset reviews. Handled here as standard, not treated as exceptions or referred out.
Proactive, not reactive.
A December call covering contribution status, pension minimums, and any planning windows still open. Not a scramble in June.
Transparent, quoted fees.
A published starting fee for every tier, then a written fixed quote before we start. No add-ons, no year-end surprises. The number we quote is the number we invoice.
WHAT CLIENTS SAY
In their own words.
We moved from another SMSF service and the transition went incredibly smoothly. The biggest difference is having everything talked through and personal.
Jo E., Trustee
Shaun has a genuine command of the SMSF compliance side and keeps a clean line on where the advice sits. The client’s in good hands.
Nicholas Peronace, Senior Manager, FMA Partners
The whole SMSF back-end disappears into my own service. The queries that come through are the sensible kind, not box-ticking.
Byron Raal, Partner, Altiora Advisory
WHAT WE DO
Three services. One specialism.
SMSF Establishment
Setting up a self-managed super fund: trust deed, ATO registration, electronic service address, investment strategy framework. One fixed fee.
SMSF Administration & Compliance
Annual financials, tax return, member statements, ATO correspondence, audit liaison. Run on BGL Simple Fund 360, with your own trustee login.
SMSF Switching
Changing administrators? We drive the process. You sign two or three documents. Total trustee time: under one hour.
All three services include the documentation you’d expect. For one-off SMSF documents without an ongoing engagement, see Document Services →
INSIGHTS
Recent thinking.
PROPERTY & LRBAS
My SMSF has paid off its property loan. Does the property have to come out of the bare trust?
Paid off your fund's property loan? The fund has the right to take legal title, and nothing in the super law requires…
COMPLIANCE & TRUSTEES
If my accountant looks after my SMSF, am I still responsible?
You can hand the work to an accountant, and most trustees sensibly do, but the responsibility for the fund stays with you.…
COMPLIANCE & TRUSTEES
Director ID linking starts 1 July 2027, and half of it is yours alone to fix
From 1 July 2027 ASIC starts linking director IDs to the companies they direct. Your SMSF's corporate trustee gets caught at its…
Speak to a specialist.
A 15-minute review of your fund, with no pressure to switch.
Book a fund reviewOr call 1300 459 101 · download our 4-page guide