SMSF

Our SMSF approach

Taking control of your financial future

Take the wheel of your super savings. With an SMSF, you decide where your money goes, whether it be in direct residential or commercial property right through to shares or other types of investments. We show you how it grows and make the complexities of an SMSF seem not so complex as we're right there with you, making the journey smoother.

We'll chat about what your ideal future looks like, whether that's world travels, supporting family, or peace of mind. Then we'll build your SMSF to match, explaining everything in plain English.

Your strategy will balance growth opportunities with smart diversification, giving your money room to grow while protecting what you've built. And we'll handle the regular compliance checks and reviews, adjusting as your life evolves.

Supporting your financial freedom

Your SMSF Journey, fully supported

SMSF setup

Starting your own super fund shouldn't feel overwhelming. We'll walk you through each step, from choosing the right structure to registering with the ATO, making sure everything is properly set up from day one.

Investment strategy

Your SMSF should reflect what matters to you, not just numbers on a page. We'll help craft a clear roadmap that balances your future goals with your comfort around risk, all while keeping things compliant.

Tax minimisation

Your SMSF doesn't exist in a vacuum—it's part of your bigger financial picture. We work closely with your accountant to ensure everything works in harmony, from managing capital gains to making the most of those valuable franking credits.

Compliance

Let's be honest—paperwork isn't fun for most of us. That's why we handle those behind-the-scenes details, from record-keeping to annual audits and reporting, so you can focus on the bigger picture.

Contributions

Making the most of your super means getting the timing and amounts just right. We'll help you navigate contribution limits and explore smart options like spouse contributions or splitting to grow your nest egg efficiently.

Withdrawals

When it's time to enjoy the wealth you've built, we'll help you access your money in the most beneficial way. Whether through regular pension payments or occasional lump sums, we'll make sure you're getting the most from your fund.

See what our customers say

In safe hands

Adam Pearce

@apearce

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James Hillier

@j_hillier

Sally Robson

@s_robson1

Common Questions

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Financial Strategists

Meet your future team

Catherine James

Director + Financial Strategist

Melissa Miller

Financial Strategist

Christie Pond

Paraplanner

Alicia Adamcewicz

Office Manager

Meet the whole team

Let’s talk strategy

Book a 15 minute discovery call

In just 15 minutes, we’ll help clarify your needs and outline your next steps. If it makes sense, we’ll then book you in for a deeper, complimentary one-on-one discovery session.

Talk to one of our experts and get clear on your next steps.

Your questions answered
15 minutes 1-on-1
No obligation

Self-Managed Super Funds