Self Managed Super Fund Services in Perth
Take direct control of your retirement savings with an SMSF that's set up right, stays compliant, and works as hard as you do. We handle the establishment, tax and administration — you keep the control.
Our SMSF Services
We support trustees through every phase of running a fund — from the first decision to establish one, through to pension payouts.
SMSF Establishment
We assess whether an SMSF actually suits your circumstances first, then handle the trust deed, ATO registration and paperwork to get your fund trading correctly from day one.
Compliance & Administration
Annual financial statements, member statements and SMSF tax returns, prepared and lodged on time — with your independent audit coordinated for you, not chased by you.
SMSF Tax Strategy
Contribution caps, concessional treatment and pension exemptions change often. We keep your fund positioned to legally minimise tax across every phase.
Pension & Retirement Phase
From transition-to-retirement strategies to minimum pension drawdowns, we help you move into retirement phase without unwanted surprises.
Investment Structure Support
We work alongside your licensed financial adviser to keep your fund's investment strategy documentation, record-keeping and reporting audit-ready.
SuperStream & Rollovers
Consolidating external super or rolling funds into your SMSF, we make sure it's processed the compliant, SuperStream-ready way.
Advice on SMSF structuring, compliance and tax is provided as part of our registered tax agent services. Financial product advice, including investment strategy, is provided in conjunction with your licensed financial adviser.
SMSF Frequently Asked Questions
An SMSF suits people who want direct control over their investments and are prepared to take on the time and compliance responsibility that comes with it. It tends to make the most financial sense once your combined super balance is large enough to absorb running costs — commonly cited around $200,000 and up — though the right figure depends on your investment strategy and how hands-on you want to be. We'll talk through your numbers honestly, including telling you if an SMSF isn't the right fit.
Ready to Set Up or Take Over Your SMSF?
Book a free consultation with Rahul today and find out whether an SMSF is the right move for your retirement savings — no jargon, no obligation.
Book Your Free Consultation