SMSF (Self Managed Superannuation Fund)

SMSF’s are a popular alternative to traditional superannuation funds. They give you greater control over your money and more flexibility when it comes to acquiring assets. However, establishing and managing an SMSF can be a very complicated process.


From the establishment of an SMSF to the preparation and lodgement of income tax returns, financial statements and audits, our SMSF accountants will help you look after everything including:

  • Establishment of self managed superannuation funds
  • Assistance with rolling over your existing superannuation policies into your SMSF
  • Assistance with establishment of tax deductible life insurance inside your SMSF
  • Preparation of financial statements, income tax and regulatory returns
  • Completion of financial statement audits and SIS compliance
  • Pension establishment and ongoing maintenance
  • Reporting obligations, income tax and SIS legislation

CONTACT US for more information about our unique Superannuation Services.

Call us on 07 3226 1800 or message us on our Contact page.

Our office is located at Level 12, 300 Ann Street, Brisbane City QLD.

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Flexitray Australia

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Xtra Insights

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Working with Leon was a joy. He was easy to talk to, and he very quickly comprehended what the business was all about.
He came up with some great ideas, aspects I hadn’t thought of, and new ways of looking at things.
He helped me understand how best to present our unique proposition to our clients and gave me the confidence to say exactly how it is.
Our business service is new to the market, and I now understand how best to articulate our competitive advantage and the value the business offers our clients, and the confidence to charge the right price." - Sharon Musker, WiseUp Energy Solutions

WiseUp Energy Solutions

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