Self-Managed Super Fund Management Services

Superannuation is one of the most important considerations in retirement planning. It enjoys significant tax concessions, and is a vehicle to create wealth for retirement and the next generation. A Self-Managed Super Fund (SMSF) can be integral to this, and we can help you manage your fund with our SMSF Compliance & Administration services.

How we help

The compliance and auditing aspects of maintaining an SMSF are increasingly complex. Extensive professional knowledge is required to ensure that your SMSF complies with the relevant legislation, including the Superannuation Industry (Supervision) Act 1993 and the latest auditing/accounting standards.

Our specialist team has many years of practical experience and can administer your SMSF and ensure it complies with legislation.

Who we help

These are some of the groups we help:

  • Professionals with surplus disposable income
  • People in the pre-retirement stage (50+)
  • Self-funded retirees
  • Business owners

Our approach

To start with, we will review your current financial position to advise you on the suitability of an SMSF for your situation. We will provide extensive information and explanations of the pros and cons of an SMSF.

Once we have concluded that an SMSF is a good fit to your current and future situation, we will assist you in establishing the SMSF and the transferring of your current superannuation to the newly established SMSF.

We ensure your fund complies with the relevant ATO regulations and audit requirements, and work with you to ensure ongoing compliance. We endeavour to comply with all the relevant ATO lodgement deadlines, and remain available to answer your questions every step of the way.

To help you evaluate your fund’s investment results, we provide ongoing investment reports and we can also collaborate with your financial advisor to ensure they have the information they need.

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What we do

  • Provide SMSF administration services, incl. setup and ongoing reporting; preparation of annual financial statements, tax returns, TBAR reporting, GST reporting; preparation and lodgement of quarterly BAS and annual GST returns
  • Ensure your super fund is compliant and assist with the annual audit requirement with the independent auditor
  • Assist with the transfer/rollover of your retail fund to your SMSF
  • Assist with the setup of the limited recourse borrowing arrangement
  • Provide administrative support in relation to superannuation in the event of a divorce
  • Advise on pension suitability and eligibility, and the preparation of pension documentation
  • Retirement advice relating to your superannuation needs
  • Advice on estate planning with regard to superannuation
  • Advice in relation to non-standard asset investments and their compliance with the Superannuation Industry (Supervision) Act 1993 (SISA)
  • Advice on contribution limits and pension obligations
  • Assistance with revaluation of assets as required by SISA
  • Review of trust deed, investment strategy, death benefit nominations and asset titles in accordance with SISA
  • Notification of important changes to statutory requirements for SMSF trustees
  • Preparation of all statutory documentation in accordance with SISA
  • Collation of fund documentation from third parties

Why choose us

• We can explain the maze of options in superannuation to help you find the best path forward
• We can determine the most effective and appropriate ways for you to get the most out of your SMSF
• We can clarify your investment philosophy as it pertains to your SMSF
• We can offer an integrated solution that implements strategies across superannuation, tax planning and retirement planning
• We are personable, approachable and straightforward
• We offer quick turnaround times and work to lodgement deadlines
• We can connect you with the financial planners* at BG Private Clients who can advise you on whether an SMSF is right for you

We focus both on your practical needs of now and your ultimate goals of tomorrow.


Yes, it is. Income generated in the fund is concessionally taxed therefore there is more after-tax income left to re-invest for retirement and death benefits.

It is possible to start with as little as $100,000 if you have growth plans.

Yes, and we can ensure you have access to the best advice.

Many types of investments are possible. Acquiring a property through the SMSF may be useful for certain long-term objectives, as well as for business use. Keep in mind, it may not be suitable for self-funded retirees as the net rental income after all expenses may not be sufficient to support their lifestyle.

This is a good strategy for transitioning wealth across generations in a tax-effective way. However, keep in mind that it may involve sharing your financial situation with your children.

Get in touch!

Our experts are here to help you manage your SMSF so that you can focus on the more important things in life.

Get started
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