SMSF setup and administration
With over 20 years of specialised experience in SMSF setup and administration, we make the process as easy and stress-free as possible.
Our comprehensive services are designed to complete all behind-the-scenes work so you can focus on your investment strategies.
SMSF management
Our SMSF management services help trustees, accountants, and financial advisors confidently get the most out of SMSFs.
When you use our services, you don’t have to get bogged down with compliance. We’ll do all the complex specialist work for you.
SMSF estate planning
We’ll work closely with you so you have confidence knowing your retirement savings and where they’ll be distributed according to your wishes.
Create a plan that protects your assets for your family’s financial future and take control of your legacy.
SMSF compliance advice
Our team of experts know super inside and out. By working with us, we’ll keep you updated on all your compliance requirements and any legislative changes.
Have peace of mind knowing your retirement savings are in expert hands.
SMSF tax returns
SMSF tax returns are essential for meeting your legal obligations and ensuring the long-term health and compliance of your SMSF.
We’ll make sure your returns are lodged on time and accurately document your contributions, investment strategy, and distributions.
SMSF wind up
Winding up an SMSF is the process to dissolve the fund, distribute member benefits, and fulfil compliance obligations.
When the time comes, we’ll help you review your trust deed so you can dispose of your assets, settle liabilities, and lodge a final tax return.
Ready to set up your SMSF?
As soon as you’re ready, our team is here to help set up your SMSF with ease and confidence. From the moment you decide to start, we’ll guide you through the process every step of the way.
Reach out to us and learn more about how we can help you make the most of your retirement savings.
Reviews
Hamish and I are very grateful, the past 20 years wouldn’t have been as rewarding without the guidance we have received from you.
— Shendel
An outstanding group of efficient professionals always ready to help and support. Thanks for the great service over the years.
— Anthony
Awesome job done by WA SMSF Specialists, we really couldn’t have done much without you going the extra mile for us!
— Peter