Your fund, inside your structure.
We advise SMSF trustees on setup, compliance, and contribution strategy with a clear view of how the fund sits within your broader tax and structural position.
Full-cycle SMSF advice
Setup and compliance
Trust deed preparation, ATO registration, annual audit coordination, and regulatory lodgement — structured correctly from the start so compliance is never a catch-up exercise.
Contribution strategy
Concessional and non-concessional contribution planning aligned to your income and business structure — so the fund receives capital at the right time and in the right form.
Pension phase planning
Transition-to-retirement and account-based pension structuring that considers tax on fund earnings, transfer balance caps, and the sequencing of drawdowns against other income.
Asset acquisition and structuring
Advice on property, listed securities, and related-party acquisitions inside the fund — with a clear line of sight to the SIS Act rules and your fund's investment strategy.
Not beside your structure — inside it.
An SMSF that operates independently of your company and trust structure misses the planning opportunities that integration creates. We map the fund against your full position before advising on any single decision.
Ready to review your fund's position?
Book a consultation and we'll assess your SMSF setup, contribution headroom, and how the fund sits within your current structure.