Self-Managed Superannuation Funds (SMSF)
Self-Managed Superannuation Funds (SMSF)
A Self-Managed Superannuation Fund (SMSF) gives you greater control, flexibility, and investment choice when it comes to planning for your retirement. However, with these benefits comes a high level of responsibility, strict compliance with ATO regulations, ongoing administration, and the need for a solid investment strategy. At FinTax Partners, we provide the expertise and support you need to manage your SMSF with confidence and peace of mind.
We assist individuals and families who want to take a more hands-on approach to their retirement savings, offering end-to-end services covering setup, compliance, administration, and tax planning.
Our SMSF services include:
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SMSF setup & structuring
establishing your fund and ensuring it is correctly structured for compliance and long-term benefits
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Compliance & administration
managing annual returns, audits, member statements, and ongoing reporting to meet ATO requirements
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Tax planning & strategies
advising on concessional and non-concessional contributions, pension strategies, and tax minimisation opportunities
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Investment guidance
providing advice on allowable investments such as property, shares, and managed funds, while ensuring compliance with superannuation laws
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Pension & retirement planning
structuring tax-effective retirement income streams for members
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Asset protection & succession planning
ensuring your super assets are safeguarded and aligned with your broader estate plan
At FinTax Partners, we make SMSF management simpler by combining our specialist knowledge in superannuation, taxation, and compliance. Whether you are setting up a new fund or need assistance managing an existing one, we ensure that your SMSF remains compliant, efficient, and aligned with your long-term retirement goals.
With the right structure and advice, your SMSF can become a powerful vehicle for building wealth, protecting assets, and securing your financial future.
SMSF setup & structuring
establishing your fund and ensuring it is correctly structured for compliance and long-term benefits
Compliance & administration
managing annual returns, audits, member statements, and ongoing reporting to meet ATO requirements
Tax planning & strategies
advising on concessional and non-concessional contributions, pension strategies, and tax minimisation opportunities
Investment guidance
providing advice on allowable investments such as property, shares, and managed funds, while ensuring compliance with superannuation laws
Pension & retirement planning
structuring tax-effective retirement income streams for members
Asset protection & succession planning
ensuring your super assets are safeguarded and aligned with your broader estate plan