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Self-Managed Superannuation Funds (SMSF)

Fintax Partners > Self-Managed Superannuation Funds (SMSF)

Take Control of Your Retirement with Expert SMSF Guidance

A Self-Managed Superannuation Fund (SMSF) gives you greater control, flexibility, and investment choice when planning for retirement. You decide how your super is invested whether in shares, property, cash, or managed funds and you have the ability to implement highly personalised retirement strategies. However, running an SMSF comes with significant trustee responsibilities, strict ATO compliance obligations, and the need for a clear, well-informed investment strategy.

At FinTax Partners in Greenslopes, Brisbane, we provide end-to-end SMSF services for individuals and families across QLD who want to take a more hands-on approach to their retirement savings. From fund setup through to pension phase, our team ensures your SMSF remains compliant, tax-efficient, and aligned with your long-term financial goals.

We specialise in making SMSF management straightforward combining our expertise in superannuation law, taxation, and compliance to remove the complexity and give you confidence in your fund.

Our SMSF Services Include

  • SMSF Setup & Structuring

    Establishing your fund correctly from day one including trust deed preparation, trustee registration, TFN/ABN application, and ATO election

  • Annual Compliance & Administration

    Preparation of annual financial statements, member statements, and SMSF annual returns lodged in compliance with ATO requirements

  • SMSF Audit Coordination

    Arranging the mandatory independent annual audit of your SMSF through approved ASIC-registered auditors

  • Tax Planning & Strategies

    Advice on concessional and non-concessional contributions, contribution caps, pension strategies, and tax minimisation within the SIS Act framework

  • Investment Compliance

    Guidance on allowable SMSF investments including property, shares, and managed funds, ensuring compliance with the sole purpose test and SIS Act investment rules

  • Pension & Retirement Planning

    Structuring tax-effective account-based pension income streams and transition-to-retirement (TTR) strategies for SMSF members

  • Asset Protection & Succession Planning

    Ensuring your SMSF assets are protected through binding death benefit nominations and aligned with your broader estate plan

  • SMSF Property Advice

    Guidance on purchasing residential or commercial property within your SMSF, including limited recourse borrowing arrangements (LRBAs) and compliance requirements

Why Choose FinTax Partners for SMSF Services?

  • Specialist SMSF knowledge: superannuation law (SIS Act), ATO SMSF compliance, and SMSF tax planning
  • Registered Tax Agents all SMSF tax returns and ATO correspondence are handled compliantly
  • Integrated estate planning and SMSF advice: binding death benefit nominations, pension structuring, and wealth transfer
  • SMSF property expertise including LRBA structures for property purchase within super
  • Proactive compliance monitoring to ensure your fund avoids costly ATO penalties or compliance breaches
  • Local Brisbane SMSF specialists based in Greenslopes serving trustees across QLD and nationally

Frequently Asked Questions

 SMSF running costs vary but typically include accounting/administration fees, audit fees, ASIC fees (for corporate trustees), and ATO supervisory levies. FinTax Partners provides transparent, competitive SMSF administration and compliance packages and contact us for a tailored quote based on your fund’s complexity.

 Yes. An SMSF can purchase residential investment property or commercial property, provided it complies with the SIS Act — including the sole purpose test, and the prohibition on purchasing residential property from related parties. Commercial property can be purchased from related parties for business use. FinTax Partners provides SMSF property acquisition advice and can assist with Limited Recourse Borrowing Arrangements (LRBAs).

 SMSF trustees are required to prepare an investment strategy, lodge an annual SMSF return, have the fund audited by an approved auditor each year, meet contribution cap rules, and comply with the SIS Act’s investment and benefit payment rules. Non-compliance can result in significant ATO penalties or fund disqualification. FinTax Partners manages these requirements on your behalf.

 An SMSF can have individual trustees (up to four) or a corporate trustee (a company with members as directors). A corporate trustee typically offers advantages including cleaner asset titling, simpler member changes, and reduced administrative burden. FinTax Partners can advise on the right trustee structure for your circumstances.

Ready to set up or optimise your SMSF in Brisbane?

Book a consultation with FinTax Partners' SMSF specialists call 07 3073 1567