Self-managed super (SMSF)
An SMSF is not “set and forget.” We keep member balances sensible, track contributions against caps, prep the annual return data, and package everything cleanly for your independent auditor—so you meet deadlines without last-minute panic.
- Annual return support
- Auditor-ready files
- Pension & accumulation splits
- Contribution monitoring
Day-to-day compliance
Investment purchases, pension payments, and related-party rules checked against current law.
Workpapers that auditors can follow without endless back-and-forth.
Advice boundaries
We explain rules and numbers. Personal financial product advice sits with advisers who hold the right licence—we can refer where needed.