Do You Need Help With A Self-Managed Super Fund?



While the concept of a "self-managed" superannuation fund suggests total independence, navigating the intricate regulatory landscape requires a sophisticated level of technical oversight. An SMSF offers unparalleled control over your retirement strategy, yet this autonomy comes with significant administrative responsibilities and compliance responsibilities. As dedicated tax agents, we provide the essential technical framework and expertise necessary to maintain your fund's standing with the Australian Taxation Office, allowing you to focus on your long-term investment vision while we manage the complex mechanics of tax compliance.

Ensuring that an SMSF is the appropriate vehicle for your financial future is a decision that must be grounded in professional financial strategy. To satisfy legal requirements and ensure your best interests are protected, the establishment of any new fund begins with a Statement of Advice (SOA) from a licensed financial planner. This document serves as the strategic foundation for your fund, confirming that an SMSF aligns with your specific objectives and needs. Once this professional advice has been obtained, our team facilitates the technical execution of the setup process, managing everything from trust deed establishment to TFN and ABN registrations to ensure your fund is structured correctly from the outset.

The ongoing management of an SMSF involves a cycle of annual obligations. We oversee the entire administrative lifecycle of your fund, from the preparation and lodgement of annual Income Tax Returns to the generation of detailed financial statements. We coordinate the mandatory annual audit through our established network of independent, external auditors.

Important Disclaimer: The information provided on this website is of a general nature and for educational purposes only; it does not constitute financial product advice. Ambrosiussen The Business Accountants operate as Tax Agents and are not licensed financial planners. We do not provide advice regarding the suitability of an SMSF for your personal circumstances, nor do we offer financial planning services. We strongly recommend that all clients seek guidance from a licensed financial advisor, evidenced by a formal Statement of Advice, before making any definitive decisions regarding the establishment or management of a Self-Managed Superannuation Fund.