SMSF assistance | self managed super fund creation and compliance

Taking control of your superannuation can be an important step in your wealth creation strategy. With an important decision comes the need for specialised help – think of tax concessions, flexibility and generational planning.

Our experienced team of tax experts can guide you through the complexities of having a SMSF, including your tax obligations and legal requirements from start to finish. If you already have a SMSF or would like to explore what this would mean for you, we’re here to help.

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Education around the process of setting up a SMSF

Advising on which investments are allowed inside a SMSF

SMSF creation

Preparation of financial statements and tax returns ready for audit

Ensure tax compliance

It was hard to escape the media coverage of Labor’s proposed superannuation tax legislation changes earlier this year, impacting those with superannuation balances above $3 million. Since the initial announcement garnered criticisms from many, we’ve received some welcome revisions from the Federal Government. Read on to learn what the tax is, the changes that’ve been made and who it will affect.

Division 7A: What Every Private Company Owner Needs to Know

Division 7A is legislation designed to prevent private companies from distributing profits to shareholders or their associates in the form of loans, payments, or debt forgiveness instead of taxable dividends or wages. A common example of this is for a business owner to transfer money to themselves over and above their wage or for the business owner to pay for something on the company credit card that is not deductible. Whilst the rules are relatively complex, here is a summary of what you need to know.

Services

Superannuation (SMSF)

Education around the process of setting up a SMSF

Advising on which investments are allowed inside a SMSF

SMSF creation

Preparation of financial statements and tax returns ready for audit

Ensure tax compliance

Related Articles

What to Know About Fringe Benefits Tax in 2026

What the Payday Super Changes Mean for Employers

Division 296: Superannuation Legislation Update

Division 7A: What Every Private Company Owner Needs to Know

We’d love to hear from you.

Services

Superannuation (SMSF)

Education around the process of setting up a SMSF

Advising on which investments are allowed inside a SMSF

SMSF creation

Preparation of financial statements and tax returns ready for audit

Ensure tax compliance

Related Articles

What to Know About Fringe Benefits Tax in 2026

What the Payday Super Changes Mean for Employers

Division 296: Superannuation Legislation Update

Division 7A: What Every Private Company Owner Needs to Know

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