Expert SMSF Services & Management
Take control of your superannuation with professional SMSF setup, compliance, and ongoing management. Maximize your retirement savings with expert guidance.
Why Choose Our SMSF Services?
Professional SMSF management that ensures compliance, maximizes investment opportunities, and secures your financial future.
Full Compliance
Complete ATO compliance management, audit preparation, and regulatory reporting
Tax Strategy
Strategic tax planning and compliance to maximize tax benefits and minimize liabilities
Complete Administration
Full fund administration, record keeping, and financial statement preparation
Expert Support
Dedicated SMSF specialists and ongoing professional support
Comprehensive SMSF Services
From fund establishment to ongoing management, we provide complete SMSF solutions.
Setup & Administration
SMSF Establishment
Complete fund setup, trust deed, and ATO registration
Corporate Trustee Setup
Corporate trustee establishment and ASIC registration
Tax Strategy
Customized tax strategy development and compliance
Bank Account Setup
Fund bank account and investment platform setup
Compliance & Reporting
Annual Tax Returns
Fund and individual tax return preparation
Financial Statements
Annual financial statements and member statements
ATO Annual Return
Annual return preparation and lodgement
Audit Coordination
Independent audit coordination and management
Professional SMSF Management
Comprehensive SMSF services with transparent pricing. Professional management from setup to ongoing compliance.
100% Tax Deductible
Fees are fully tax deductible
Payment from Super
Fees paid directly from super fund balance
Quality Matters
A good agent is more important than good price
SMSF Setup Package
+ GST (one-time fee)
Complete fund establishment
Annual Management
per month + GST
Complete ongoing management
*External auditor fee not included (~$500/year)
Premium Full Service
per month + GST
Complete service + advice
*External auditor fee not included (~$500/year)
Additional Services Available
SMSF Advantages
Take control of your superannuation with the flexibility and tax benefits of a Self-Managed Super Fund.
Investment Control
Choose your own investments including shares, property, term deposits, and more with complete control over your portfolio.
Tax Benefits
Concessional tax rate of 15% on income and capital gains, with potential for 0% tax in pension phase.
Cost Efficiency
Potentially lower fees than industry super funds, especially for larger balances, with transparent fee structure.
Asset Protection
Superannuation assets are generally protected from creditors and bankruptcy, providing security for your retirement.
Estate Planning
Better control over death benefits and estate planning strategies, including reversionary pensions for spouses.
Performance Potential
Opportunity for higher returns through proper tax structuring and compliance optimization.
Ready to Take Control of Your Super?
Contact us today for a free SMSF consultation and discover how a Self-Managed Super Fund can benefit your retirement planning.
Why Choose Tax7 for Your SMSF?
SMSF Specialists
Dedicated team of SMSF experts with extensive experience
Full Service Provider
From setup to wind-up, we handle all aspects of SMSF management
Compliance Guaranteed
We ensure your fund meets all ATO requirements and regulations
Personalized Service
Tailored tax strategies and ongoing support
Get Your Free SMSF Consultation
Speak with an SMSF specialist today