In most cases, an SMSF can be established within 1–2 weeks once we receive the required information and documentation. The exact timeframe may vary depending on how quickly documents are completed and returned, as well as processing times from regulators and third parties. We manage the entire process through to fund rollover, proactively coordinating each step to ensure it is completed as efficiently as possible.

Our SMSF setup service typically includes preparing the fund structure and legal documentation, registering the fund with the ATO, obtaining the ABN and TFN, and assisting with the initial setup requirements. We also guide you through the next steps so the fund can begin operating properly.

SMSFs must meet a number of annual compliance requirements, including preparing financial statements, lodging a tax return, completing an independent audit, and maintaining accurate records. We assist our clients with these obligations to ensure their fund remains compliant with ATO regulations.

As accountants, we focus on the structure, setup, and compliance of SMSFs. We do not provide personal financial advice or investment recommendations. If financial advice is required, we are happy to work alongside a licensed financial adviser as part of your advisory team.