SMSF and trusts
SMSF and Trust Setup, Administration and Compliance
We establish family and unit trusts, set up self-managed super funds and manage ongoing administration and audit requirements.
Australian accounting and advisory firm · Clarity. Confidence. Growth.
What's included
- Family and unit trust establishment
- Corporate trustee setup
- SMSF establishment and rollovers
- Annual SMSF accounts and audit coordination
- Trust distribution resolutions
- Deed review and variation referrals
Overview
How we support your business
We deliver this service directly, with a dedicated accountant who knows your business and agreed scope and fees confirmed before we begin.
Trust establishment
Discretionary and unit trust setup, including trustee structure and stamping requirements by state.
Corporate trustee
Registering a company to act as trustee, with the associated director and ASIC obligations.
SMSF establishment
Fund setup, trustee declarations, ABN and TFN registration and rollover coordination.
SMSF administration
Annual financial statements, member balances, and preparation of the fund's annual return.
Audit coordination
Working with an approved SMSF auditor to complete the independent annual audit.
Distribution resolutions
Preparing trust distribution minutes before 30 June in line with the trust deed.
Who it's for
Is this right for you?
- Families establishing a discretionary trust
- Investors using a unit trust structure
- Members considering an SMSF
- Existing SMSF trustees changing administrators
- Trusts needing annual distribution resolutions
- Groups adding a corporate trustee
SMSFs are a significant responsibility and superannuation decisions may constitute financial product advice, which must be provided by an appropriately licensed adviser. We do not provide financial product advice.
Our process
Working with us
- 01
Book a consultation
Tell us about your business, your current setup and the outcome you're after.
- 02
We review your position
We look at your records, obligations and structure, then confirm scope and fees in a written proposal.
- 03
We get to work
Your dedicated accountant takes care of the work on an agreed schedule, with clear communication throughout.
- 04
Ongoing guidance
Regular reporting and proactive advice so you can make decisions with clarity and confidence.
Clarity. Confidence. Growth.
Tell us about your business and we'll review your enquiry and contact you using your preferred method.