SMSF Solutions in Geelong

Self Managed Super Fund Advice & Management

We offer a comprehensive range of SMSF services from our office in Geelong. Each service can be structured as part of a total package, or as a standalone module:

  • Strategic

    • Superannuation strategies – contributions, salary sacrificing, pensions and transition to retirement
    • SMSF borrowing structures and strategies
    • Specific SMSF issues – including in specie contributions, use of reserves, related party transactions and in-house asset rules
    • Acquisition of property – including business real property
    • Estate Planning strategies
  • Investment

    • Development and review of the Fund’s investment strategy
    • Portfolio construction and asset allocation advice
    • Market and investment research
    • Recommendations in relation to direct shares, managed funds, listed investment companies and ETF’s
    • Access to wholesale investments and wholesale pricing
  • Investment

    • Access to comprehensive administration platforms
    • Detailed investment reporting – including cost information and income details
    • Consolidated portfolio reporting – including portfolio valuation, income reports, asset allocation and performance reporting
    • Tax statements at investment level
    • 24×7 online access
  • SMSF Accounting
    & Compliance

    • Preparation of financial statements
    • Tax statements at Fund level
    • Calculation and recording of member balances and pension payments
    • Prepararation of minutes, dealing with ATO and ASIC regarding compliance requirements
    • Co-ordination of audit and actuary functions
  • SMSF

    • SMSF establishment – including Trust Deed and corporate trustee
    • SMSF Borrowing package – including establishment of the bare trust and corporate trustee
    • SMSF Investment Strategy Document
    • Death Benefit Nominations

*We can work with your chosen accountant or alternatively, we can enlist the help of a specialist SMSF administrator on your behalf.

To discuss your requirements, please give us a call on (03) 5229 6882, email us at