Most SMSFs are set up within 10-14 business days, including company registration, ATO registrations, bank account setup, and rollover support. 

 Yes, we take care of the setup and guide you step-by-step, so you’re not left dealing with paperwork or uncertainty. 

 We handle everything  =end-to-end:

• corporate trustee establishment
   trust setup

• ATO registrations

• bank account setup

• rollovers from existing super funds

• and a SMSF Power Masterclass so you understand how your SMSF works

 No. We operate on an execution-only basis.
We set up the structure and ensure everything is compliant, and we educate you on how SMSFs work so you can make informed decisions.

 There’s no strict minimum, but your balance should be sufficient to cover annual costs and still allow you to invest effectively. 

 You’ll go through our SMSF Power Session, where we explain:

• what you can and can’t do

• how to manage your fund

• ATO expectations

• common mistakes to avoid

We then handle your ongoing accounting, tax, and audit each year  

 Yes — most SMSFs are set up with couples, allowing you to combine your balances into one fund and invest together. 

 SMSFs can invest in a range of assets, including property, shares, and crypto, provided the investments comply with superannuation rules and your fund’s investment strategy.

 The SMSF Power Masterclass is an exclusive, information-packed session for our clients — covering everything you need to know to run your SMSF correctly and efficiently, avoid costly mistakes, and stay compliant for the next 20–30 years.

 We don’t just set up your SMSF.

 We educate every client on how to run it properly, based on 20+ years of experience, so you avoid costly mistakes and stay compliant long-term. 

 An SMSF suits people who want control, are willing to take responsibility, and want flexibility in how their super is invested.

We’ll cover this in your strategy session.