SMSF (Self-Managed Super Fund)
Take a considered approach to your retirement savings, with support across SMSF setup, ongoing administration and investment strategy.
More control over your super comes with more responsibility.
A self-managed super fund (SMSF) gives you greater control over how your retirement savings are invested. But running one isn't as simple as choosing where your money goes. From strict ATO rules and annual reporting to investment restrictions and trustee responsibilities, there's plenty to get right. Whether you're setting up your first SMSF or managing an existing fund, Bon Conseil helps you navigate the complexities and stay on top of your obligations.
More control over your super comes with more responsibility.
A self-managed super fund (SMSF) gives you greater control over how your retirement savings are invested. But running one isn't as simple as choosing where your money goes. From strict ATO rules and annual reporting to investment restrictions and trustee responsibilities, there's plenty to get right. Whether you're setting up your first SMSF or managing an existing fund, Bon Conseil helps you navigate the complexities and stay on top of your obligations.
Your super should be working towards your future, not adding to your paperwork. We help you set up and manage your SMSF, from choosing the right structure and handling annual accounts to meeting compliance requirements and understanding your investment options.
Take control of your super. We'll help with the tricky bits.
[01]
SMSF Setup
Start your SMSF on the right foot. We help you understand what's involved, establish your fund and get the right structure in place. From registration and trustee arrangements to the paperwork, we make the setup process easier to navigate.
🚀 Fund registration 👥 Trustee setup
📜 Trust deeds 🏢 ABN registration
🔢 TFN registration 🔄 Super rollovers
[02]
SMSF Compliance
SMSFs come with strict rules, reporting deadlines and ongoing trustee responsibilities. We help you stay on top of changing regulations, coordinate your annual audit and keep your fund compliant, reducing the risk of costly mistakes and penalties.
🔍 Compliance reviews 🤝 Audit coordination
📅 ATO reporting & deadlines
📋 Trustee guidance 🔔 Regulatory updates
[03]
SMSF Administration
Managing your own super shouldn't mean drowning in paperwork. We take care of your fund's accounting, record-keeping and ongoing administration, so you have an accurate picture of your fund's finances and more time to focus on your retirement goals.
📚 Bookkeeping & records 📊 Financial statements
🔄 Transactions & contributions
👥 Member balances 💬 Fund correspondence
[04]
SMSF Tax Returns
SMSF tax returns can get complicated, especially when your fund holds different types of investments. We prepare and lodge your annual return, making sure income, expenses, contributions and deductions are reported correctly while helping you understand available tax concessions.
🧾 Annual tax returns 📊 Income & expenses
🏦 Contribution & pension reporting
💡 Deductions & concessions
✉️ ATO lodgement & correspondence
[05]
SMSF Investment Strategy
Having control over your super means making important investment decisions. We help you understand SMSF investment rules, consider the tax implications of different assets and document a strategy that reflects your retirement goals. With the right guidance, you can make more informed decisions while keeping your fund on track with its obligations.
🧭 Strategy preparation & reviews
⚖️ Allocation & diversification
🏠 Property tax & structuring
🛡️ Compliance & risk reviews
🗓️ Investment tax planning
Your super should be working towards your future, not adding to your paperwork. We help you set up and manage your SMSF, from choosing the right structure and handling annual accounts to meeting compliance requirements and understanding your investment options.
Take control of your super. We'll help with the tricky bits.
[01]
SMSF Setup
Start your SMSF on the right foot. We help you understand what's involved, establish your fund and get the right structure in place. From registration and trustee arrangements to the paperwork, we make the setup process easier to navigate.
🚀 Fund registration 👥 Trustee setup
📜 Trust deeds 🏢 ABN registration
🔢 TFN registration 🔄 Super rollovers
[02]
SMSF Compliance
SMSFs come with strict rules, reporting deadlines and ongoing trustee responsibilities. We help you stay on top of changing regulations, coordinate your annual audit and keep your fund compliant, reducing the risk of costly mistakes and penalties.
🔍 Compliance reviews 🤝 Audit coordination
📅 ATO reporting & deadlines
📋 Trustee guidance 🔔 Regulatory updates
[03]
SMSF Administration
Managing your own super shouldn't mean drowning in paperwork. We take care of your fund's accounting, record-keeping and ongoing administration, so you have an accurate picture of your fund's finances and more time to focus on your retirement goals.
📚 Bookkeeping & records 📊 Financial statements
🔄 Transactions & contributions
👥 Member balances 💬 Fund correspondence
[04]
SMSF Tax Returns
SMSF tax returns can get complicated, especially when your fund holds different types of investments. We prepare and lodge your annual return, making sure income, expenses, contributions and deductions are reported correctly while helping you understand available tax concessions.
🧾 Annual tax returns 📊 Income & expenses
🏦 Contribution & pension reporting
💡 Deductions & concessions
✉️ ATO lodgement & correspondence
[05]
SMSF Investment Strategy
Having control over your super means making important investment decisions. We help you understand SMSF investment rules, consider the tax implications of different assets and document a strategy that reflects your retirement goals. With the right guidance, you can make more informed decisions while keeping your fund on track with its obligations.
🧭 Strategy preparation & reviews
⚖️ Allocation & diversification
🏠 Property tax & structuring
🛡️ Compliance & risk reviews
🗓️ Investment tax planning
4,9
4,9
Featured Clients
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Featured Clients
26071756
Compliance is just the beginning
Big-Four expertise. Personal attention.
Our founder, Navid, is a former KPMG auditor, bringing Big-Four experience and attention to detail to your financial affairs. You benefit from that expertise through clear, practical advice tailored to your needs and goals.
Big-Four expertise. Personal attention.
Our founder, Navid, is a former KPMG auditor, bringing Big-Four experience and attention to detail to your financial affairs. You benefit from that expertise through clear, practical advice tailored to your needs and goals.
Big-Four expertise. Personal attention.
Our founder, Navid, is a former KPMG auditor, bringing Big-Four experience and attention to detail to your financial affairs. You benefit from that expertise through clear, practical advice tailored to your needs and goals.
Qualified, Registered and Accountable
Our team includes Certified Practising Accountants (CPAs), Chartered Accountants (CAs) and registered tax agents, giving you access to qualified expertise for your accounting and tax needs. We help you understand your obligations, navigate complex requirements and make decisions with confidence.
Qualified, Registered and Accountable
Our team includes Certified Practising Accountants (CPAs), Chartered Accountants (CAs) and registered tax agents, giving you access to qualified expertise for your accounting and tax needs. We help you understand your obligations, navigate complex requirements and make decisions with confidence.
Qualified, Registered and Accountable
Our team includes Certified Practising Accountants (CPAs), Chartered Accountants (CAs) and registered tax agents, giving you access to qualified expertise for your accounting and tax needs. We help you understand your obligations, navigate complex requirements and make decisions with confidence.
Real relationships, beyond the spreadsheet
We’re not just here to crunch numbers and send invoices—we take the time to understand your life, priorities and what financial peace of mind means to you. We build personal relationships that go beyond the spreadsheets and put your needs first, always.
Real relationships, beyond the spreadsheet
We’re not just here to crunch numbers and send invoices—we take the time to understand your life, priorities and what financial peace of mind means to you. We build personal relationships that go beyond the spreadsheets and put your needs first, always.
Real relationships, beyond the spreadsheet
We’re not just here to crunch numbers and send invoices—we take the time to understand your life, priorities and what financial peace of mind means to you. We build personal relationships that go beyond the spreadsheets and put your needs first, always.
