Self-Managed Super Fund (SMSF)
End-to-end SMSF services, setup, administration, annual compliance, audit coordination, and strategic advice so you stay in control of your retirement savings without the administrative burden.
Full Control of Your Super
An SMSF puts you in direct control of how your retirement savings are invested. We handle the compliance so you can focus entirely on the investment decisions.
All Compliance Managed
From annual financial statements and the SMSF return to independent audit coordination, we manage every compliance obligation your fund has each year.
Strategic Advice Included
We advise on contribution limits, pension transitions, and related-party rules throughout the year, not just at annual return time.
What We Do
Take Full Control of Your Super — Without the Compliance Headaches
A self-managed super fund gives you direct control over how your retirement savings are invested, but with that control comes a significant set of trustee compliance responsibilities. Failing to meet your obligations can result in serious ATO penalties, loss of fund tax concessions, and, in extreme cases, fund disqualification.
At GK Tax Experts, we provide complete SMSF services that keep your fund running correctly, compliantly, and aligned with your retirement goals, so you enjoy every benefit of an SMSF without having to manage the compliance burden yourself. We will always advise honestly if an SMSF is suitable for your situation; not every structure is right for every investor.
- SMSF Setup & Registration
- Annual Return Lodgement
- Independent Audit Coordination
- Ongoing Compliance Advice
Our Full SMSF Service Covers
- SMSF Establishment: Trust deed preparation, ATO registration, TFN and ABN application, and bank account setup guidance.
- Investment Strategy Documentation: We prepare and maintain a compliant investment strategy reflecting your fund's objectives and member circumstances.
- Annual Financial Statements: Complete financial statements, including income statements, balance sheets, and member statements, are prepared each year.
- SMSF Annual Return: We prepare and lodge your SMSF annual return with the ATO accurately and on time every year.
- Independent Audit Coordination: We coordinate the mandatory annual audit and liaise with the independent auditor on your behalf.
- Ongoing Compliance Advice: We advise on contribution limits, pension transitions, related-party transactions, and other compliance matters throughout the year.
How It Works
SMSF Establishment
We set up your fund, including the trust deed, ATO registration, and all required documentation, ready to receive contributions and start investing.
Ongoing Administration
We manage your fund's financial records throughout the year, keeping everything accurate and audit-ready.
Annual Compliance
At year's end, we prepare your financial statements and member reports, coordinate the independent audit, and lodge your SMSF annual return.
Year-Round Advice
We provide compliance advice whenever you need it, including contributions, pension decisions, and investment-related questions throughout the year.
Testimonials
What Our Clients Say
GK Tax Experts manage our SMSF from end to end. The annual compliance is always handled on time, the audit is coordinated without any effort on our part, and we get good advice throughout the year on contributions and investments.
Bernard L., Melbourne
Setting up our SMSF seemed complex, but GK Tax Experts made the process completely straightforward. Everything was explained clearly, and the ongoing administration has been seamless.
Christine M., Sydney
I wanted control over my super but was scared of the paperwork. GK Tax Experts set up my SMSF properly and handle all the compliance and audits each year. I just focus on my investments, and they handle the rest.
Robert H., Gold Coast
Take Control of Your Retirement with an SMSF
Not sure if an SMSF is right for you? Speak with our team today. We will assess your situation and guide you through the best option for your retirement strategy.
Frequently Asked Questions
Any Australian resident can establish an SMSF with up to six members. All members must be trustees or directors of the corporate trustee.
Generally, a balance of $200,000 or more is recommended to make the costs worthwhile, though this depends on your specific circumstances.
Shares, property, cash, fixed income, and other assets, subject to the fund’s investment strategy and SIS Act compliance rules.
Yes, including business real property and residential property, subject to specific rules around related-party transactions and borrowing.
Yes. Every SMSF must be independently audited each year before the annual return is lodged. We coordinate the entire audit process.
Breaches can result in significant ATO penalties and loss of tax concessions. We monitor your fund throughout the year to prevent issues before they arise.