SMSF
Take control of your retirement, your way
More choice, more control, less stress. We’ll focus on the SMSF complexities, so you can focus on the retirement you’ve been dreaming of.
Take the stress out of starting and running your SMSF
Unlike a regular super fund where everything is managed for you, a Self Managed Super Fund (SMSF) puts you in charge. This gives you more control over your investment options, more flexibility, and the power to shape a retirement plan that actually feels like yours.
But that brings added responsibilities: investment decisions, compliance, admin, and keeping across ever-changing rules. Mistakes can be costly – after all, it’s your retirement on the line!
The good news? You don’t have to manage it alone. Our accredited SMSF specialists handle the details that need expert attention – set-up, compliance, reporting and day-to-day management – while keeping an eye out for opportunities to strengthen your portfolio and minimise risk.
Not sure if an SMSF is right for you? We’ll walk you through the benefits and risks, and help you figure out if it’s the right move for your retirement.
why smsf
Ready to enjoy your retirement, your way?
01
More control over your money
Take charge of your retirement savings. With an SMSF, you decide how and where your money is invested, giving you greater flexibility than traditional super funds.
02
Wider investment choices
From property to shares to specialised assets, SMSFs open the door to a broader range of investments so you can tailor your portfolio to match your goals and risk profile.
03
Tax and cost advantages
SMSFs can provide opportunities for tax efficiency and cost savings, particularly for those with larger super balances or family members pooling funds together.
04
Personalised retirement strategy
An SMSF lets you align your investments directly with your personal circumstances, giving you the ability to build a retirement plan that truly reflects the future you want.
How we help with SMSFs
We take care of the complexity so you can enjoy the benefits.
Establishing your own SMSF
Setting up an SMSF is a big decision — and one that comes with strict rules. We make the process simple by guiding you through the setup step by step, from choosing the right structure and trustees to lodging the necessary documents with the ATO. With our expertise, you can be confident your fund is established correctly from the start, giving you the best foundation to build on.
Documenting its investment strategy
An SMSF requires a clear, documented investment strategy — not just for compliance, but to ensure your money is working towards your retirement goals. We’ll help you design a strategy that balances risk, growth, and flexibility, tailored to your circumstances and future plans. We also keep it updated as your needs and regulations change, so your fund stays aligned with both your lifestyle and the law.
Administering your SMSF & financial statements
Running an SMSF involves ongoing paperwork and reporting, from annual tax returns to member statements. We take that burden off your shoulders by managing all the administration for you. Our team prepares your financial statements, ensures your records are accurate and up to date, and gives you clear reporting so you always know how your fund is performing.
Ensuring compliance with legislation
Running an SMSF involves ongoing paperwork and reporting, from annual tax returns to member statements. We take that burden off your shoulders by managing all the administration for you. Our team prepares your financial statements, ensures your records are accurate and up to date, and gives you clear reporting so you always know how your fund is performing.
Choosing appropriate investments
The rules around SMSFs are complex and constantly evolving — and getting it wrong can be costly. We monitor regulatory changes and make sure your fund always meets its obligations. From audits to documentation, we take care of compliance so you don’t have to worry, reducing your risk of penalties and giving you peace of mind.
Take the stress out of SMSF
Managing your own super fund doesn’t have to be overwhelming. With Focus Partners, you get accredited SMSF specialists who simplify compliance, optimise your strategy, and give you confidence in every decision.
Is SMSF right for you?
SMSFs aren’t for everyone. But if you’re looking for more control and flexibility, they might be the right fit.
Results that speak for themselves
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How we secured sustainable growth for Summit Skills Training
Summit Skills, a private training provider, needed financial stability to expand. We restructured accounting, ensured grant compliance, and built a sustainability roadmap.
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How we built stronger cashflow foundations for BrightBuild
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Sarah Jenkins
Director, Summit Skills Training
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How we created financial clarity for Kindred Health
A construction business owner was stuck managing cashflow chaos and tax stress instead of growing their business. We automated their systems, created forecasting tools, and provided strategic planning – delivering 40% better cashflow, $85K tax savings, and 3x revenue growth while giving them their weekends back.
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Make your retirement work your way
With expert support from accredited SMSF specialists, you can enjoy the benefits of control and flexibility without the stress of managing it alone.
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