ATO-compliant Self-Managed Super Fund setup, trustee advice, annual audit and tax return preparation — built for medical practitioners, legal professionals and SME owners who want direct control over their retirement wealth.
High-income professionals — particularly doctors, dentists, lawyers and business owners — often outgrow retail and industry super funds. An SMSF gives you the flexibility to invest directly.
Hold your clinic, chambers or office inside your fund and lease it back to your own business.
Choose your own shares, property and term deposits instead of a pooled fund's default mix.
Pool super with a spouse or business partner and plan for an orderly wealth transfer.
Concessional contribution and pension-phase strategies tailored to high-income earners.
Trust deed, ABN/TFN registration, individual or corporate trustee structuring, and rollover of existing super balances.
Independent ASIC-registered SMSF audit coordination and annual return lodgement, every year, on time.
Documented, ATO-compliant investment strategies that satisfy the sole purpose test and diversification rules.
Structuring for practice premises purchases and limited recourse borrowing arrangements, on arm's-length terms.
Transition-to-retirement and account-based pension setup, plus exempt current pension income calculations.
Year-round access to a dedicated adviser for contribution caps, pension changes, and ATO correspondence.
From GPs and specialists to dentists running their own practice, we structure SMSFs to hold clinic premises, manage locum and private billing income alongside super contributions, and coordinate with your service trust.
Whether you're a partner drawing partnership income or run an incorporated legal practice, we help you use an SMSF to own chambers premises and plan contributions around variable partner distributions.
Own your commercial premises through your SMSF, protect the property from business risk, and build a retirement strategy that works alongside your trading entity and trust structures.
We review your super balance, income and goals.
Trust deed, ABN/TFN, bank account and rollovers.
Documented strategy covering property, shares & cash.
Annual audit, tax return and year-round support.
Yes. There is no restriction based on profession — SMSFs are especially common among doctors, lawyers and other high-income professionals who want direct control over their retirement investments, including the ability to hold direct property, shares or their own business premises inside the fund.
In many cases, yes. Under the "business real property" exception, an SMSF can acquire and lease commercial premises — such as a medical clinic or legal office — back to a related business, provided the arrangement is on strict arm's-length commercial terms. This is a popular strategy for GPs, specialists, dentists and law firm partners, but it must be structured correctly to remain compliant.
Every SMSF must have an independent audit each year by an ASIC-registered SMSF auditor, lodge an annual return with the ATO, meet the sole purpose test, and maintain an up-to-date investment strategy. We manage this entire compliance cycle so trustees stay on the right side of ATO requirements.
Costs vary depending on fund complexity — number of members, whether the fund holds property or a limited recourse borrowing arrangement, and audit requirements. We provide a fixed-fee quote after a free consultation, so there are no surprises.
A new SMSF typically takes 2–4 weeks to establish, covering the trust deed, ABN and TFN registration, a dedicated bank account, and rollover of existing super. We manage the process end-to-end and keep you updated at every step.
Book a free 30-minute consultation with a senior Chartered Accountant to discuss whether an SMSF is right for you.
Whether you have questions, want a quote, or are ready to get started — we're here for you.
Australia — Serving clients nationwide & internationally
Mon–Fri: 9:00am – 5:30pm AEST
