Self Managed Superannuation Fund

Take control of your retirement with a SMSF.

Setting up a self-managed superannuation fund is simple with One Advisory. Our specialist superannuation advisers can guide you through the process. Once set up, we can then take care of the ongoing administration, audit and tax obligations, all whilst ensuring your superannuation fund remains compliant.

SMSF establishment, administration, management and compliance.

One Advisory simplifies the process of establishing a self-managed superannuation fund (SMSF) by tailoring our solutions to meet your specific needs. We assist you with all necessary regulatory and statutory paperwork, providing relevant guidance throughout the process.

Our experienced consultants streamline the completion of your annual administrative, statutory, and taxation requirements, ensuring everything is done efficiently and on time. We make it a priority to meet government regulations, giving you peace of mind that your SMSF structure is compliant.

- Preparation of statutory documentation in accordance with regulatory requirements
- Collation of fund documentation from third parties
- Lodgement of annual returns with the Australian Taxation Office
- Business activity statement lodgements
- Income activity statement lodgements
- Investment reports
- Management of the total superannuation limits

Tax-effective contribution and income stream strategies.

We maximise your deductible contributions. If applicable, we can also assist in withdrawing income streams from the fund to minimise income tax for both you and the fund.

Audit and actuarial certificate services and strategic advisory.

We liaise with an independent auditor and actuary to ensure all obligations are met and satisfied.

Our team collaborates with you to develop tailored strategies that align with your financial objectives. If further advice is required, we will collaborate with your existing financial advisor or directly with the One Advisory Wealth Management team, which is comprised of licensed financial advisors.