Self-Managed Super Funds
Take control of your retirement with expert SMSF support. We help you stay compliant, minimise tax, and grow your wealth with confidence.
Self Managed Super Funds
Build Your Retirement Wealth with Confidence
A Self-Managed Super Fund (SMSF) gives you greater control over your retirement savings — but it also comes with significant responsibilities.
As a trustee, you are legally responsible for compliance, reporting, and investment decisions. Managing an SMSF requires time, expertise, and a deep understanding of constantly changing superannuation and tax laws.
At Keystone Taxation and Business Advisors, we simplify the process. Our SMSF specialists provide end-to-end accounting, compliance, and strategic support so you can focus on growing your retirement wealth.
Personalised Service
We treat every client like a partner — no cookie-cutter advice here.
Proactive & Strategic
Forward-thinking insights to help you grow with confidence.
Transparent Pricing
Transparent quotes. No hidden fees. No unexpected costs.
Smart Accounting
Modern tools and expert support to simplify your finances.
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Assessment & Planning
Implementation
Ongoing Support
Frequently asked questions
Got Questions? We've Got Answers
Have a question? We’ve answered some of the most common ones below.
What are the minimum requirements to start an SMSF?
You need at least $200,000 in super savings to make an SMSF cost-effective, plus the time and knowledge to manage investments responsibly. We assess whether an SMSF suits your circumstances.
What investments are prohibited in an SMSF?
SMSFs cannot invest in collectibles (art, wine, jewellery), acquire assets from related parties, or lend money to members. We ensure all investment strategies comply with regulations.
How often do SMSFs need auditing?
SMSFs require annual independent audits before lodging their annual return. We coordinate with approved auditors to ensure your fund meets all compliance requirements efficiently.
Can I use my SMSF to buy property?
Yes, but strict rules apply around property type, financing arrangements, and related party transactions. We structure property investments to comply with all SMSF regulations.
What happens if my SMSF breaches compliance rules?
Breaches can result in penalties, loss of concessional tax treatment, or fund disqualification. We implement systems to prevent breaches and handle any issues that arise promptly.
Who We Help
Industries We Serve
We understand that each industry has unique financial needs. Our team has experience working with:
Ready to Get Started?
Secure Your Retirement with Professional SMSF Management
Our SMSF specialists handle all compliance obligations, investment documentation, and regulatory reporting whilst providing strategic advice on investment opportunities and fund optimization. We ensure your fund operates within regulations whilst maximising tax-effective growth.
With expert SMSF management, you'll enjoy the control and flexibility of self-managed super whilst having confidence that all compliance requirements are handled professionally and your retirement savings remain protected.
