Self-Managed Superannuation Funds (SMSF)

Take Control of Your Retirement with Expert SMSF Support

A Self-Managed Superannuation Fund (SMSF) gives you unparalleled control over your retirement savings — but that control comes with significant legal, administrative, and compliance obligations. At NEXTZEN Taxation, our SMSF specialists provide end-to-end support to ensure your fund is set up correctly, remains compliant, and is structured to grow.

We work closely with trustees to navigate the complex legislative requirements governing SMSFs, develop sound investment strategies, and fulfil all annual compliance and audit obligations. Whether you are establishing a new SMSF or need ongoing support for an existing fund, we have the expertise to help.

Our SMSF Services

SMSF Set-up and Administration Advice

Establishing an SMSF correctly from the outset is critical. We guide you through every step of the set-up process and provide clear advice on your ongoing legislative obligations as a trustee.

• Trust deed preparation and fund establishment
• ABN, TFN, and bank account set-up
• Advice on individual vs. corporate trustee structure
• Trustee obligations and compliance framework

Financial Reports and Accounts

We prepare the annual financial statements required for your SMSF, including the operating statement, statement of financial position, and member statements. Our reports are accurate, clearly presented, and prepared in accordance with the Superannuation Industry (Supervision) Act.

Investment Strategy Development

Every SMSF must have a documented, regularly reviewed investment strategy. We work with you to develop a strategy that reflects your fund's objectives, risk profile, and the circumstances of all members — ensuring it meets the ATO's requirements and supports your long-term retirement goals.

Tax Compliance and Lodgement

SMSFs are subject to specific tax rules that differ from those applying to individual taxpayers and standard businesses. We manage your fund's tax compliance, including preparation and lodgement of the SMSF annual return, and advise on strategies to minimise tax within the fund.

• SMSF Annual Return preparation and lodgement
• Advice on concessional and non-concessional contributions
• Capital gains tax planning within the fund
• Pension phase planning and management

Independent SMSF Audit

All SMSFs must be audited annually by an approved SMSF auditor. Our independent auditor, Mahi Murshed (CA ANZ), has over 10 years of SMSF auditing experience and conducts a thorough audit of both the financial position and the fund's compliance with superannuation legislation.

Why Manage Your Super with NEXTZEN?

Running an SMSF is a significant responsibility. The ATO imposes strict rules and the penalties for non-compliance can be severe. Our team provides the expertise, guidance, and ongoing support that trustees need to manage their fund with confidence.

An SMSF is one of the most powerful retirement savings vehicles available — when managed correctly. We make sure yours is.

Contact us to discuss whether an SMSF is right for you, or to review the management of your existing fund.