Our experienced SMSF advisors are here to provide personalised strategies and support tailored to your unique financial goals and circumstances.

At Giblin Partners, we understand that SMSFs offer unique opportunities for greater control and flexibility over your retirement savings. However, with this control comes significant responsibilities and compliance requirements that must be carefully managed.

Our comprehensive SMSF services are designed to help you navigate the complexities while maximising the benefits of your self-managed fund. From establishment and ongoing administration to strategic investment advice and compliance management, we provide the expertise you need.

Whether you're considering establishing an SMSF or need support with an existing fund, our team ensures your fund operates efficiently and complies with all regulatory requirements, giving you peace of mind to focus on building your retirement wealth.

Our SMSF Services Include

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SMSF Establishment

Complete setup and establishment of your self-managed superannuation fund, including all necessary documentation and registrations.

  • Trust deed preparation
  • ATO registration and ABN application
  • Member documentation
  • Investment strategy development
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Ongoing Administration

Complete administrative support to ensure your SMSF operates smoothly and maintains compliance with all regulatory requirements.

  • Monthly bookkeeping and reconciliations
  • Investment transaction recording
  • Member benefit calculations
  • Pension calculations and payments
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Annual Compliance

Comprehensive annual compliance services including financial statements, tax returns, and audit preparation to meet all ATO requirements.

  • Annual financial statements
  • SMSF annual return preparation
  • Audit coordination and support
  • Regulatory reporting
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Strategic Advice

Expert strategic advice on investment opportunities, contribution strategies, and pension planning to maximise your retirement benefits.

  • Investment strategy reviews
  • Contribution planning
  • Pension transition strategies
  • Estate planning integration

Comprehensive Compliance Management

We handle all aspects of SMSF compliance to ensure your fund meets ATO requirements and avoids penalties, giving you confidence in your fund's ongoing operations.

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    Sole Purpose Test: Ensuring your fund operates solely for retirement benefits
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    Investment Restrictions: Monitoring compliance with investment rules and restrictions
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    Contribution Limits: Managing contribution caps and timing to maximise benefits
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    Related Party Rules: Ensuring all transactions comply with related party provisions
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    Pension Standards: Managing pension payments in accordance with regulatory requirements
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    Record Keeping: Maintaining comprehensive records and documentation

Benefits of Professional SMSF Management

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Expert Compliance

Professional management ensures full compliance with complex ATO regulations and avoids costly penalties.

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Time Savings

Free up your time to focus on investment decisions while we handle administration and compliance.

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Strategic Guidance

Access to expert advice on investment strategies, contribution planning, and retirement income planning.

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Peace of Mind

Confidence that your SMSF is properly managed and compliant with all regulatory requirements.

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Tax Optimization

Strategic advice to minimise tax and maximise the benefits of your superannuation contributions.

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Professional Support

Ongoing support and advice from experienced SMSF specialists who understand your unique needs.

Transform your SMSF from a complex obligation into a powerful tool for securing your financial future with expert guidance and support.

Contact Giblin Partners today to discover how our SMSF advisory services can help you maximise the potential of your self-managed superannuation fund while ensuring full compliance and peace of mind.

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