Built for business owners
Your Super Deserves A Strategy
Set up a Self-Managed Super Fund with specialist advice.
Free, no-obligation consultation
Discover the benefits of a SMSF
Treat your retirement savings like the asset it is. Smart decisions don’t need to stop at the balance sheet.
Take Control
Choose exactly where your super is invested. Direct property, shares, and even your own business premises.
Built Around You
An SMSF strategy tailored to business owners, property investors, and people who think long-term.
Specialist Guidance
No consult fees for new clients wanting to set up a SMSF. Get clear, expert advice before you commit.
Who can benefit?
For business owners and families, super is more than a compliance box to tick, it’s part of a bigger wealth strategy. That’s why this service is built around structured oversight, hands-on strategic input, and advice that connects your super to the rest of what you’re building.
Our SMSF setup service is typically the right fit if you own a business or run a professional practice, are building or protecting long-term wealth for your family, have $250k or more currently sitting in super, and want a fund that works as hard as you do.
How it works
Before we start, we make sure your fund is built on the right foundations by conducting a comprehensive review.
Structure Review
Make sure your fund’s trustee setup and legal documents keep pace with current rules.
Estate Alignment
Confirm your nominations and pension arrangements reflect where things stand today.
Investment Overview
Check your strategy still matches your risk appetite, timeline, and goals.
Succession Planning
Clarify who takes control of the fund if you can’t, and make sure that’s what you actually want.
Integration Check
See how your SMSF strategy fits within your wider wealth and family plans.
Real results for our clients
“Setting up a SMSF seemed quite daunting for quite some time. Finally, I found someone I could trust and put my mind at ease with the correct and professional assistance. Thank you Jared and team for your guidance and professionalism. I am now well on my way to owning our first investment property with the doubt no longer an issue.”
Colin P.
“Been dealing with Walsh Accountants for a number of years with both personal / investment and trust / business / company / matters, plus ongoing support and accounting services. Jack Cave and the team have been great, and could not recommend them more! Jack is always happy to help, and he has successfully guided me to some really positive outcomes.”
James C.
Built for business owners
Your Super Deserves A Strategy
Set up a Self-Managed Super Fund with specialist advice.
Free, no-obligation consultation
Frequently Asked Questions
Who would not benefit from this service?
This service is not suitable for low balance SMSFs seeking basic administration, as well as clients looking for low-cost, transactional service.
Do I need a minimum amount in super to set up an SMSF?
As a general guide, an SMSF tends to make the most sense once you have $250,000 or more in super. This makes the strategic control and running costs worthwhile.
How do I get started?
Getting started is simple.
Step 1: Book your free consultation. Tell us a bit about your super and your goals.
Step 2: Get a tailored strategy. Our SMSF specialist Jared walks you through whether an SMSF fits your circumstances. No jargon and no pressure.
Step 3: Take control of your super. If it’s the right move, we’ll guide you through setup and beyond.
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