SMSF Services in Australia
Take Control of Your Super
With an SMSF Strategy That Works
We help you decide if an SMSF is right for you, then guide you through setup, strategy, and compliance with expert care.
An SMSF Offers More Control, But It Comes with Responsibility
A Self-Managed Super Fund gives you greater flexibility and choice over how your super is invested, but it’s not for everyone.
At Wealthlab, we help you understand whether an SMSF suits your goals, and if it does, we’ll help you build a smart, compliant strategy. From investments and contributions to ongoing admin and tax obligations, we support you every step of the way.
How We Help with SMSF Strategy and Setup
Our retirement planning service covers every aspect of your financial future, ensuring nothing is left to chance.
Clear Suitability Advice
We assess whether an SMSF is right for you based on your financial goals, assets, and responsibilities.
Complete Setup Support
We guide you through trust deed creation, fund structure, ATO registration, and rollovers with confidence.
Tailored Investment Strategy
You choose how your super is invested. We help you shape a clear, compliant investment plan that fits your vision.
Access to Professional Support
You don't have to go it alone. We coordinate with accountants, administrators, and legal experts as needed.
Wondering if an SMSF is the right move for you?
At Wealthlab, we help professionals and couples create SMSFs that are strategic, secure, and integrated with their bigger financial picture.
- A clear assessment of whether an SMSF suits your goals
- Guidance on what’s involved in setup and compliance
- A high-level plan to move forward with confidence
- An honest conversation about whether an SMSF is right for you
- A tailored discussion of your financial goals and super strategy
- Trusted advice to help you make confident money decisions
Frequently Asked Questions
Common questions about retirement planning and our services.
What is an SMSF?
A Self-Managed Super Fund is a private super fund that you manage yourself. It gives you control over investment decisions but also comes with legal and administrative responsibilities.
How much do I need to start an SMSF?
There’s no legal minimum, but most experts suggest having at least $200,000 to make the costs worthwhile. We’ll help you evaluate if it’s a cost-effective choice.
What can I invest in with an SMSF?
SMSFs can invest in shares, property, managed funds, cash, and more, provided the investments comply with the fund’s strategy and ATO rules.
Is an SMSF more expensive than a regular super fund?
It depends. SMSFs come with setup and admin costs but can be cost-effective for larger balances. We’ll help you run the numbers.
Who is responsible for the SMSF?
You are. Trustees are legally responsible for the fund’s compliance. That’s why our guidance is designed to help you meet your obligations without getting overwhelmed.
Can I buy property through my SMSF?
Yes, under specific conditions. We can guide you through property rules, borrowing structures, and the pros and cons of SMSF property investment.