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1300 367 745
1300 367 745

Accounting, Taxation and CFO services
with small & medium business specialisation

Take control of your super with a Self Managed Super Fund (SMSF)

Would you like greater flexibility and control over your retirement savings and how they’re invested? Consider setting up a Self Managed Super Fund.

As the name suggests, you manage the super fund and decide how to invest. With a SMSF, you have a wider choice of investments than in the other superannuation options. The fees are generally lower too, and the flexible nature of SMSF allow you to benefit from the significant tax advantages that superannuation provides.

A SMSF allows you to also have the flexibility to make timely investment decisions when market conditions change.

The SMSF can have up to four fund members so you can include your family, giving the SMSF to invest and keeping fees lower for everyone.

SWOT Consulting - The SMSF experts

We provide a comprehensive SMSF accounting and administration service. We take care of the initial setup if you’re looking to establish a new SMSF. If you have an existing SMSF we can assist you to transfer your superannuation fund to our service.

As a SWOT Consulting client, you also have access to strategic SMSF investment advice from our wide referral network of specialist advisors including real estate planning and property investment advisors.

SMSF Establishment

Our SMSF establishment services include:
  • Trust deed;
  • Trustee appointment minutes;
  • Trustee declarations;
  • Member applications;
  • Establishment minutes;
  • Template investment strategy;
  • Registation for ABN and TFN;
  • Arrangement for your super to become a regulated SMSF;

SMSF accounting, administration and compliance

We take care of the paperwork – tax returns, member contribution statements and the annual audit, letting you manage the decisions. Our SMSF administrative services include:
  • Annual financial statements (including an Operating Statement, Statement of Financial Position, Member Statements and Investment Summary & Income Reports);
  • Arrangement for the audit of the financial statements;
  • Annual income tax return;
  • Documents to commence or cease pensions (if required);
  • Preparation of annual trustee resolutions.

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T: 1300 367 745



SWOT Consulting is specialised in Self Managed Super Fund Sydney services. Contact us for SMSF establishment, accounting, and administration.

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