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SMSF Advisory- couple looking at tehir future home

SMSF Advisory

Samuel & Sonz provides professional SMSF advisory services in Sydney, NSW

As an accredited SMSF specialist, we can help you set up & manage your fund, navigate the legalities, and utilise the benefits of an SMSF


Self-Managed Super Funds

An SMSF gives you control and choice over the specific investments you wish to hold in your SMSF.

SMSF trustees spend an average eight hours a month to manage an SMSF. That's 100 hours per year that we can give you back in your diary.

Samuel & Sonz is an accredited SMSF specialist and we can manage your SMSF, releasing that 100 hours to your diary.

Contact us today to discuss your options

Senior Man Working from Home

SMSF Considerations

An SMSF gives you control and having control over your own superannuation is appealing, The factors you should consider for a SMSF include:

  • Time required to set up the fund and understand the legal nuances

  • Ongoing accounting and record keeping

  • Lodging tax returns for your SMSF 

  • Researching investments and executing on an investment strategy

  • Complying with tax, super and investment regulations and laws

  • Organising insurance for fund members

  • Trustees of your fund (your SMSF can have up to four members)

Contact us today to discuss your options

Why Work With Us?

Samuel & Sonz is an accredited SMSF specialist (Institute of Chartered Accountants Australia and New Zealand).


We can assist you with:

Establishment of SMSFs

Managing annual reporting

Complying with ATO requirements

Transition to Retirement, and Retirement Income Streams

Contributions advice and salary sacrifice

Rollovers into an SMSF

Lump sum withdrawals

Direct property transfers into an SMSF

Investment strategies for SMSFs

Investment property purchasing including Limited Recourse Borrowing Arrangements (LBRAs)

Wind-up of SMSFs.

Talk to Us

We know setting up and managing a SMSF can be complicated!

So in order to help you and better understand your business needs.

Simply click the button below to arrange a FREE consultation with us.

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