SMSF Advisory

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


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.

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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)

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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.