Our Services

We offer an extensive range of services.

Set Up a Meeting


We set up your SMSF including the following steps:

Establish the SMSF and prepare the trust deed

Set up a company to act as a Corporate Trustee

Apply for your SMSF’s Australian Business Number (ABN) and Tax File Number (TFN)

Register your SMSF for GST (if required)

Obtain written consents from members to act as trustees or directors.

Provide minutes for the first meeting of trustees.

Provide applications for membership of the fund

Provide assistance with full rollovers from your other superannuation accounts.

SMSF administration and compliance:

We ensure your SMSF complies with administration requirements including:

Accounting administration

Annual financial statements and tax returns

Contribution and rollover processing and compliance

Instalment Activity Statement lodgements in accordance with your SMSF’S PAYG obligations

Business Activity Statement lodgements

Monitor and notify you of compliance issues

ASIC agent services for your SMSF corporate trustee

Annual SMSF Audit & Actuarial Certificate

We arrange for the appointment of a independent auditor for your SMSF as required by the ATO, including preparation of the annual audit of your SMSF’s tax return

If your SMSF requires it, we will arrange for the appointment of a independent actuarial firm to produce an Actuarial Certificate for your SMSF.

Pension administration

We administer your members’ pensions, including:

Calculating taxable
and tax-free

Producing all
notifications and
minutes required

Helping you monitor
your minimum and (if
applicable) maximum
pension thresholds

Lodging Transfer
Balance Account
Reports where

Documentation Suite

We arrange the paperwork required for your SMSF including:

SMSF Deed of

SMSF Deed of

Limited Recourse Borrowing


Binding Death
Benefit Nomination

Change of

Contribution Minutes
including Notice of
Intent to Claim a

SMSF Wind up
and Member Exit

More than just SMSF, we are a
community of financial services

Our services are expanded by our
super Number Group partners.


Taking the complexity out of
compliance. Providing accurate
and reliable taxation services to
both individuals and small-
medium business.

Learn More


Removing the hassle of day to day
record keeping and reconciliation,
offering complete bookkeeping

Learn More


Delivering personalized business
advisory, for those wanting a
turnkey solution to their financial

Learn More

Are you ready to
get started?

Get in touch and we will get back to you ASAP