Suite 4, 255 Whitehorse Road, Balwyn VIC 3103
Suite 4, 255 Whitehorse Road, Balwyn VIC 3103
SMSF Services
End-to-end SMSF administration and compliance, managed locally in Balwyn. We keep your fund compliant, your strategy current, and your data in-house.
Class Super
Real-time fund reporting
300+ SMSFs
Managed across our portfolio
Est. 1999
25+ years in practice
Class Super
Real-time fund reporting
300+ SMSFs
Managed across our portfolio
Est. 1999
25+ years in practice
“Our SMSF expertise goes far beyond lodging an annual return with the ATO.”
The Problem We Solve
Running a self-managed super fund comes with real compliance obligations. Miss them, and the consequences land on you, not your adviser. We make sure that doesn't happen.
Trustees are personally liable for compliance breaches. Sloppy administration and outdated trust deeds create risk that most people don't see until the ATO does.
An investment strategy that hasn't been reviewed in years isn't a strategy. It's a liability. We review yours annually and update it when your circumstances change.
Related-party transactions and non-arm’s-length dealings are common SMSF traps that can trigger tax penalties, audit issues and compliance breaches if not handled correctly. Getting the right advice upfront helps trustees structure transactions properly and avoid expensive mistakes.
When your SMSF administrator doesn't talk to your accountant or financial planner, opportunities get missed. Ours do, because they're the same team.
What We Do
Complete SMSF support, from fund establishment through every stage of its lifecycle.
We establish your self-managed super fund with the compliant trust deed, trustee structure, and ATO registration from the start.
Ongoing SMSF administration including financial statements preparation, transaction recording, and member account maintenance throughout the year.
We prepare and lodge your SMSF annual return, covering fund income, contributions, and regulatory reporting obligations.
We keep your fund compliant with SIS legislation, trust deed requirements, and all superannuation regulatory obligations, before issues arise.
We facilitate the annual independent SMSF audit required under SIS legislation, working with a registered SMSF auditor to ensure a smooth process.
We review and update your investment strategy annually, ensuring it reflects your current member circumstances, risk profile, and retirement timeline.
We update your trust deed when legislation changes, keeping your fund's governing document current and compliant.
When you're ready to move into retirement phase, we establish your pension and manage the transition from accumulation, including transfer balance cap reporting.
Strategic superannuation advice for members approaching retirement who want to access super while continuing to work.
Not sure whether an SMSF is right for you?
Talk to Our Team
We establish your self-managed super fund with the compliant trust deed, trustee structure, and ATO registration from the start.
Ongoing SMSF administration including financial statements preparation, transaction recording, and member account maintenance throughout the year.
We prepare and lodge your SMSF annual return, covering fund income, contributions, and regulatory reporting obligations.
We keep your fund compliant with SIS legislation, trust deed requirements, and all superannuation regulatory obligations, before issues arise.
We facilitate the annual independent SMSF audit required under SIS legislation, working with a registered SMSF auditor to ensure a smooth process.
We review and update your investment strategy annually, ensuring it reflects your current member circumstances, risk profile, and retirement timeline.
We update your trust deed when legislation changes, keeping your fund's governing document current and compliant.
When you're ready to move into retirement phase, we establish your pension and manage the transition from accumulation, including transfer balance cap reporting.
Strategic superannuation advice for members approaching retirement who want to access super while continuing to work.
If you have an existing relationship with a Financial Adviser, we will work with the adviser to ensure these items are managed appropriately for your needs.
“Our Financial Advisers and Accountants work seamlessly together to ensure SMSF trustees get the best advice and stay compliant always”
Why Kidmans Partners
We don't administer your SMSF in isolation. At Kidmans we handle your SMSF in conjunction with your Accountant, Financial Adviser and Mortgage Broker, meaning every decision is made with the full picture in view.
All SMSF administration is handled in-house. No communication delays, and we're always available to meet in person or discuss your needs over the phone.
We use Class Super for real-time fund reporting, giving you visibility over your fund's performance and compliance position throughout the year.
We will coordinate with your tax adviser and financial planner, whether in-house or externally.
We facilitate your independent annual audit through an ASIC-registered SMSF auditor, meeting SIS legislation requirements without you needing to arrange it separately.
Who We Work With
An SMSF isn't right for everyone. But for the right client, it offers control and flexibility.
Generally $300,000 or more, where the cost of running a fund is proportionate to the benefit of controlling it.
An SMSF can purchase your business premises and lease it back to your company, a significant tax and wealth strategy for many SME owners.
Members approaching retirement who want to actively manage their investment mix and transition into pension phase on their own terms.
Professionals and other high-income earners using SMSF strategies for asset protection, contribution maximisation, and estate planning.
Couples and families who want to consolidate super into a single fund structure and coordinate wealth transfer across generations.
Generally $300,000 or more, where the cost of running a fund is proportionate to the benefit of controlling it.
An SMSF can purchase your business premises and lease it back to your company, a significant tax and wealth strategy for many SME owners.
Members approaching retirement who want to actively manage their investment mix and transition into pension phase on their own terms.
Professionals and other high-income earners using SMSF strategies for asset protection, contribution maximisation, and estate planning.
Couples and families who want to consolidate super into a single fund structure and coordinate wealth transfer across generations.
*Note the recommendation of setting up an SMSF constitutes financial advice. Our financial planning team have the skills and expertise to understand if an SMSF is right in your circumstances. Please call us if you’d like to speak with one of our Advisers.
TRUSTED IN MELBOURNE AND AUSTRALIA-WIDE
Don't take our word for it. Here's what our clients say about working with the Kidmans Partners team.
NEWS & INSIGHTS
TAKE THE FIRST STEP
A complimentary initial call with one of our Senior Team Members. No obligation. No jargon. Just a clear plan for what comes next.
