Self-Managed Superannuation Funds (SMSF)

Future-proof your finances. Leave your self-managed superannuation fund (SMSF) with us.

A comprehensive SMSF administration service

Currently managing your own SMSF or considering it? Our team can help your SMSF compliance. With a local, in-house SMSF specialist, our team guides you through the administration of your SMSF to make sure you always stay within the rules.

We support you through the accumulation, retirement, and estate planning stages of your fund.

Our SMSF service is an add-on to our accounting services.

At Whitehill Keir, it’s important to us that we have a comprehensive grasp of our clients’ finances so that we can effectively support you and your wealth goals. Because of this, our SMSF service is very rarely delivered on its own and is usually included as an add-on to your existing accounting or business strategy package.

A proactive approach to ensuring a lucrative retirement

We’re invested in your success and we want to see you retire in the very best financial position possible. Your SMSF agent will run you through all considerations for your fund and alert you of every opportunity to maximise your fund for a wealthier retirement.

It’s a tailored strategy to support you as you approach retirement.

Our Process

Initial Phone Call

We’ll start with an initial phone call with you. Here, we’ll learn all about your goals.

This stage is all about ensuring we can effectively support you with the right services for your intended outcome.

Complementary Consultation

Your complementary consultation is all about defining your needs.

Here, we’ll gain an understanding of where you currently stand and where you want to take your SMSF.

Custom Package

With all of this in mind, we’ll develop a custom package in line with your needs.

Offering a highly custom service, this package will incorporate any other accounting or strategic support you need.

Why choose us?

Accurate information, as you need it

Your SMSF agent will keep you up to date with the latest information and opportunities as you need it. This allows you to act with confidence, feeling fully supported.

Take retirement into your own hands

With our support, you can take your retirement into your own hands. We'll walk you through it, explaining the opportunities and risks as we go.

Tailored Strategies

No two SMSF funds are the same. We take a custom approach to develop your SMSF strategy, ensuring every success for you as you lead into retirement.

We partner with clients for life

We feel really fortunate to have client relationships that have lasted upwards of 20 years. When you partner with us, you can trust in our accountants for the long haul.