SELF-MANAGED SUPER FUND (smsf) SERVICES, SIMPLIFIED.
Expert guidance to help you set up, manage, and grow your SMSF with confidence.
SMSF Setup
ABN and TFN registration
Trust deed preparation
Corporate trustee structure (if required)
ATO registration
Annual Compliance & Administration
Financial statements and tax return
Annual audit coordination
Investment strategy review
Member statements
STrategic Advice
Contributions planning (including concessional/non-concessional caps)
Pension strategies & transition to retirement
Limited Recourse Borrowing Arrangements (LRBAs)
Property investment guidance
Wind-Up & Exit Support
Exit planning and rollover options
Wind-up documentation and ATO notifications
Tax and capital gains implications
Who we work with
We help a range of Australians manage their SMSFs:
Individuals planning for early retirement
Business owners looking to purchase commercial property
Professionals wanting more investment control
Families managing intergenerational wealth
WHY WORK WITH US
In-house SMSF Specialist Advisor
Up-to-date with all ATO Compliance requirements
Integrated advice across tax, strategy and structure
Fixed-Fee options available
“We had no idea where to start with our SMSF. The Refresh Advisory team explained everything clearly, handled the setup, and now help us stay compliant each year.”
– Linda & Mark, Melbourne
Let’s get started
Ready to take change of your super?
Book a free consultation with us today!
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