Self Managed Super Fund (SMSF)

Are you searching for a guide through the set-up, management and compliance of your SMSF?

Do you wish someone would just step-in and show you how its done?

For individuals seeking greater control and flexibility over their retirement savings.

Whether you’re a seasoned investor, business owner, or professional seeking to maximise your retirement wealth, we’re dedicated to helping you achieve your retirement goals with confidence.

Who is this service for?

  • Existing SMSF’s
  • New SMSF setup

Guiding you to:

  • Take charge of your retirement savings
  • Eliminate the limitations of traditional superannuation funds
  • Seize control over your investment decisions
  • Improve the reporting and visibility on your SMSF by optimising technology

You’ll gain

  • Guidance

    Personalised advice and assistance to help you navigate the complexities of self-managed superannuation.

  • Tailored Solutions

    Whether your investments are in commercial or residential property, term deposits, shares, managed funds, gold, silver, art or other assets, we’ve got you covered. We can help you with your investment strategy, audit, actuarial certificates, loan agreements, pension commencement and online reporting. We’ll help you organise your documentation and stay compliant.

  • Protection

    Keeping your SMSF compliant will not only safeguard and protect your interests, but also help you avoid negative risk and impact on your funds’ performance. Avoid penalties and disqualification so you can continue enjoying the benefits of your investments.

  • Transparency

    With our transparent pricing structure, you’ll know exactly what you’re paying for. No hidden fees or surprises, ever. Helping you make the most of your retirement savings.

Always only one call away

Let us show you. Book Today

Frequently Asked Questions

  1. Pre-tax discussions in person or online
  2. Collection of data
    1. Annual option: We’ll send you a client checklist via our secure online portal to upload documents and comment on queries.
    2. Monthly option: We’ll assist you in maintaining up to date records digitally so you can track your investments live.
  3. Sign, lodge and pay/receive refund

For an initial SMSF consultation we recommend both Directors attend.

Making an enquiry regarding your SMSF is easy!  You can book a consultation through our website or by contacting our office directly.

For new client a 30% up-front payment is required, with balance to be paid upon completion of work. For existing clients, payment is required within 7 days of invoicing at the completion of work.

We offer both monthly or annual billing options.

Pricing

Packages tailored to your specific needs starting from $2,500.

Testimonials

Lighthouse Accountants have looked after our SMSF in an excellent manner. I have a commercial unit and they assisted me in setting up the leases and knowing what to do. Then let me know when things are due, and I’m really thankful that they do because life is busy.

I needed the advice of Lighthouse, which I found was very professional and detailed. It was extremely helpful when you’re starting up a new business to have someone holding your hand and saying, this is what we need to do.

They help me avoid late fees by being reminded, I’m very thankful.

Their staff is very helpful in answering any questions I have. I always get the feedback. I always get my question answered by telephone, text message or email.

  • Are you ready to take control of your retirement future? You’re only one call away from maximising the returns of your SMSF.


    Schedule an SMSF Consultation

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