SMSF advice built around your long-term goals.

Setup, compliance and strategic advice for self-managed super funds, helping clients navigate the complexity, flexibility and long-term planning that comes with running their own super.

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Byfields team member at the front desk of a regional office

An SMSF is one of the most powerful planning tools available, and one of the easiest to get wrong. The rules are unforgiving, and setting up and managing an SMSF is complex. We provide strategic advice and compliance support to help clients navigate the flexibility, responsibilities and long-term planning that come with running their own super. We treat SMSF as part of your overall plan, not a stand-alone product. The best SMSF strategies are built around long-term retirement goals, not short-term decisions. Our role is to help clients understand both the opportunities and the responsibilities that come with having more control over their super.

What we do

Helping determine whether an SMSF is the right fit in the first place, trust deed, trustee structure, ATO registration and rollover from existing funds.
Helping clients stay ahead of the smaller compliance issues that can create major tax consequences if missed. Through annual returns, audits, trustee documentation and ATO reporting.
Tailored strategies aligned to long-term investment goals, risk appetite and retirement planning, contribution strategies, pension phase planning, and how the fund fits with your other structures.
Advice on holding Business Real Property (BRP) within a self-managed super fund, including guidance on BRP rules, maintaining arm’s length arrangements, and Limited Recourse Borrowing Arrangements (LRBAs) where appropriate.
Binding death benefit nominations, reversionary pensions, and the integration with your overall estate plan. Ensuring your SMSF continues to work properly across generational transition and estate planning events.
SMSF interactions with intergenerational transfers, especially where the fund holds business real property. Particularly where farmland, commercial premises or intergenerational transfers are involved.