SMSF (Self-Managed Super Funds)
SMSF (Self-Managed Super Funds)
Take control of your retirement—with expert support.
A Self-Managed Super Fund (SMSF) gives you the power to take charge of your super and build a tailored retirement strategy. But with control comes responsibility—and that’s where RG Partners comes in. We help you establish, manage, and grow your SMSF while staying fully compliant with ATO and ASIC regulations.
What We Offer
SMSF Setup & Registration
From trust deed creation to ATO registration—we handle the entire setup process for you.
Ongoing SMSF Administration
Annual compliance, member contributions, investment tracking, and pension payments—managed efficiently and accurately.
SMSF Tax Returns & Audits
We prepare and lodge your fund’s tax return and arrange for the mandatory annual audit through an independent SMSF auditor.
Investment Strategy Guidance
Ensure your fund complies with ATO rules while aligning with your personal retirement goals.
Pension Setup & Transition to Retirement
Navigate the switch from accumulation to pension phase and make the most of tax benefits.
Advice on Property, Shares, and Other SMSF Investments
Get clear guidance on what your SMSF can and can’t invest in—and how to do it properly.
Why Choose an SMSF?
Greater investment flexibility
Full control over super decisions
Potential tax efficiencies
Tailored retirement planning
Estate planning flexibility
Is SMSF Right for You?
SMSFs aren’t for everyone—they require time, knowledge, and ongoing compliance. At RG Partners, we make the process simple, guiding you every step of the way to ensure your fund remains compliant, secure, and aligned with your long-term goals.
SMSF Services For:
Professionals & Business Owners
Investors seeking more control
Pre-retirees planning early transitions
Family groups managing collective retirement wealth
Ready to Take Control of Your Super?
Let’s explore whether SMSF is the right fit for your future.