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Build Long-Term Wealth with a Clear, Compliant SMSF Strategy

A Self-Managed Super Fund gives you greater control, flexibility and choice over how your retirement savings are invested, but it also comes with responsibilities. We help you understand what an SMSF involves, whether it’s the right fit for your goals, and how to manage it with confidence. Our role is to simplify the process, guide you through your obligations and ensure your SMSF supports your long-term wealth and retirement strategy.

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How We Support Your Self-Managed Super Fund (SMSF)

Clear, Professional Guidance to Help You Set Up, Manage, and Grow Your SMSF with Confidence.

Managing your own super can offer more flexibility and control, but it also requires careful planning and ongoing responsibility. We help you understand what’s involved, assess whether an SMSF suits your goals, and build a structure that supports long-term wealth and retirement outcomes.

We help you determine whether an SMSF is the right choice for your situation, explain your responsibilities as a trustee, and guide you through the setup process, including structures, deeds, rollovers and initial fund establishment.

Your SMSF needs a compliant, goal-led investment strategy. We help you define your objectives, assess your risk profile and build a diversified investment approach that supports your retirement timeline.

We provide guidance on annual reporting, record-keeping, audit obligations, and ATO requirements so your SMSF remains compliant and easy to manage.

Whether you’re adding to your SMSF, receiving employer contributions or consolidating other funds, we help you understand the tax rules, contribution caps and strategies available to keep your SMSF efficient and effective.

We ensure your SMSF supports your long-term goals by integrating it with your broader retirement plan, pension phase strategies and estate considerations such as binding nominations and intergenerational wealth planning.

Our Approach to SMSF Advice

A Structured Process to Help You Manage Your Super with Confidence and Control

SMSFs offer flexibility and personalised investment choice, but they also come with rules and responsibilities. Our approach is designed to simplify the process, guide you through each decision and ensure your SMSF remains compliant, strategic and aligned with your long-term goals.

How Our Process Works

  • We begin by assessing whether an SMSF is suitable for your financial goals and responsibilities.
  • We explain trustee roles, risks and obligations so you understand exactly what’s involved.
  • We assist with SMSF setup, structure selection, and the rollover of existing super funds.
  • We develop a personalised, compliant SMSF investment strategy.
  • We help you implement contributions, investments and account structures.
  • We support you with ongoing compliance, reporting and administrative requirements.
  • We regularly review your SMSF to ensure it remains aligned with your retirement strategy.

Our goal is to make SMSF management clear, compliant and aligned with the future you’re working towards.

What You Can Expect From Our Approach

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Clear Guidance on Suitability & Responsibilities

We help you understand whether an SMSF is right for your situation and what’s required from you as a trustee.

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Support Through Every Step of Setup & Structure

From selecting the right structure to managing rollovers and documentation, we make the setup process simple and seamless.

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Strategic, Compliant Investment Planning

Your SMSF strategy is suited to your goals, balancing flexibility, risk and long-term retirement outcomes.

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Long-Term Partnership & Ongoing Support

We stay with you through each stage of your SMSF journey, providing reviews, updates and practical guidance as your needs evolve.

Why Choose 360 for SMSF Advice

Expert Guidance, Clear Strategies and Reliable Support for Every Stage of Your SMSF Journey

Managing an SMSF comes with a unique set of decisions, responsibilities and opportunities, and having the right guidance makes all the difference. We help you understand how an SMSF fits into your broader financial life, what it can help you achieve and how to structure it so it genuinely supports your long-term retirement goals. Our advice is practical, easy to understand and focused on helping you feel confident in the decisions you’re making.

We also take a holistic approach, bringing together expertise in superannuation, investing, tax planning and retirement strategy. Whether you’re setting up an SMSF for the first time or refining an existing fund, we support you with ongoing reviews, compliance guidance and strategic planning. With 360, you gain a trusted partner who keeps your SMSF aligned, compliant and working toward the future you want, with clarity every step of the way.

Frequently Asked Questions

Is an SMSF right for me?

An SMSF can offer more control and flexibility, but it isn’t suitable for everyone. It’s best suited to people who want greater involvement in how their super is invested and are comfortable taking on the responsibilities of being a trustee. We help you assess whether an SMSF aligns with your goals, risk appetite and financial position.

As a trustee, you are responsible for managing the fund in the best interests of all members. This includes complying with super laws, keeping records, arranging annual audits, lodging tax returns and following your fund’s investment strategy. We guide you through these obligations so you know exactly what is required.

Yes, SMSFs can invest in residential or commercial property under specific rules. It’s important to ensure the investment meets the sole purpose test, follows borrowing regulations (if applicable) and fits within your overall strategy. We help you understand your options and ensure your SMSF remains compliant.

Your SMSF must have a documented investment strategy that outlines your goals, risk tolerance and how your assets will be diversified. We help you create a compliant, practical approach that aligns with your long-term retirement objectives.

Most SMSF trustees choose to work with planners because managing a fund involves ongoing reporting, audits, investment decisions and legal responsibilities. We provide guidance across setup, compliance, administration and strategic planning so you can run your SMSF confidently and efficiently.

As you approach retirement, your SMSF can shift from accumulation to pension phase. This allows the fund to pay you income streams and may offer tax advantages. We help you structure this transition and ensure your SMSF continues to support your lifestyle throughout retirement.

We’re Here to Help with Your Questions and Enquiries

Please complete the form below with your enquiry details, and one of our team members will get back to you as soon as possible. We look forward to assisting you.

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