Self-Managed Super Funds (SMSF)

Overview

A Self-Managed Superannuation Fund (SMSF) is a private super fund where you, as trustee, are responsible for managing the fund and making investment decisions within the rules of superannuation law. While SMSFs can offer greater control, flexibility and tax benefits, they also come with strict regulatory requirements and complex compliance obligations.

At Booth Partners, we draw on decades of experience to provide the structure, advice and ongoing support needed to manage your SMSF effectively. Our team of accountants and tax agents ensures your fund remains compliant while helping you get the most out of the opportunities an SMSF provides.

Our SMSF services include:

Fund establishment, in liaison with your financial planner

Preparation of financial statements and annual returns

Taxation and compliance management, including lodgements with the ATO

Tax planning strategies

Liaison with auditors to meet annual audit requirements

Guidance on SMSF investment rules and regulatory obligations

We work closely with trustees to ensure their fund remains compliant while maximising the potential benefits of an SMSF. Whether you are looking to establish a new fund or need ongoing administration and advisory support, Booth Partners can help you manage your SMSF with clarity and confidence.

How can we help?

At Booth Partners, we provide a comprehensive range of SMSF services — from consulting and advice through to full administration support. Managing an SMSF involves a significant amount of paperwork and strict compliance obligations, and our goal is to simplify these complexities while ensuring your fund remains effective and fully compliant.

Our experts can assist with:

Contributions and benefit payments – eligibility, tax deductibility and timing
Investment options – permitted investments, use of related unit trusts, and limited recourse borrowing arrangements
Administration – documentation, review of financial statements, member statements, investment strategies, trustee minutes and working papers
Governance – support with ATO reviews and audits of funds
Risk management – identifying deficiencies or omissions, providing recommendations for remedial action, and assisting trustees to ensure future compliance

Backed by decades of experience, our people combine technical expertise with practical insight, working closely with you to make managing your SMSF clear, efficient and stress-free.