SMSF Accounting &

Advisory Services in Sydney

Take control of your super with a strategy that goes beyond compliance.

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What is an SMSF (Self Managed Superannuation Fund)?

A Self-Managed Super Fund (SMSF) gives you control over how your super is invested. As a trustee, you make the decisions—but you’re also responsible for compliance, reporting, and strategy.

An SMSF may suit you if you:

  • Want greater control over investments

  • Are interested in property investment

  • Have a balance of ~$200,000+

  • Prefer a hands-on approach to wealth creation

Our SMSF Services

Setup & Structuring

We establish your SMSF correctly from day one, including trust deeds, registrations, and trustee structuring.

Accounting & Compliance

We manage financials, tax returns, and ATO compliance, keeping your fund accurate and up to date.

Property Investment

We guide you through buying property in an SMSF.

Audit Coordination

We prepare your fund for audit and liaise with independent auditors.

Ongoing Advisory

We provide strategy reviews, contribution planning, and ongoing guidance as your goals evolve.

Consultant discussing with a client

Why Choose Chan & Naylor

30+ Years of Experience

30+ Years Experience

We have the knowledge and expertise to help your business succeed.

Personalised Service

Personalised Service

You will have access to a dedicated client manager supported by a team of highly skilled professionals.

Generation Care

Generational Care

We’re committed to caring for you, your family, and your business from generation to generation with honesty and integrity.

SMSF and Property

Property is a key reason many investors choose an SMSF. When structured correctly, it can offer tax advantages and long-term growth.

However, strict rules apply, especially around borrowing and related party transactions. Professional advice ensures you stay compliant while maximising opportunity.

Our Process

  • Consultation – Understand your goals

  • Strategy – Tailored SMSF plan

  • Setup – Establish your fund

  • Management – Ongoing compliance and support

  • Review – Optimise as your needs evolve

Self Managed Super Fund Chan & Naylor Pymble

How to Grow Your Retirement Fund with an SMSF

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SMSF Ebook

FAQs

How much do I need to start an SMSF?
While there’s no legal minimum, a balance of at least $200,000 is generally recommended for cost-effectiveness.

Can I buy property through an SMSF?
Yes, but strict rules apply—especially when borrowing or dealing with related parties.

What are the tax benefits of an SMSF?
SMSFs can offer concessional tax rates, including potential tax-free income in the pension phase.

What are my responsibilities as a trustee?
You’re responsible for compliance, investment decisions, and ensuring the fund meets all legal obligations.

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