SMSF
(Self-Managed Super Funds)

Self-managed super funds (SMSFs) have become increasingly popular for those who want greater flexibility, investment choice, and control over their retirement savings. They offer opportunities and advantages that traditional super funds simply can’t match.

However, managing your own super fund also comes with complexity and responsibility. At McKitterick Chartered Accountants, we make SMSF management simple and stress-free. We’ll help you stay compliant, informed, and confident - while maximising the benefits of your retirement strategy.

How we help:

  • We guide you through the process of establishing your SMSF, including selecting the appropriate trustee structure, preparing the trust deed and registering the fund with the ATO. We ensure the setup is compliant from the outset and aligned with your long-term retirement objectives

  • SMSFs require strict annual reporting and regulatory compliance. We prepare financial statements, member balances and annual returns, and coordinate the independent audit process to ensure your fund remains compliant and up to date with ATO requirements.

  • Borrowing within an SMSF is highly regulated and must be structured correctly. We provide guidance on limited recourse borrowing arrangements, ensuring the structure, documentation and compliance obligations meet legislative requirements and align with your broader strategy.

  • Purchasing property through an SMSF requires careful planning and adherence to strict superannuation rules. We assist with structuring, compliance and ongoing reporting to ensure the investment is held correctly and managed in accordance with superannuation legislation.

  • Clear reporting is essential to understanding your fund’s performance. We provide detailed financial reporting and member balances to give you transparency and confidence in your investment position.

  • Superannuation does not automatically form part of your estate. We assist with preparing and reviewing binding death benefit nominations to ensure your super benefits are directed in accordance with your wishes and integrated with your broader estate planning strategy.

Get in Touch

We would love to hear from you and discuss your accounting needs. Please use the below form for one of our friendly team to get back to you within 24 hours. If you wish to make direct contact please use the contact details provided.

Contact Us

  • "McKitterick Chartered Accountants did my tax return this year. The service was outstanding. Brooke is professional, knowledgeable and efficient. She responded to all of queries promptly and made tax time a stress free experience. I highly recommend this business."

  • "Would recommend Brooke to anyone, easy to get along with and very professional. Will be working with Brooke from here on in."

  • "Brooke’s been looking after our personal and business finances for over five years now, and she’s honestly amazing. She’s helped us navigate some tricky tax situations and always finds smart ways to plan ahead. Thanks to her, we’ve been able to minimise tax and make the most out of our business together. Super easy to work with, always on top of things, and genuinely cares."

  • ‘’Brooke is very good at her job and would highly recommend her services. Being a small business owner I can trust Brooke to keep me updated on changes. Thank you’’

  • “Cannot recommend Brooke enough! Her attention to detail and wealth of knowledge has been an incredible asset to my business. Easy to talk to and very professional.’