Take control of your retirement. We’ll take care of the complexity.

At Value Add, we empower you to shape your financial future with a Self Managed Superannuation Fund—without the administrative burden that usually comes with it. You make the investment decisions; we handle compliance, reporting, and day-to-day management to keep your SMSF running smoothly.

The benefits of an SMSF

• Control: As trustee, you have greater flexibility to customise your superannuation fund’s framework to align with your individual needs. You are empowered to manage your own investment strategy for retirement and establish a robust succession plan for your beneficiaries.

• Effective tax management: carefully considered tax strategies can reduce your tax liabilities so that more of your savings are growing to fund your retirement.

• Investment choice: access a broader range of investment options, some of which are unavailable within a retail superannuation account.

• Cost management: The administrative and accounting expenses associated with having an SMSF are typically fixed, irrespective of the fund’s balance. Consequently, as the value of your superannuation increases, the relative cost-efficiency of an SMSF may improve. Furthermore, consolidating superannuation assets with up to five other members can offer additional financial and strategic advantages.

In summary, an SMSF gives you greater flexibility, transparency, and control over your retirement savings. However, with that control comes responsibility—regulatory, tax, audit, and reporting obligations that must be met every year.

That’s where we come in.

Value Add partners with specialist SMSF administrators to deliver a seamless, end-to-end service covering establishment, compliance, accounting, and ongoing fund management.

How we can help

Establishment and setup

We make setting up your SMSF simple, compliant, and stress free.

• Preparation of all legal documents

• ASIC and ATO registrations

• Guidance through the entire setup process

• Assistance in understanding the implications and responsibilities of running an SMSF

Once your fund is established, you’ll be ready to invest with confidence.

Annual compliance, accounting and reporting

We manage all statutory and financial reporting obligations, ensuring your fund stays compliant year after year.

• Preparation of EOFY financial statements

• Annual member statements

• Preparation and lodgement of the SMSF annual tax return

• Independent annual SMSF audit

• Trustee resolutions and minutes

• BAS & PAYG activity statement lodgements

• TBAR reporting requirements

Our team ensures every requirement is met accurately and on time.

Contributions, rollovers and SuperStream compliance

We help you stay on top of contributions and transfers into your fund.

• Monitoring contributions against relevant thresholds

• Facilitating rollovers and contributions

• Ensuring compliance with SuperStream regulations

Pension establishment and management

When it’s time to transition to retirement, we support you through the process.

• Establishing Account Based Pensions

• Calculating minimum pension drawdowns

• Preparing all required pension documentation

• Ongoing monitoring to ensure SISR compliance

Property investment and Limited Recourse Borrowing Arrangements (LRBA)

Looking to purchase property within your SMSF?

We assist with:

• Establishing the required LRBA structure

• Related party lending arrangements

• Compliance with ATO and SIS Act requirements

Winding up and estate planning support

If your SMSF journey is coming to an end, we ensure a smooth and compliant exit.

• Final financial statements and tax return

• Deregistration with the ATO

Ready to Take Control of Your Super?

Whether you’re exploring an SMSF for the first time or looking for a more reliable administration partner, Value Add provides the expertise, structure, and support you need.

You focus on building wealth.

We’ll focus on keeping your SMSF compliant, efficient, and stress-free.