An SMSF is typically suited to individuals who want direct control over their investment strategy, have a substantial superannuation balance, and are prepared to engage with their financial future. Our role is not just to keep you compliant but to ensure your SMSF is a good fit for your long-term goals.
Yes, investing in property, including commercial property for your own business, is a key reason many of our clients establish an SMSF. The rules are complex, particularly around borrowing through a Limited Recourse Borrowing Arrangement (LRBA). We provide specialist advice to ensure the structure is compliant and correctly administered from day one.
We believe in complete transparency. For our annual SMSF administration and compliance service, we offer a fixed-fee package so you have certainty and no surprises. We will provide a clear quote based on the complexity and needs of your fund during our initial consultation.
We make the process entirely seamless. Our team handles the entire transition. This includes communicating with your previous administrator and ensuring a smooth transfer of all historical data. Our goal is to make it a stress-free experience for you.
“Setting up an SMSF felt overwhelming until we worked with Bellwether. They explained every step in plain language and managed the whole process with professionalism and care. We now feel so happy that we went down this path and have the team looking after our ongoing compliance.”
“Bellwether guided us through Small Business Restructuring when we were under extreme ATO pressure. Their expertise reduced our debt burden and got the business back on track. We finally have breathing room and peace of mind.”
“We engaged Bellwether for business tax and compliance. We have loved working with Tim as he is proactive, preparing us all year around and being a phone call away so we are making the right decisions.”
