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.
“Bellwether for many years, even before the re-brand has been my trusted tax advisor for both my personal and business affairs. Tim has helped me structure things properly, plan for growth, and avoid costly mistakes.”
“We set up an SMSF with Bellwether and they connected us with a great buyer’s agent for our first property purchase under our fund. It’s reassuring knowing we have a whole network of trusted professionals around us thanks to their recommendation.”
“The best part about working with Bellwether is knowing I can pick up the phone anytime and get practical, relevant guidance. Tim & Mike might be good at crunching numbers, but they have a wealth of knowledge that has helped me make smart business decisions with confidence.”
