Trusted SMSF Partners
We help trustees:
Stay compliant with changing superannuation regulations and ATO requirements
Avoid costly penalties with timely reporting and expert reviews
Manage complexity in multi-asset funds, family structures, and retirement planning
Gain visibility into fund performance with digital reporting tools
Whether you’re just setting up your SMSF, already running one, or looking to switch accountants, we provide clear, reliable advice backed by deep superannuation expertise.
Self-Managed Super Fund Services
Melbourne - Brisbane
Our SMSF services include:
Annual SMSF Financial Statements & Tax Returns
Independent Audit Preparation
SMSF Setup, Wind-Up & Trustee Resolutions
Investment Strategy Documentation
Contribution & Pension Management
Property, Crypto, and Limited Recourse Borrowing Arrangements (LRBAs)
Cloud-Based Reporting & Document Storage
Ongoing ATO Lodgement Monitoring & Support
Running a self-managed super fund (SMSF) comes with opportunity — and responsibility. With strict ATO regulations, trustee obligations, and ever-changing superannuation laws, it’s essential to have a professional team behind you.
At 42 Advisory, we offer specialist SMSF accounting, tax, and compliance services tailored to individuals and families who want control over their retirement strategy without the administrative burden.
We work with SMSF trustees, financial planners, and investment managers to ensure every fund is compliant, tax-effective, and built to achieve your long-term financial goals.
Strategic Support Beyond Compliance
At 42 Advisory, we see SMSFs as more than just a compliance exercise — they’re a vehicle for long-term wealth creation. That’s why we go beyond the basics, offering strategic insights around tax planning, pension phase optimisation, and asset structuring. We collaborate closely with your financial adviser (or recommend one if needed) to ensure your SMSF works in harmony with your broader retirement and investment goals. With our guidance, you can make informed decisions and feel confident as a trustee.
