SMSF Services
Take greater control of your retirement with expert SMSF advice, compliance and ongoing support tailored to your financial goals.
Why Choose Tradewise Solutions
Why Choose Tradewise Solutions for Your Self-Managed Super Fund?
Managing an SMSF requires more than compliance. We provide strategic advice, proactive support and ongoing guidance to help you meet your obligations, make informed investment decisions and grow your retirement wealth with confidence.
Tailored to Your Goals
Receive SMSF advice and strategies tailored to your retirement goals, investment objectives and personal circumstances.
SMSF Compliance & Strategy
Stay compliant while making informed decisions with expert guidance on your fund's ongoing management and obligations.
Simple Digital Experience
Access modern cloud technology and secure online tools that make managing your SMSF easier and more transparent.
Dedicated SMSF Specialist
Work directly with an experienced SMSF specialist who provides ongoing advice and support whenever you need it.
Take back your time
Is It Time to Simplify Your SMSF?
Managing an SMSF takes ongoing attention to compliance, reporting and administration. If any of these sound familiar, it may be time to get specialist support and make your fund easier to manage.
Spending too much time managing your SMSF administration and compliance?
Unsure whether your fund meets the latest ATO and superannuation requirements?
Want more time to focus on your investment strategy instead of paperwork?
Looking for trusted guidance to help you make informed decisions about your retirement savings?
Integrated SMSF Support
SMSF Advice That Supports Your Retirement Goals
Managing an SMSF involves more than annual compliance. We work closely with you and your trusted advisers to help keep your Self-Managed Super Fund compliant, tax-effective and aligned with your long-term retirement goals.
Tailored SMSF Support
Practical guidance based on your fund structure, circumstances and retirement objectives.
Ongoing SMSF Compliance
Stay on top of annual returns, trustee obligations, reporting and regulatory changes.
Trustee Guidance
Work alongside your licensed financial adviser and other professionals for a more coordinated approach.
Adviser Coordination
Work alongside your licensed financial adviser and other professionals for a more coordinated approach.
SMSF Tax Planning
Review tax strategies and fund transactions to improve tax efficiency within the rules.
Pension & Retirement Support
Understand the tax and compliance requirements when starting pensions or moving into retirement.
SMSF Administration
Simplify ongoing fund administration, accounting and reporting.
Succession & Trustee Changes
Plan for future trustee changes, succession and the long-term management of your SMSF.
What Our Clients Say
FAQ
Your Questions, Answered.
Every business is different. Let's find the right answer for yours.
An SMSF can provide control and investment flexibility, but trustees carry significant legal, administrative, audit and investment responsibilities. Costs, balance, time, skills and investment objectives should all be considered.
Yes, subject to the investment strategy, sole purpose test, related-party rules and borrowing restrictions. Residential property generally cannot be acquired from, leased to or used by members or related parties.
Only through arrangements that comply with the limited recourse borrowing rules and other superannuation requirements. Specialist legal and tax advice should be obtained before signing.
Trustees should retain accounting records, annual returns, audit files, minutes, investment strategies, valuations, ownership documents and member records for the required periods.
Yes. An approved independent SMSF auditor must audit the fund each year before the annual return is lodged. Trustees remain responsible for compliance even when professionals assist.
Ready to Take Control of Your Retirement?
Take the complexity out of managing your Self-Managed Super Fund. Speak with our experienced SMSF advisers to receive practical guidance, stay compliant and make informed decisions for your financial future.
