Take control of your retirement with confidence.
A Self-Managed Super Fund (SMSF) gives you greater control over your retirement savings, but managing it effectively requires careful planning and compliance. At Hillyer Riches, we simplify the complexities, helping you make informed decisions, stay compliant, and maximise your financial future. Our SMSF expert tax advisors guide you through every stage, whether you’re setting up a new fund, growing your investments, or preparing for retirement working alongside your financial planners. We focus on smart strategies that align with your financial goals while ensuring full compliance with Australian regulations.
HOW WE CAN HELP
We are a partner in your success
SMSF setup and structuring
Establishing your fund with the right structure for tax efficiency and asset protection.
Compliance and regulatory support
Ensuring your SMSF meets ATO and ASIC requirements.
Tax planning and minimisation
Strategies to reduce tax liabilities and maximise super contributions.
SMSF borrowing and property investment
Guidance on limited recourse borrowing arrangements for SMSF property purchases.
Pension and retirement planning
Structuring your SMSF to support a smooth transition into retirement working hand in hand with specialised SMSF lawyers and your financial planners.
Staying compliant and managing tax effectively.
SMSFs are subject to strict rules, but we make compliance easy. Our team ensures your fund remains in good standing with regulators while optimising tax efficiency.
Superannuation tax planning
Minimising tax within the SMSF framework.
BAS, GST and annual returns
Maximising tax benefits and savings for your retirement.
ATO audit support
Handling compliance reviews and dispute resolution if needed.
Trustee responsibilities and Governance
Helping you stay on top of legal obligations.
Planning for the future – SMSF succession and estate planning.
A well-structured SMSF should support you in retirement and provide for your loved ones. We help you plan for a smooth transition of wealth.
Estate planning and beneficiary nominations
Ensuring your super is passed on according to your wishes in collaboration with your lawyers.
SMSF wind-up and exit strategies
Closing your fund with minimal tax implications.
Death benefit planning
Structuring payouts to protect your beneficiaries.
Intergenerational wealth transfer
Helping your family benefit from your SMSF in the long run.
Your SMSF, your future.
At Hillyer Riches, we’re more than just accountants – we’re your partners in securing a financially sound retirement. Whether you’re setting up an SMSF or looking to optimise an existing one, we provide expert guidance every step of the way.
