Self Managed Superannuation

Take control of your superannuation

 

How our SMSF team
can support you

 

Managing your own super fund comes with flexibility, but it also comes with responsibilities. Our team provides structured, compliance‑focused SMSF services that help you meet your obligations and keep your fund running smoothly.

We assist with the day‑to‑day administration, accounting and reporting requirements, ensuring your SMSF stays aligned with superannuation law and ATO expectations. This allows you to focus on your investment decisions knowing the compliance framework is properly managed.

 

Get in touch with us today

 

Areas of service

Fund Establishment and Structuring

Set-up and structuring of new SMSFs, including trust deeds, registrations and guidance on trustee obligations.

SMSF Administration and Compliance

Management of ongoing compliance requirements, including annual financial statements, member statements and ATO reporting.

SMSF Accounting

Accurate record-keeping, investment tracking, contribution and pension reporting, and preparation of year-end accounts.

Pensions and Withdrawals

Support with commencing pensions, withdrawal rules and meeting minimum pension requirements.

Contribution and Tax Strategies

Advice on contribution rules, caps, timing and tax considerations relevant to SMSF members.

SMSF Audit Coordination

Coordination with your independent auditor, including handling documentation and queries to ensure a smooth audit process.

Don’t just take our word for it…

Hear about the positive impact Carey Group has on our SMSF clients.

Heather

“Sandra has guided me through the complexities of my Self Managed Super Fund for many years. Her expertise, clarity, and attention to detail have made compliance easy to understand, and her support with our commercial property and the many pension rules has been invaluable. I highly recommend her professional and practical approach.”

Leanne

“Working with Carey Group to manage our SMSF and accounting work has been a great experience. They always make the time to answer any questions or concerns. Their team is knowledgeable, responsive and everything is handled accurately and on time giving us confidence and peace of mind.”

Why Choose Us

Get In Touch

  • 75 years supporting NQ

  • Local, experienced teams

  • Full-service financial planning & advisory

  • Practical, straightforward, outcome-focused

Our experts in the field

  • Joe Carey

    Lead SMSF Accountant

  • Sandra Kerber

    Senior SMSF Manager

  • Tania Barnes

    SMSF Manager

Strategic SMSF Pty Ltd is a separate legal entity operating under the Carey Group brand.
All services provided by Strategic SMSF Pty Ltd are delivered independently and in accordance with its own regulatory and legal obligations.

Let’s Chat

With over 75 years of combined experience, our team is ready to take on your accounting and financial matters with accuracy and focus.

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