Take control of your Superannuation

Self-Managed Superannuation Funds

At Carey Group, we understand that setting up and managing a Self Managed Super Fund (SMSF) can be a complex and time-consuming task. That’s why we offer our clients a comprehensive SMSF administration service that takes care of all the complex reporting requirements.

Our experienced team has been a leader in SMSFs for over 40 years, and we have developed a fully automated process that delivers cost-effective and timely reporting in a user-friendly manner. We utilize the latest technology to ensure accuracy, compliance, and timely reporting for our clients.

With our SMSF administration service, you can be confident that all regulatory requirements are met, including preparing and lodging tax returns, financial statements, and managing the audit process. We also provide ongoing support and advice to ensure your SMSF is meeting your financial goals and objectives.

So, whether you are just starting out or have an existing SMSF, our team at Carey Group is here to help you navigate the complexities of SMSF management and achieve your financial objectives. Contact us today to learn more about our SMSF administration service

Our 3 step guide for setting up an SMSF

SMSF 3 step process step 1

The Plan

During your first meeting with Carey Group, we will work with you to determine your long-term financial objectives. Understanding your goals is an essential step in the planning process, and one of the most critical aspects of this is deciding the type of lifestyle you want to lead in retirement. This process involves a comprehensive review of your current financial situation, including your income, expenses, assets, and liabilities. Based on this information, we can develop a tailored strategy that takes into account your specific goals and circumstances.

SMSF 3 step process step 2


After the initial consultation, our team will gather all the necessary information from you to design a tailored portfolio that aligns with your goals and risk tolerance. We take a holistic approach to portfolio construction, taking into consideration your financial situation, investment objectives, time horizon, and risk preferences. We believe in full transparency and will keep you informed throughout the entire process, ensuring that you are comfortable with the investment strategy proposed before proceeding.

SMSF 3 step process step 3

Tracking Progress

After setting up your Self-Managed Super Fund (SMSF), Carey Group will continuously monitor and evaluate its progress to ensure it is aligned with your investment goals. Our team will regularly provide you with updates on the performance of your SMSF investments through apps that we provide. This ensures that you are always up-to-date with how your SMSF is performing, and allows you to make informed decisions about future investment opportunities. You can have peace of mind knowing that your SMSF is being managed by experienced professionals who are dedicated to achieving your financial goals.

Experts in the field

Joe Carey

Joe Carey

Lead SMSF Accountant

Contact our Team

With over 70 years of combined experience, our team is ready to take on your financial matters with accuracy and focus. Contact us today.

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