Looking after your SMSF requirements
Take Control of Your SMSF
Maximise your retirement potential with a self-managed super fund, expertly administered to keep you compliant, efficient, and in control.
SMSF Administration Made Simple
Why not realise the advantages of making your own investment decisions and taking control of your own retirement strategy by setting up a self-managed superannuation fund (SMSF).
A SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific asset classes to invest in, such as listed domestic and international equities, managed investments, real estate, cash and term deposits, and more.
At AXIS Partners we can provide most of your compliance needs including –
- Preparation of annual financial statements
- Preparation of trustee minutes of meetings and resolutions
- Preparation and lodgement of your fund’s Annual Return (SMSF income tax return)
- Preparation of detailed member benefits statements
- Preparation of detailed investments reports
- Actuarial certificate
- Arrange for an independent audit of your SMSF by an approved auditor
- Manage communications and correspondence with Australian Taxation Office
Your Fund, Your Rules
Investment Freedom With Full Compliance
One of the greatest advantages of an SMSF is the ability to choose how and where your retirement savings are invested. Whether you prefer domestic and international shares, managed funds, property, cash, or term deposits, you’re in full control. At AXIS Partners, we ensure this freedom doesn’t come with unnecessary stress by handling all your compliance needs. We prepare your annual financial statements, trustee meeting minutes, member benefit statements, and investment reports. We also lodge your fund’s annual return, arrange actuarial certificates where required, and coordinate independent audits. Our goal is to let you enjoy the flexibility of an SMSF while remaining confident that every reporting and legal requirement is met — accurately, on time, every time.
Expert Guidance, End-to-End
SMSF Administration You Can Trust
Running an SMSF involves more than just smart investing — it requires strict adherence to complex superannuation laws. That’s where we come in. AXIS Partners acts as your trusted partner in SMSF administration, managing ATO correspondence, ensuring accurate records, and keeping your fund in line with evolving regulations. We help you avoid costly penalties by maintaining complete, up-to-date documentation and providing clear, practical advice when you need it. Whether you’re setting up a new SMSF or looking to improve the management of an existing one, our experienced team ensures a seamless process. We take care of the technical side so you can focus on making the investment decisions that will shape your retirement future.