We help you manage your SMSF with clarity and confidence.
Managing a Self-Managed Superannuation Fund (SMSF) should work for you, not overwhelm you with complex regulations and compliance risks. At DRB, we understand the challenges trustees face and are we’re here to help.
Our superannuation specialists provide tailored administration and compliance services, ensuring your fund stays compliant and on track. We keep up with regulatory updates so you can manage your fund confidently and avoid costly errors.
You’ve worked hard for your money. Let’s make it work for you.
An SMSF can be a fantastic vehicle for the accumulation and growth of superannuation, particularly when it comes to investing in direct property whether that be residential, commercial or industrial property. We assist you with the appropriate compliance and administration of your SMSF and guide trustees through the various regulations and risks associated with managing your own superannuation fund.
You’ve worked hard for your money.
Let’s make it work for you.
An SMSF can be a fantastic vehicle for the accumulation and growth of superannuation, particularly when it comes to investing in direct property whether that be residential, commercial or industrial property. We assist you with the appropriate compliance and administration of your SMSF and guide trustees through the various regulations and risks associated with managing your own superannuation fund.
Strategies
Tailored insights and personalised support to help you thrive in a constantly changing world.
Accounting and Taxation services
Our team can help prepare and lodge financial statements, SMSF annual returns, and Activity Statements to simplify compliance with the tax system.
Our team can also conduct annual audits of Self-Managed Super Funds (SMSF), ensuring that funds meet all regulatory and legislative obligations. We collaborate closely with Trustees to provide a seamless SMSF experience. Trust us with your SMSF’s accounting needs.
Compliance & Administration Services
Our team of superannuation specialists offers comprehensive SMSF compliance and administration services tailored to your needs. We assist with establishing Self-Managed Super Funds (SMSFs), ensuring ongoing compliance, updating trust deeds, and managing the wind-up process of SMSFs.
Additionally, we support trustees and members in maintaining adherence to the Superannuation Industry (Supervision) Act and Superannuation Industry (Supervision) Regulations. Trust us to help you navigate SMSF operations and record-keeping effectively for optimal compliance and performance.
Audit
Conducting an annual audit of your Self-Managed Super Fund (SMSF) financial statements is essential for compliance. Our expert team specialises in SMSF audit services, ensuring your fund meets all regulatory and legislative obligations.
We collaborate closely with Trustees to provide a seamless auditing experience, helping you navigate the complexities of SMSF compliance effectively. Trust us to safeguard your financial integrity and adhere to SMSF regulations.
Strategies
Tailored insights and personalised support to help you thrive in a constantly changing world
Accounting & Taxation Services
Our team can help prepare and lodge financial statements, SMSF annual returns, and Activity Statements to simplify compliance with the tax system.
Our team can also conduct annual audits of Self-Managed Super Funds (SMSF), ensuring that funds meet all regulatory and legislative obligations. We collaborate closely with Trustees to provide a seamless SMSF experience. Trust us with your SMSF’s accounting needs.
Compliance & Administration Services
Our team of superannuation specialists offers comprehensive SMSF compliance and administration services tailored to your needs. We assist with establishing Self-Managed Super Funds (SMSFs), ensuring ongoing compliance, updating trust deeds, and managing the wind-up process of SMSFs.
Additionally, we support trustees and members in maintaining adherence to the Superannuation Industry (Supervision) Act and Superannuation Industry (Supervision) Regulations. Trust us to help you navigate SMSF operations and record-keeping effectively for optimal compliance and performance.
Audit
Conducting an annual audit of your Self-Managed Super Fund (SMSF) financial statements is essential for compliance. Our expert team specialises in SMSF audit services, ensuring your fund meets all regulatory and legislative obligations.
We collaborate closely with Trustees to provide a seamless auditing experience, helping you navigate the complexities of SMSF compliance effectively. Trust us to safeguard your financial integrity and adhere to SMSF regulations.
Our Approach
Our approach is based on four key principles: focusing on the long-term, understanding risks, being prudent and being realistic.
Our approach to SMSF services focuses on providing expert guidance and ensuring full compliance. Our highly qualified specialists stay updated on the latest regulatory and legislative changes, offering comprehensive administration and compliance services tailored to SMSF trustees and members. We empower clients to manage their funds confidently and effectively by providing reliable support and up-to-date information.
Superannuation Team
We get it. Your finances are personal and so are we.
The personality of our brand, powered by our people
SuperannuationTeam
We get it. Your finances are personal and so are we.
The personality of our brand, powered by our people
FAQ's
Yes. We can assist you in establishing a Self-Managed Super Fund (SMSF). Our team will manage the entire setup process, including assisting with the selection of the Trustee structure, creating the trust deed and various registrations with the ATO. We ensure that your fund is established correctly and is compliant from day one.
We handle the time-consuming administrative and compliance tasks of your SMSF, including financial reporting, tax returns, audits, and regulatory lodgements, so you can focus on making informed investment decisions.
We provide customised solutions tailored to your investment needs. Whether you are a hands-on investor or require comprehensive support, our services align with your goals, comfort level, and compliance requirements.
Yes an SMSF can borrow to purchase property, but this must be done through a Limited Recourse Borrowing Arrangement (LRBA) and the property must be held in separate Bare Trust until the loan is fully repaid. At DRB we have the expertise to guide trustees through the strict regulations in this area, ensuring your SMSF remains compliant.
We combine extensive regulatory knowledge with a personal approach. You’ll collaborate with dedicated SMSF specialists who take the time to understand your goals, communicate clearly and support you throughout your journey.
