Services — SMSF
08 — SMSF

Super you control.
Compliance handled.

Self-managed super offers unmatched flexibility — but it comes with real obligations. VCA manages the complexity so you can focus on growing your retirement wealth.

Overview

A self-managed superannuation fund gives you control over your investment decisions, the ability to hold a wider range of assets including direct property, and the potential for significant tax advantages — particularly in the accumulation and pension phases.

But with that control comes responsibility. SMSF trustees must comply with strict regulatory requirements under the Superannuation Industry (Supervision) Act, and the consequences of non-compliance can be severe.

VCA handles all aspects of SMSF administration — from establishment and trustee documentation through to annual audit coordination, ATO reporting, and ongoing compliance monitoring — so you remain in control without the administrative burden.

What's included

01

SMSF Establishment

Set up your SMSF correctly from day one — trust deed, trustee structure (individual or corporate), ATO registration, and opening documentation.

02

Annual Administration

Full annual administration including financial statements, member statements, tax return preparation, and trustee minutes — handled efficiently and on time.

03

Compliance & Audit

Coordination of the mandatory annual independent audit, plus ongoing compliance monitoring to ensure your fund meets all SIS Act obligations throughout the year.

04

Investment Strategy Advice

Review and document your fund's investment strategy to ensure it meets trustee obligations and reflects the genuine objectives of the fund members.

05

Pension & Benefit Payments

Commence account-based pensions, calculate minimum pension payments, and manage lump sum benefits — with tax outcomes optimised at each step.