Take Control of Your Super with a Self-Managed Super Fund (SMSF)
A Self-Managed Super Fund gives you control and flexibility, invest in what you understand, from property to shares, and take charge of your retirement strategy.
What is an SMSF?
A Self-Managed Super Fund (SMSF) is a private super fund that you manage yourself. With up to four members, you decide how to invest your super, whether that’s direct property, shares, term deposits, or other approved assets.
With Holzworth Partners, you’ll have experts guiding you through every step: from setup and strategy to compliance and tax.
Why Choose an SMSF?
✅ Control over where your super is invested
✅ Flexibility to include property, shares, or cash
✅ Tax efficiency and strategic planning
✅ Full transparency of performance
✅ Estate planning and intergenerational wealth options
Is an SMSF Right for You?
An SMSF may be suitable if you:
Have a combined balance of $200,000+
Have a good super contribution history
Want to actively manage your investments
- Are comfortable meeting compliance obligations (with help from your adviser)
Not sure? Book a free 30-minute discovery session with one of our SMSF specialists to find out if it’s the right fit.
Our Complete SMSF Solution
We handle everything for you — start to finish:
1️⃣ Fund setup and registration
2️⃣ Strategic financial and investment advice
3️⃣ Property investment and borrowing structures
4️⃣ Accounting, tax, and ongoing compliance
5️⃣ Legal documentation and estate planning
Holzworth Partners brings accountants, financial advisers, mortgage brokers, and solicitors together — giving you everything under one roof
Clear Transparent Pricing
💰 Setup – Starts from $9,900 (tax-deductible to your SMSF)
Includes:
- Statement of Advice explaining why establishing or managing an SMSF suits your goals, details the costs, risks, and alternatives, and provides a clear plan for implementation and compliance.
- Establishment of a Self-Managed Super Fund with a corporate trustee.
- ABN application
- Trust documents, minutes/resolutions
- Tax file number application
- Administration – processing fund transfers, documentation sharing, follow-up/follow-through.
- Implementation of a property purchase or investment account. Opening and managing the Macquarie cash management account.
📄 Ongoing administration & compliance – from $3,499 p.a.
Includes:
- Ongoing SMSF annual preparation of financial reports, income tax returns and audit.
- Personal ongoing income tax return preparation and lodgment.
- ASIC Fee and Management
- Annual Audit
- Ongoing Tax planning and financial strategy reviews.
- Ongoing investment management and advice.
- Ongoing investment portfolio reporting
Start Building Your Retirement Your Way
Whether you’re exploring property investment or wanting more control over your super, our SMSF experts can help you decide if it’s the right move.
General Advice Warning: The information on this website is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute personal financial advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult us before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statements available from your financial consultant.