Self-Managed Super
Self-managed super fund establishment, administration, compliance and audit — managed end-to-end by Brighton's trusted chartered accountants.
A self-managed superannuation fund gives you direct control over your retirement savings — but it comes with significant compliance obligations. KK Partners Group provides complete SMSF services, from establishment through to administration, reporting and independent audit.
Our SMSF specialists understand both the technical compliance requirements and the investment flexibility that makes SMSFs attractive. We help trustees navigate the rules, meet their obligations and make the most of their fund structure.
Speak with one of our principals about how we can help your specific situation.
Book a Free Chat →Common Questions
SMSFs are generally cost-effective for balances above $200,000–$300,000. They suit people who want investment control, have specific assets they want to hold (like property or direct shares), or have complex estate planning needs. We can model the costs and benefits for your situation.
SMSFs can invest in shares, property (residential and commercial), managed funds, term deposits, ETFs and more. There are strict rules around related-party transactions and in-house assets. We'll help you understand what's permitted.
Trustees must prepare annual accounts and a tax return, have the fund audited annually, keep detailed investment records, maintain an investment strategy, meet the sole-purpose test and comply with pension rules. Non-compliance can result in significant ATO penalties.
Costs depend on complexity — typically $2,000–$5,000 per year for administration and compliance, plus audit fees. We'll provide a fixed-fee quote after reviewing your fund's structure.
Yes — including commercial property. Residential property can be purchased but with restrictions (you can't live in it or rent it to related parties). Commercial property can be rented to your own business at market rates, which is a commonly used strategy.
You can move your SMSF into pension phase, which provides tax-free income (up to the transfer balance cap). We'll help you plan the transition and ensure your fund is set up to provide tax-effective retirement income.