Self Managed 
Superannuation Fund

Managing a Self-Managed Super Fund (SMSF) offers personalised control over your retirement savings and the potential for unique tax benefits not available in retail funds

What is an SMSF?

Self Managed Superannuation Funds (SMSFs) allow individuals or groups to personally dictate their superannuation investment strategies. Distinguishing from industry or retail super funds managed by third-party organisations, an SMSF is a private fund where the members oversee their investments, tailoring their super to fit their unique financial goals.

Operating an SMSF involves various administrative duties, including record-keeping, providing financial statements, completing tax returns, and having the fund audited by an approved SMSF auditor each year. Due to the complexity and responsibility involved in managing an SMSF, it's often recommended that members seek professional financial and legal advice.
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Our Services for Your SMSF

Tax Advisory and Compliance

With the intricate landscape of superannuation tax, our role is to demystify the complexities. 


We offer:

  • Guidance on tax-effective SMSF strategies.
  • Assistance with annual tax returns and deductions specific to SMSFs
  • Expertise in navigating changing tax laws impacting your retirement savings.


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SMSF Setup and Management

Setting up an SMSF correctly is crucial.


We support you by:

  • Assisting with the fund's establishment, ensuring compliance from the start.
  • Helping with rollovers from other super funds to your SMSF, with an eye on maximising tax benefits.
  • Ongoing SMSF administration, keeping the fund's operations smooth and compliant.


It's highly advisable to consult with a financial planner before setting up a Self Managed Superannuation Fund. This step is crucial to ensure that starting an SMSF is a viable option for your financial situation and retirement goals.


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Proactive SMSF Administration

We take a proactive approach to managing your SMSF:
  • Keeping detailed financial records and ensuring accurate reporting.
  • Ensuring your SMSF meets all compliance obligations to avoid penalties.
  • Managing the fund’s audit process with an approved independent auditor, as required by law.

Why Partner with Us?

At THN & Samios Partners we specialise in prioritising the security and compliance of your retirement savings. Our expertise in SMSFs ensures that your fund not only meets but exceeds the stringent regulatory standards set by Australian superannuation law. We're committed to delivering peace of mind by ensuring that every aspect of your SMSF — from tax-effective strategies to annual audits — is managed with meticulous attention to detail and compliance. Our proactive approach identifies potential issues before they arise, safeguarding your fund's integrity and your financial future.



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