Self-Managed Super Fund (SMSF)

Take control of your retirement savings with expert SMSF management services from Factor1 Accountants & Advisers.

About Self-Managed Super Fund (SMSF)

Managing your own super fund can be rewarding but complex, with strict compliance and reporting obligations. Factor1 Accountants & Advisers specialise in helping individuals set up, manage, and optimise Self-Managed Super Funds (SMSF), ensuring they meet regulatory requirements while maximising investment potential. Our team provides expert advice on SMSF strategies, from tax minimisation to investment planning, giving you peace of mind that your retirement savings are being effectively managed. We guide you through the intricacies of SMSF administration, helping you stay compliant with ATO regulations and making sure your fund operates smoothly.

Whether you’re just setting up your SMSF or looking for ongoing management support, we tailor our services to suit your unique financial goals. With our assistance, you can focus on growing your wealth while we handle the technical and administrative challenges of managing your super.

Common Challenges We Help Address

Managing an SMSF involves navigating a range of challenges, from ensuring compliance to developing tax-efficient strategies. Factor1 helps simplify the process and provides the expertise needed to make your SMSF a success.
  • Compliance Obligations
    We ensure your SMSF meets all regulatory requirements, from financial reporting to audits, keeping your fund in good standing.
  • Investment Strategies
    We provide expert advice on optimising your SMSF investments to grow your retirement savings.
  • Tax Efficiency
    Our team helps minimise your SMSF tax liabilities by leveraging tax-effective strategies.
  • Administrative Burden
    We take care of the day-to-day SMSF administration, including financial reporting, bookkeeping, and ATO submissions.
  • Audit and Reporting
    We manage the complex annual audit and reporting obligations, ensuring your SMSF remains compliant and stress-free.

Why Businesses Need Accounting & Bookkeeping

Streamline finances, ensure compliance, and drive growth with expert accounting solutions.

An SMSF is a private superannuation fund that individuals manage themselves, where the members are also the trustees.

Trustees are responsible for managing the fund in compliance with regulations, making investment decisions, and ensuring the fund meets its legal obligations.

An SMSF can have up to six members, all of whom must be trustees or directors of the corporate trustee.

An SMSF offers greater control over investments, flexibility in estate planning, and potential tax advantages compared to other super funds.

Yes, SMSFs can invest in property, but strict rules apply, including that the property must be for investment purposes, not personal use.

Costs include administration, audit, accounting, and investment fees, which can vary depending on the size and complexity of the fund.

Factor1 provides comprehensive SMSF services, including setup, administration, compliance, and investment advice tailored to your financial goals.

Why Choose Factor1? Your Satisfaction, Guaranteed.

Transparent Pricing

Know exactly what you're paying for with our upfront, competitive pricing—no hidden fees, no surprises.

Trusted Experts

With years of experience in bookkeeping, corporate services, and financial solutions, our team provides reliable, accurate, and personalised support tailored to your business needs.

Hassle-Free Support

Need assistance? Our responsive team is here to guide you every step of the way, ensuring a seamless experience.

Office Locations

Factor1 is proud to serve clients in person across Victoria or online throughout Australia. Whether you prefer to meet in person or connect virtually, our team is ready to assist you with all your accounting and advisory needs. Explore our office locations below to find the one nearest you.
Melbourne Office
Shepparton Office
KP Office
Bairnsdale Office
Lake Entrance Office

Discover how Factor1 can support your financial success. Schedule your complimentary consultation by clicking the ‘Book Now’ button or giving us a call. Let’s start planning for your future today.

Expert accounting and financial services tailored to your needs. From tax compliance to business consulting, we provide personalised solutions to help your business thrive.

Contact Info

Headquarters
Suite 46-47, Level 3,
Building 2,
1 Ricketts Road,
 Mount Waverley 
VIC 3149

Phone
1300 886 309

Email

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