Superannuation is one of the most important components of retirement planning. For many Australians, a Self Managed Superannuation Fund (SMSF) can provide greater control and flexibility over retirement savings — but
it also comes with complex compliance responsibilities.

At Crestani Partners, we provide specialist SMSF accounting, administration, and compliance services to ensure your fund is managed effectively, tax-efficiently, and in line with regulatory requirements.

Establishment & Structuring

• Assistance with the establishment of your SMSF, including trust deed setup and all required registrations
  with the ATO.
• Guidance on trustee responsibilities and obligations.
• Advice on structuring your SMSF to align with long-term retirement and estate planning goals.

Ongoing Compliance & Administration

• Ongoing advice on SMSF compliance matters to ensure your fund meets regulatory standards.
• Preparation of annual financial statements, member statements, income tax returns, and business activity
  statements.
• Administration of limited recourse borrowing arrangements (LRBAs) for property and other asset
  acquisitions.
• Facilitating the annual SMSF audit in accordance with legal requirements.

Taxation & Retirement Planning

• Taxation advice surrounding contribution strategies, including concessional and non-concessional
  contributions.
• Tax-effective retirement planning strategies, including pensions and transition-to-retirement arrangements.
• Advice on superannuation estate planning to ensure benefits are distributed in line with your wishes.