Not Just Advisors.
A Complete SMSF Team
Unlike firms with a single financial advisor trying to be a jack-of-all-trades, our SMSF network operates like a finely tuned orchestra, with each expert contributing their specific skills to create a harmonious strategy. It’s the difference between a general practitioner and a specialist medical team.
SMSF Conveyancing
SMSF law is not just superannuation law, it is trust law, tax law, and compliance law combined. Our specialist SMSF lawyers understand every legal dimension of self-managed funds, ensuring your structure withstands scrutiny while maximising flexibility.
SMSF Estate Planning
Your SMSF likely represents your largest asset outside your home. Yet most estate plans treat it as an afterthought. Our specialist SMSF estate planners ensure your superannuation wealth transfers exactly as intended, protecting beneficiaries while minimising tax.
SMSF Financial Advisor
Your SMSF investment strategy deserves more than generic balanced options. Our specialist SMSF financial advisors understand the unique investment opportunities and restrictions within self-managed funds, creating portfolios that align with your specific objectives and expertise.
SMSF Specialist Advisor
Your SMSF represents your largest investment outside your home. It deserves more than generic advice from generalists. Our SMSF specialist advisors focus exclusively on self-managed superannuation, delivering sophisticated strategies that general advisors simply can’t provide.
SMSF Mortgage Broker
Financing property in an SMSF isn’t like getting a normal mortgage. Our specialist SMSF mortgage lenders understand Limited Recourse Borrowing Arrangements, work exclusively with SMSF-experienced lenders, and structure loans that protect your fund while maximising borrowing capacity.
SMSF Property Advisor
Finding the right property for your SMSF isn’t like buying your home or a standard investment. Our specialist SMSF property advisors navigate the complex compliance requirements while identifying opportunities that align with your retirement strategy.
SMSF Accountant
When it comes to your self-managed super fund, standard accounting simply isn’t enough. Our SMSF accountants transform complex tax legislation into strategic advantages, turning your self-managed super into a sophisticated wealth-building machine.
Your journey to
SMSF Confidence
1
Personalised SMSF Assessment
We'll tell you straight if an SMSF is right for you. Unlike those who'll set one up for anyone with a pulse and a credit card.
2
Customised Strategy Creation
Your complete SMSF team crafts a strategy around your specific goals. No cookie-cutter approaches, just personalised planning that actually fits.
3
Seamless Establishment Process
We handle the complex setup while you maintain control. Trust deeds, ATO registration, asset transfers—all done right first time.
4
Guided Investment Implementation
We handle the complex setup while you maintain control. Trust deeds, ATO registration, asset transfers—all done right first time.
5
Ongoing Support & Optimisation
We don't disappear after setup like online providers. Regular reviews and proactive adjustments keep your SMSF on track as life evolves.
Why choose Clarity SMSF?
Experience expert SMSF guidance from a local, transparent team that puts your financial future first
A coordianted team, working all together
Unlike other providers, our Western Sydney specialists work as a coordinated team. You get expertise in every aspect of your SMSF journey—from accounting to estate planning—all under one roof.
We’ll Tell You If An SMSF Isn't Right For You
Investing in super property isn’t just buying a house. Our specialists guide you through SMSF rules, limited recourse borrowing, and the ‘sole purpose test’. Whether residential or commercial, we clarify what’s possible.
Local Western Sydney Expertise
The super industry claims SMSFs are costly. However, they can be more affordable than traditional funds. We ensure transparency on all costs—from setup to administration—without hidden fees.
Real Faces, Not Faceless Call Centres
SMSFs provide unique investment and tax benefits that traditional funds can’t match. However, they may not suit everyone. Our specialists will help you understand the pros and cons based on your situation.
What You See Is What You Pay
Taking control shouldn’t mean stress. Our team manages compliance—reporting, auditing, and management—keeping you informed. We’ll ensure compliance while you focus on strategic decisions.
Experience the
Specialist Advantage
Ready to experience what truly integrated SMSF expertise delivers? Our specialists are prepared to demonstrate the measurable difference that focused knowledge and coordinated strategy makes to your retirement wealth.
Not sure where to start? Contact us for a confidential discussion about your current SMSF requirements.
All the answers to
your questions
Assumes average super fees for MySuper from Industry/Retail funds are 1% (source Rainmaker) vs Clarity SMSF fee of $280pm + annual ATO supervisory levy of $259
Online services offer cheap processing but minimal support. Our administration combines technology efficiency with specialist expertise and personal service. When complex issues arise, you speak with experts who understand your fund, not call centre staff reading scripts.
DIY administration might save money initially but often costs more through missed opportunities, compliance failures, and time investment. Our professional administration typically costs $2,000-$3,500 annually but prevents penalties and identifies opportunities worth many times this investment.
Absolutely. Our administration service seamlessly integrates with accountants, financial planners, and lawyers. We can work with your existing advisors or leverage our complete specialist network for comprehensive support.
Our local Western Sydney presence means rapid response to urgent requirements. Whether it’s an unexpected investment opportunity or emergency benefit payment, our administrators can prepare documentation quickly while ensuring compliance.
Our administration includes proactive monitoring for strategic opportunities: contribution cap increases, carry-forward provisions, pension commencement timing, and legislative changes that benefit your fund. We alert you to opportunities, not just obligations.
We use purpose-built SMSF administration software ensuring accuracy and efficiency. This includes automated compliance checking, integrated reporting, and secure document management. You receive portal access for real-time fund visibility.
We record all investments, maintain proper documentation, track corporate actions, and ensure investment strategy compliance. For property, we maintain lease documents, rental records, and expense documentation.
We monitor contribution caps, track bring-forward provisions, ensure contributions are allocated correctly, and alert you to timing opportunities. This prevents excess contribution penalties while maximising your contribution opportunities.
Pension administration requires precision. We calculate minimum payments, manage commutation strategies, prepare actuarial certificates when needed, and ensure compliance with pension standards. This includes transition to retirement and account-based pension management.