Australia’s #1 SMSF Setup & Compliance Experts for Property Investors

We help you structure, set up, and manage your SMSF the right way, clean, compliant, and audit-ready so you can invest with confidence.

Our team has been involved in the setup and ongoing compliance of thousands of SMSFs involving property, giving us unmatched experience in ensuring your fund is established correctly, administered cleanly, and kept audit-ready every year.

Book a Free SMSF Consultation

SMSF Property Experts

ATO & Auditor Ready

No Costly Setup Mistakes

MySMSF Expert

Typical Accountant

Specialists in SMSFs with property

Not SMSF property specialists

Clean, compliant setup from day one

Often miss compliance requirements

Full LRBA support + property documentation guidance

Don’t understand LRBA or property documentation

Audit-ready administration

Slow audit turnaround

Clear, proactive communication

Reactive, not proactive

Flat, transparent fees

Higher long-term costs due to mistakes

Thousands of SMSFs managed successfully

Limited SMSF experience

MySMSF Expert

Specialists in SMSFs with property

Clean, compliant setup from day one

Full LRBA support + property documentation guidance

Audit-ready administration

Clear, proactive communication

Flat, transparent fees

Thousands of SMSFs managed successfully

Typical Accountant

Not SMSF property specialists

Often miss compliance requirements

Don’t understand LRBA or property documentation

Slow audit turnaround

Reactive, not proactive

Higher long-term costs due to mistakes

Limited SMSF experience

The Real Problem

Most people love the idea of using their SMSF to
buy property…

But very few understand the risks, the rules, or the hidden traps.

And the truth is:

SMSFs are one of the most regulated
financial structures in Australia.

Property inside an SMSF is the SINGLE most scrutinised asset class by auditors and the ATO. 

Most accountants do not specialise in SMSF property, which leads to dangerous mistakes. 

You only get one chance to set it up correctly.

A small mistake — the wrong trustee, wrong structure, wrong borrowing setup, wrong documentation, or even the wrong bank account — can lead to:

compliance breaches

denied deductions

tens of thousands in
unnecessary tax

audit failures

ATO penalties

forced fund unwinds

Most people don’t discover these issues until years later…  when it’s too late to fix them.

Frequently Answered Questions

1. Do you provide financial advice on whether I should set up an SMSF?

No. We do not provide financial product advice.
We provide SMSF establishment, administration, compliance, and documentation services only.
You should seek advice from a licensed financial adviser before deciding whether an SMSF is appropriate for your circumstances.

2. Can you help if my SMSF intends to buy property?

Yes — if your trustee chooses to acquire property, we prepare and coordinate all required documentation, including:

LRBA paperwork
Bare trust setup
Lender-required forms
Compliance documents

We do not recommend property. We simply manage the administrative and compliance requirements so everything is correct and audit-ready.

3. Can you take over my existing SMSF from another accountant or provider?

Yes. We handle the full transition, including:

File and document transfer
Auditor onboarding
Prior-year compliance review
Establishing your annual reporting cycle

We make the transition smooth, clean, and efficient.

4. How long does it take to set up an SMSF?

It depends on ATO processing times, banking setup, and rollover delays from existing super funds.
We manage the entire process proactively to keep it moving as quickly as possible.

We have benchmarked our set up times against 10+ providers and have found we are 20-50% faster than most other providers.

5. How long does it take to switch my SMSF compliance to you?

Switching can begin immediately.
Once we receive your existing documentation, we complete a compliance check, onboard your auditor, and take over the annual reporting cycle.

6. What are the ongoing compliance obligations for an SMSF?

Every SMSF must complete:

Annual financial statements
Annual return (SAR)
Independent audit
Ongoing record-keeping and documentation

We handle all of this for one fixed annual fee.

7. Do you perform the audit as well?

We coordinate the audit through an independent third-party auditor, as required by law.

We prepare and deliver a clean, complete audit pack so the audit runs smoothly.

8. Do you work with trustees across Australia?

Yes. We support SMSF trustees nationwide.

Our systems, documentation processes, and communication workflows are built for Australia-wide service.

9. What is included in your SMSF setup fee?

Our SMSF setup includes:

SMSF trust deed
Corporate trustee (if selected)
ATO registration
ABN & TFN
Banking support
Rollover support
Full documentation pack
Property documentation support if required

Everything is documented upfront with no hidden fees.

10. Do you charge extra for property-related documentation?

No.

LRBA, bare trust documentation, lender paperwork, and compliance-related SMSF property documents are included in our fixed, documented pricing.

11. How do you charge for ongoing compliance?

One fixed annual fee — no hourly rates, no hidden extras, no surprise add-ons.

Your annual financials, tax return, and audit coordination are all included.

12. Are you CPA / TPB / ASIC registered?

Yes. Our Managing Director, Daniel Li (CPA), and our team maintain all required professional registrations and SMSF administration standards.

13. What if I still have questions?

We’re always happy to help.

Book a call or request our pricing and we’ll walk you through everything.

Book a Free SMSF Consultation

The Top 7 SMSF Mistakes
Property Investors Make

Setting up the SMSF incorrectly from day one

The deed, trustee, bank accounts, and ATO registrations must be perfect.

If they’re wrong? You risk audit failure, fund non-compliance, and forced corrections that can cost thousands.

Buying property with the wrong structure (or wrong entity name)

The simplest typo or wrong entity on the contract can invalidate the purchase.

Fixing it usually requires legal rewrites or costly delays.

Not having the correct LRBA (SMSF borrowing) documentation

SMSF loans require specific documentation and bare trust structures.

If the lender’s paperwork doesn’t match SMSF law, your audit fails.

Missing required property documentation inside the SMSF

You must hold valuations, lease agreements, property records, and compliance evidence.

If they’re missing, you face breaches and audit issues.

Using the wrong bank account for contributions or expenses

Personal money, business money, and SMSF money must NEVER mix.

Even one wrong transfer can trigger a compliance breach.

Not updating the investment strategy after buying property

It’s a legal requirement every year — especially with property.

If it’s outdated, the audit can’t be signed off.

Working with a general accountant who ‘tries their best’

Most accountants don’t specialise in SMSFs, and even fewer specialise in SMSFs with property.

This leads to bad structures, incorrect lodgements, and unnecessary tax.

Why We’re Different

Before you choose anyone to help with your SMSF… Ask yourself:

Do you want a generalist accountant who handles 50 different things? Or a specialist team that only focuses on SMSFs with property?

General accountants are like bus drivers.. skilled in many areas, broad but not deep.

SMSF property requires a fighter pilot, someone who handles complexity at high altitude with total precision.

Book a Free SMSF Consultation

What We Do

1/7

Professional SMSF Setup

2/7

SMSF Administration & Compliance

3/7

LRBA + Property Documentation Guidance

4/7

Annual Statements, Tax Returns & Audit Coordination

5/7

ATO Compliance

6/7

Contribution & Pension Strategy

7/7

Ongoing Support

Meet The Head of My SMSF Expert

Daniel Li

Daniel leads a global team of specialists, many of whom are former Australian Taxation Office (ATO) employees.

Daniel has overseen thousands of SMSFs involving property.

He’s worked inside the ATO, Big 4 firms, and specialist SMSF practices, giving him unique experience across compliance, audits, and property strategy.

When Daniel signs off your SMSF structure, you know it’s done properly.

Fees

Our pricing is designed to be flat, predictable, and compliant.

No hidden extras.

No surprise add-ons.

Just clean, professional SMSF management.

Book a Free SMSF Consultation

What We Do NOT Do

To remain fully ASIC-compliant and transparent with all clients, here are the things we do not provide:

We do NOT provide financial advice

We don’t advise whether an SMSF is right for you or suitable for your circumstances.

We do NOT recommend property or any investment

We do not influence investment decisions or recommend specific assets. Whilst we specialise in assisting people who intend to invest in property we do not recommend property as a strategy.

We do NOT provide financial planning or strategy advice

We do not advise on investment strategy, asset allocation, wealth management, or superannuation contribution strategies.

We do NOT advise on the performance, suitability, or future value of any investment

No opinion on returns, forecasts, or market outcomes.

We do NOT provide legal advice

We do not advise on legal structures, estate planning, or legal implications beyond documentation requirements.

We do NOT arrange financing or recommend lenders/products

We do not provide credit advice, lending products, or financing recommendations.

Australia’s #1 SMSF Setup & Compliance Experts for Property Investors

The Real Problem

You only get one chance to set it up correctly.

Invest in property through your SMSF  with clarity, control, and confidence,  not guesswork.

Frequently Answered Questions

The Top 7 SMSF Mistakes
Property Investors Make

Setting up the SMSF incorrectly from day one

Buying property with the wrong structure (or wrong entity name)

Not having the correct LRBA (SMSF borrowing) documentation

Missing required property documentation inside the SMSF

Using the wrong bank account for contributions or expenses

Not updating the investment strategy after buying property

Working with a general accountant who ‘tries their best’

Why We’re Different

What We Do

Meet The Head of My SMSF Expert

Fees

Get Your SMSF Property Strategy Right

What We Do NOT Do

Australia’s #1 SMSF Setup & Compliance Experts for Property Investors

The Real Problem

You only get one chance to set it up correctly.

Invest in property through your SMSF with clarity, control, and confidence, not guesswork.

Frequently Answered Questions

The Top 7 SMSF Mistakes Property Investors Make

Setting up the SMSF incorrectly from day one

Buying property with the wrong structure (or wrong entity name)

Not having the correct LRBA (SMSF borrowing) documentation

Missing required property documentation inside the SMSF

Using the wrong bank account for contributions or expenses

Not updating the investment strategy after buying property

Working with a general accountant who ‘tries their best’

Why We’re Different

What We Do

Meet The Head of My SMSF Expert

Fees

Get Your SMSF Property Strategy Right

What We Do NOT Do

Invest in property through your SMSF  with clarity, control, and confidence,  not guesswork.

The Top 7 SMSF Mistakes
Property Investors Make