Take control of your super and setup an SMSF

Talk to an H&R Block SMSF expert

Why use H&R Block SMSF Solutions?

Self managed super funds (SMSFs) give you more control over your super and retirement planning, but there are complicated rules and regulations that govern them. Working with experienced and qualified accountants like H&R Block will ensure your SMSF meets obligations and remains compliant.

The H&R Block SMSF Solutions team is qualified and experienced to provide you with a full range of SMSF services to get you set up and managing your SMSF. We will help you establish a new self managed super fund, meet annual compliance obligations and use the latest online tools to monitor and manage your investments.

H&R Block is an independent, unbiased service provider. 

H&R Block self managed super fund services

  • SMSF establishment
  • set up the right structure to facilitate borrowing for a property purchase
  • pension commencement and consolidation
  • lump sum withdrawals
  • preparation of annual financial statements and tax returns
  • facilitate independent audits
  • contribution strategies
  • SMSF wind up
  • SMSF trust deed upgrades
  • technical and compliance advice

Our pricing guide

Our prices are fixed, regardless of the value of the SMSF, the number and type of assets, which banks and brokers you use, and whether the fund is in pension and/or accumulation phase.

For more information, please check out the pricing guide.

 

Talk to an H&R Block SMSF expert today

Speak to the team today by calling 1300 611 320 or fill in the form to request a call back from one of our H&R Block SMSF experts.

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‘I am so pleased I made the decision to change to H&R Block SMSF Solutions because it focuses on getting the best results for its clients. It is a totally professional, highly efficient service, with a deep knowledge that has hugely reduced my workload and yet given me better information and diagnostic tools. The transition to them was seamless.’

Julian, from Wallarobba NSW.

 

Learn more about self managed super funds

 

Why use H&R Block for your SMSF?

Fixed upfront fee for a full suite of services

Fees are among the most competitive in the industry and well below traditional accounting firms. You'll have online access to all your investments and balances, with analysis tools, putting everything at your fingertips.

Real time monitoring

Monitor your transactions and correspondence – we’ll contact you with anything that requires your attention. Streamlined handling of all annual requirements (tax return, financials, audit), taking the hassle out of compliance.

Independent and unbiased service provider

Use any bank account, trading account, lender, or funds manager you prefer. Receive expert advice on all decisions and issues relating to your SMSF.

A guide to buying property through an SMSF

Investing in property though a self-managed super fund (SMSF) has grown in popularity in recent years, particularly since it became possible for SMSFs to borrow money to fund a direct property purchase.

This is an area where you really do need to make sure you know what you’re getting into.

Property purchased through an SMSF cannot be lived in by you, any other trustee or anyone related to the trustees - no matter how distant the relationship.

Read our guides:

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Guide to setting up an SMSF

The number of self managed super fund’s in Australia has surged in recent years with many stating a Self Managed Super Fund (SMSF) has become the ‘must have financial fashion accessory’. Traditionally an area occupied by high net wealth individuals, professionals and small businesses, due to the significant reduction in compliance costs and the introduction of the ability to borrow to purchase property, SMSF’s have now become a viable option to manage retirement savings to a much larger cross section of the Australian population.

Just because an SMSF is now a more feasible and fashionable option, doesn’t mean it is appropriate to everyone.

Read our guides:

 

Is an individual or corporate trustee structure right for your SMSF?

When establishing a self managed super fund (SMSF), you are able to elect a company or individual to act as the trustee of the fund. Often electing individual trustees is more popular, with the ATO’s statistical reports indicating that approximately 77% of all SMSF are structured in this way.

It seems most people are drawn to establishing an individual trustee structure simply because of the cheaper initial cost. While the establishment fee for a corporate trustee structure is higher due to the need to establish and register the company with ASIC, it can be expected to deliver considerable monetary savings over the longer term. In this guide, we will take a look at some of the significant advantages of running a corporate trustee as opposed to running an SMSF with individual trustees. Read more.

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Further reading:

Important information

This content has been prepared by H&R Block Ltd ("H&R Block"), ABN 89064268 800.The information is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice. Although every effort has been made to verify the accuracy of the information contained above, H&R Block, its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained on this website or any loss or damage suffered by any person directly or indirectly through relying on this information.