SMSF Setup, Administration & Compliance – The Mantis Way

Turn your entire SMSF journey into confidence with our end-to-end SMSF services.

Self-Managed Super Fund

Self-managing your super? antis Partners – Tax & Business Advisory supports your retirement journey at every step. Our SMSF advisers handle the setup, ongoing admin, and tax strategy, so you can make profitable decisions. For over ten years, our team has combined expertise, perfect timing, and deep knowledge of diverse investments to understand and grow each client’s unique financial situation. This ensures we select the right investments to grow your wealth and keep you satisfied. Book your SMSF services today and secure your financial future.

Take Charge with SMSFs

Key SMSF Services

Select key SMSF services that simplify setup, ensure compliance, manage investments, and help you plan confidently for retirement.

SMSF Taxation Advice & Planning

Expert guidance aimed at managing tax responsibilities, improving tax efficiency, and ensuring adherence to applicable laws and regulations.

SMSF Educational Services

Providing trustees with the knowledge needed to confidently manage their SMSF, maintain regulatory compliance, and make the best investment choices.

SMSF Wind-Up Service

Assisting with closing the SMSF, including distributing assets and completing all compliance and reporting obligations.

SMSF Setup & Strategic Advice

Get expert SMSF advice to grow your wealth, stay compliant, and make smarter retirement investment decisions today.

SMSF Setup & Personalised Advice

Setting up an SMSF is complex, as it involves many steps, but at Mantis Partners – Tax & Business Advisory, we make the process straightforward. Unlike automated online platforms, we provide full personalised support from day one of your SMSF setup. Our SMSF Setup (Execution Only) service covers drafting the trust deed, appointing trustees, and managing full registration with the ATO. Trust us to handle the process accurately and compliantly, guiding you every step of the way. Schedule your free 15-minute consultation with us today.

SMSF Administration

Proper administration allows your fund to meet all legal obligations, stay up to date with the Australian Taxation Office (ATO) requirements, and avoid costly penalties. At Mantis Partners, we provide comprehensive SMSF administration services to ease this burden, ensuring your fund remains compliant. It also helps maintain accurate financial records, simplifies reporting, and allows you to focus on making smart investment decisions.

Our SMSF Administration Covers:

Why Choose Us

Wondering why Mantis Partners – Tax & Business Advisory is your ideal SMSF specialist? Discover why clients trust us for expert SMSF advice.

CPA & SMSF Credentials

Work with qualified professionals who understand the complexities of SMSF compliance and strategy.

Integrated Advisory Model

Access a simplified service combining tax, accounting, and financial advice under one roof.

Value-Added Services

From general reviews to proactive compliance checks, we go beyond the basics to support your SMSF success.

SMSF Compliance

Our end-to-end service extends past ATO obligations to include ASIC regulations, as well as state-based trust law.

Annual Review (Premium Clients)

As a complimentary value-add, our SMSF Specialist Advisor reviews alignment with the SIS Act to provide feedback on compliance risks.

Independent Expertise

Get unbiased advice focused entirely on your interests & financial goals, informed by the latest industry updates.

Voices of Trust and Satisfaction

Hear from our clients on how Mantis Partners – Tax & Business Advisory has made a real difference in their financial journey.

FAQs

Can I start an SMSF if I’m close to retirement?

Yes, you can start an SMSF anytime to manage your super, but early setup helps maximise growth and benefits.

How do SMSF investments affect my retirement payouts?

Smart SMSF investments can increase your retirement balance, enabling flexible and tax-effective pension payments over your retirement years.

What happens to my SMSF investment if I pass away?

Your SMSF’s death benefits can be paid to your beneficiaries or estate, following your trust deed and super laws.

Can I use my SMSF to buy my retirement home?

You cannot live in SMSF-owned property, but your fund can invest in property as a growth asset for retirement income.

Will you handle my SMSF tax compliance after I retire?

Yes, we manage all tax reporting, promising your SMSF complies with laws while optimising tax benefits in retirement.

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Industry-Recognized Certifications & Partnerships

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