Take control of your super — without the compliance headache.
Holzworth Partners helps business owners and professionals set up and run a Self-Managed Super Fund that is ATO-compliant, clearly structured, and built around what you want your retirement to look like — not what a fund manager decides for you.
Your super is probably your second-largest asset. Why is someone else still driving?
If you are like many of the business owners and professionals Holzworth speaks with, you have spent years building expertise in your business and your financial decisions. Yet your super may still be sitting in a retail or industry fund being managed by people who have never met you.
A Self-Managed Super Fund can change that. You decide how the fund is invested and whether you need our investment advice. You can explore structures such as property inside super, and you can build a retirement strategy around your circumstances. The catch is that setup, administration, tax, and ATO compliance need to be handled correctly. That is where Holzworth Partners helps.
Proof that clients trust Holzworth with serious financial decisions.
Choosing who helps you set up and manage an SMSF is not a small decision. Holzworth's role is to bring structure, clarity, and specialist support to a process where getting the details right matters.
One advisory team. Every specialist your SMSF needs.
Many SMSF providers focus on one piece of the puzzle. Holzworth brings accounting, financial advice and administration, legal services, property, lending, tax, SMSF, and business advisory services together through one Brisbane-based team.
Accountants
Annual financial statements, compliance returns, tax planning, fund administration, and SMSF accounting support.
Lawyers
Trust deeds, estate planning, business structures, property matters, and legal guidance that supports the broader strategy.
Financial advisers
Superannuation, retirement planning, investment strategy, and SMSF advice.
Property & lending
Property selection, finance, and lending conversations that can sit alongside the SMSF strategy where appropriate.
From first call to fully running, in four steps.
Free strategy call
We listen. You tell us your balance, your goals, and what has prompted the question. We say so if an SMSF does not suit you.
Setup & ATO registration
Holzworth assists with the trust deed, ABN, TFN, ATO registration, and setup documentation in plain English.
Rollover & first investments
The team supports the rollover from your existing fund and the structure around early investment decisions.
Ongoing administration
Annual statements, compliance returns, audit facilitation, deed updates, and technical compliance — handled.
The goal is simple: you make informed decisions while Holzworth keeps the structure and compliance work on track.
What changes when you are running your own super.
Genuine investment control
Choose an investment strategy that reflects your goals, risk profile, and retirement timeline.
Tax planning conversations
SMSFs create planning opportunities — but the structure has to fit your circumstances.
Property inside super
Residential, commercial, or business-premises strategies may be possible. Must be set up correctly.
ATO compliance support
Statements, returns, audit facilitation, deed updates and technical advice — so nothing is left to guesswork.
Clear fees before you proceed
A clearer view of likely setup and ongoing administration requirements before any decision.
A team that knows you
A Brisbane-based advisory team across tax, accounting, wealth, legal, and lending — not disconnected providers.
Know the cost before you commit.
An SMSF should not feel like a black box. Holzworth provides clear setup and ongoing administration pricing before you proceed, so you understand the likely costs, inclusions, and where additional services may apply.
SMSF setup
Tax-deductible to your SMSF where applicable. Confirm treatment with your adviser.
Designed to get your SMSF correctly established, documented, and ready to operate.
- Statement of Advice explaining how establishing or managing a SMSF may suit your goals, including the costs, risks, alternatives, and implementation pathway.
- Establishment of a Self-Managed Super Fund with a corporate trustee.
- ABN application.
- Trust documents, minutes, and resolutions.
- Tax File Number application.
- Administration support including fund transfer processing, documentation sharing, and follow-up.
- Implementation, support for a property purchase or investment account where relevant, including opening and managing the Macquarie Cash Management Account.
Additional costs may apply if the SMSF requires lending, conveyancing, or property assistance.
Ongoing administration & compliance
Annual pricing may vary depending on fund complexity and required services.
Ongoing support to help keep the fund organised, compliant, and properly administered year after year.
- Annual SMSF financial report preparation.
- SMSF income tax return preparation and lodgement.
- Personal ongoing income tax return preparation and lodgement.
- ASIC fee and management support.
- Annual audit facilitation.
- Ongoing tax planning and financial strategy reviews.
- Ongoing investment management and advice.
- Ongoing investment portfolio reporting.
Final fees depend on your structure, borrowing requirements, property involvement, investment complexity, and advice needs. Holzworth will confirm the appropriate scope and provide a clear proposal before you proceed.
Book your free 20-minute SMSF strategy call.
Tell us a bit about where you are at. Holzworth will get back to you to confirm a time that works — by phone, video or in person at the Brisbane CBD office.
The questions Brisbane clients ask us most.
Is an SMSF actually right for me?
An SMSF may suit you if you want greater control over your investments and are comfortable accepting trustee responsibilities. We will assess your balance, goals, costs and alternatives before recommending one.
How much does it cost to set up and run?
Costs depend on the fund structure, investments and complexity. Typical expenses include establishment, accounting, administration, annual audit, ATO levy and, for a corporate trustee, ASIC fees. We provide a clear quote before you proceed.
What about ATO compliance? I do not want to get fined.
We help manage the fund’s accounts, annual return, audit and ongoing compliance requirements. However, as an SMSF trustee, you remain legally responsible for the fund, so we make sure you understand your obligations and receive ongoing support.
Can I buy property inside super?
Yes. An SMSF can purchase commercial property, including business premises. In some circumstances, the property can be leased to a related business at market rates, provided the arrangement complies with superannuation law and the fund’s investment strategy. Strict rules apply, particularly if the SMSF is borrowing, so advice should be obtained before signing a contract.
How long does setup take?
A straightforward SMSF generally takes several weeks to establish, including the trust, corporate trustee, registrations, bank account and rollovers. Timing may vary depending on the ATO, banks and existing super funds.
Do I have to be in Brisbane?
No. We work with clients across Australia using online meetings, secure electronic documents and digital signatures.
What if I already have an SMSF with another provider?
We can review your existing SMSF and arrange a transfer of the accounting, administration and advice services. We will coordinate the handover and identify any outstanding compliance or strategy matters.
Drive your own super. Brisbane experts in your corner.
One free strategy call. Twenty minutes. No obligation. Just clear answers about whether an SMSF may be right for you — and what setting one up could look like.