Self Managed Super Fund Melbourne

Take control of your super. Take control of your future.

For professionals, families and business owners across Melbourne.

Is your super fund stuck on cruise control?

Our Self Managed Super Fund (SMSF) strategy hands back the controls, giving you the power to decide how your money’s invested, who benefits, and how fast it grows.

  • Boutique, conflict-free advice
  • ATO-compliant setup and management
  • Tailored investment and contribution strategies
Plan Your Super StrategyTalk to an SMSF Advisor Today

*Professional. Licensed. Recognised for excellence.

Recognised & Trusted

2024 Practice of the Year

Wealth Adviser Congress

2024 Finalist: ESG Adviser of the Year

IFA Excellence Awards

Top 5 Wealth Advisory Practice

Robb Report PFI Awards

Why Build an SMSF With Us?

Boutique and Transparent

You deserve advice that’s shaped by your goals, not product quotas. Our SMSF recommendations are 100% conflict-free.

Compliant from day one

We set up and manage your fund in full alignment with ATO and ASIC regulations.

Broader investment choice

Diversify your super across direct property, listed shares, ETFs, and managed funds.

Smart tax coordination

Your contribution and investment strategy is structured to work in harmony with your accountant, keeping your fund efficient and sustainable.

Guidance that grows with you

We review your SMSF regularly, adapting to new legislation, market changes and your evolving lifestyle goals.

Plan Your Super Strategy

Is an SMSF a good fit for you?

It can be – if you want more say in how your super is invested, what it’s invested in, and who ultimately benefits.

Here’s when an SMSF usually makes sense:

  • You’ve built up a solid super balance (or have two balances you can combine)
  • You like the idea of property or having more investment choice
  • You want transparency – where every dollar is and what it’s doing
  • You’d rather pay for advice, not layers of hidden fees

And when it might not be the best option:

  • You prefer a completely hands-off approach to super
  • You don’t have enough in super yet to justify the costs

If you’re unsure, that’s completely normal – we’ll walk you through the numbers and show which path leaves you better off.

Who we help

  • Professionals & Executives: Turn passive super into an active wealth-building tool that complements your other investments.
  • Business Owners: Buy your business premises through your SMSF or use it to diversify outside your company for long-term security.
  • Families & Couples: Combine multiple super balances into one efficient, transparent fund and build a joint strategy for retirement.
  • Existing SMSF Trustees: Already have an SMSF? We can audit, optimise and simplify your fund for stronger compliance and smoother management.

How We Help You Manage Your SMSF

“I want more control over my super.”

Solution → We’ll guide you through SMSF setup and structure, so you stay compliant and in control from day one.

“I already have an SMSF but it’s hard to manage.”

Solution → We take care of administration, reporting, and audits, keeping your fund compliant and stress-free.

“I’m worried about making mistakes.”

Solution → Our advisors handle compliance, reviews, and adjustments so you avoid penalties and stay confident.

“Can my SMSF invest in property?”

Solution → We’ll ensure property investments meet ATO lending and sole-purpose rules, and fit within your overall plan.

“I just want my super to be doing more.”

Solution → We build a strategy that uses your super proactively, balancing growth, protection and flexibility for life after work.

“I want to use my super to buy my business premises.”

Solution → We guide the setup and compliance so owning commercial property through your SMSF is straightforward.

Based in Melbourne and serving clients across South Melbourne, Brighton, Prahran, South Yarra, Windsor, Williamstown, Yarraville, St Kilda, Caulfield, Albert Park, Port Melbourne and nearby suburbs.

Plan Your Super Strategy
Plan Your Super Strategy

How Our SMSF Advice Works

  1. Establish & Structure
    We create your SMSF from the ground up, including trust deed, registrations, bank accounts, and compliance setup, so you start on solid footing.
  2. Strategy & Investment Design
    You’ll receive an SMSF Strategy Pack including:
    • Target asset allocation and diversification guidelines
    • Property, share and fixed-income recommendations
    • Contribution, pension and drawdown strategies
    • Risk management and compliance rules
  3. Implement & Review
    We help you execute the plan and provide ongoing reviews covering:
    • Annual audits and reporting
    • Investment reviews and rebalancing
    • Ongoing compliance updates
    • Adjustments as your goals or life change

What You’ll Receive

  • A fully compliant SMSF setup tailored to your goals
  • A written strategy for investment, contribution and retirement planning
  • Clear, transparent fees with no hidden commissions
  • Ongoing reviews, audits and reporting support
  • Coordination with your accountant and auditor
Plan Your Super Strategy

Stefan Angelini

Found of Angel Advisory

Meet Your Melbourne SMSF Advisors

  • Specialists in helping professionals, families and business owners take charge of their super.
  • Melbourne locals who value independence, clarity and trust.
  • Experts in SMSF structuring, compliance and property integration.
  • ASIC-licensed and recognised for transparent, lasting client results.

Your super. Your strategy. Our expertise.

Frequently asked questions

Not hard when you have support. We handle setup, audits, reporting and admin so you stay compliant without the stress. You focus on big picture strategy and results, not paperwork.

Yes, you can buy property through an SMSF under strict ATO rules. We structure it safely, guide borrowing arrangements, and plan liquidity so your investment works within compliance and cash flow limits.

Usually not. Many clients start around $200k combined super. We’ll assess your situation and show if an SMSF makes financial sense based on fees, flexibility and long-term control.

Yes. We can take over full management, fix compliance gaps and simplify reporting. You’ll have a streamlined fund that’s easier to run and built to perform.

We monitor every ATO and legislative update so your fund stays compliant. If changes occur, we adjust your structure and strategy before issues arise.

Our pricing is fixed and transparent, with no commissions, no percentage-based fees, and no surprises. You’ll know all costs before proceeding.

We start with an obligation-free discovery session to understand your goals and current super setup. Then we design your SMSF strategy, outline fees, and explain next steps clearly.

Yes, an SMSF can have up to six members, often couples or family. We’ll set up clear roles and responsibilities so everyone’s protected and the fund runs smoothly.

You don’t have to. Many clients let us oversee investment strategy and compliance while retaining final control. You choose your involvement level – we handle the complexity.

Ready to take control of your super?

Speak with a boutique Melbourne SMSF advisor who’ll help you build, manage and protect your retirement wealth with confidence.

Talk to a SMSF Advisor