SMSF advisory services

Fine-tuning your fund with strategic advice and alignment

Considering managing your own super? An SMSF can offer unparalleled control over your retirement savings, but it can be complex, and it’s easier to accidentally breach compliance. At SFR, we optimise self-managed super funds, integrating them into your broader financial strategy so you can not only achieve your retirement goals but surpass them.

How SMSF advisory can optimise
and protect your fund

Customised strategy

Fine-tune your investment strategy to suit your specific retirement goals and risk tolerances.

Financial integration

View your financial goals and strategy from above to seamlessly integrate your SMSF.

Tax efficiency

Maximise your tax benefits with strategic insight, enhancing your fund’s growth potential.

Assured compliance

Ensure compliance with superannuation and tax laws to properly safeguard your fund.

The SFR difference

Our mission is to get you to a place where money is no longer a source of stress in your life

Unlike some other financial advisory services, we don’t overhype and overpromise. That’s because having absurdly large figures in your bank account doesn’t necessarily correlate with happiness. Instead, we’ll do our very best to remove money as a source of stress in your life so you can embrace the freedom you deserve.

  • All the financial advisory services you need, under one roof
  • Total transparency, and empowerment through education
  • Securing your future without sacrificing your freedom now
  • 20+ years of experience, and fully licensed in all areas
  • A thriving global network, offering lucrative opportunities

Our process

3 steps to kickstart your journey
to financial freedom


To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.



We’ll go through all the ways we can improve your financial situation — no obligations.



Now, we begin our journey together — growing your wealth and securing your future.


Frequently asked questions

What makes an SMSF different from other super funds?

A self-managed super fund provides more control and flexibility over investments, but it also requires more active management and responsibility.

Is an SMSF right for me?

It depends on your individual financial situation, investment knowledge, and the time you can dedicate to managing your fund. We provide end-to-end SMSF services, from setup and compliance to investment strategy and ongoing management.

What are the costs associated with running an SMSF?

Costs can vary widely based on your fund’s investment choices and the level of professional support you require.

Do your SMSF advisory services include help with setting up a fund?

Yes, SFR offers comprehensive SMSF setup services, guiding you through the entire process, from fund creation to ensuring compliance with Australian superannuation laws. Our experts provide personalised advice to align your SMSF with your financial goals, making the setup process as straightforward as possible.

Our services

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