SMSF Advice

Guidance on establishing and running a self-managed super fund with confidence.

A self-managed super fund gives you control over how your retirement savings are invested — along with real responsibilities as trustee. We advise on whether an SMSF suits you, and support you through setup, investment strategy and ongoing obligations.

SMSF Advice

Advice plus accounting, under one roof

Our Financial Advice and Accounting divisions work together, so your SMSF's strategy, administration, accounts and audit are coordinated rather than scattered across providers.

Working with us, you can expect our team to:

Is an SMSF right for you? Honest suitability advice

Fund establishment and trustee structure

Investment strategy development

Ongoing compliance and administration support

Insight shaped by your goals and your stage of life.

The best financial advice starts with understanding your goals, your stage of life, and what you want your money to make possible.

Before advice is given, we take the time to dig deeper — to understand what you've built, what you're protecting, and the milestones ahead. Every recommendation ties back to your documented goals and risk profile, not market noise.

You'll work with advisers who deal with families, professionals and business owners every day, so your advice is practical, personal and grounded in real life — not a template.

Securing your financial future.

Financial Advice

Queensland's Trusted Financial Advice Experts.

Our advisers are recognised leaders in their field — shaping strategies for families, professionals and business owners from our offices in Brisbane, Noosa and Maroochydore. When you face high-stakes financial decisions, you'll have experienced people on your side.

Contact

Speak with a JCA-BNH Adviser

Get in touch and we'll connect you with the right adviser for your needs.

Prefer to talk? Call 1300 264 346 or book a free 30-minute consultation.

JCA-BNH.

Questions?

FAQ

Not for everyone. An SMSF offers control and investment flexibility, but it comes with real trustee responsibilities, costs and time. We give you an honest suitability assessment before anything is set up — and we'll tell you plainly if you're better off elsewhere.

There's no legal minimum, but as a guide, an SMSF generally becomes cost-competitive with larger balances, often when combining family members' super. We'll model the costs against your balance so you can decide with real numbers.

Trustees are legally responsible for the fund: maintaining an investment strategy, keeping records, lodging returns, arranging the annual audit and complying with super law. We support you through each obligation so nothing is missed.

Yes. Our Financial Advice and Accounting divisions work under one roof, so your SMSF's strategy, administration, financial statements, tax return and audit coordination are managed together rather than scattered across providers.

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