AUS
SMSF Services Australia
Take control of your retirement with SMSF setup, audits, and administration. Navon Global help Australians manage super with ATO-compliant SMSF solutions.
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Self-Managed Super Fund Services Australia
Navon Global provide expert SMSF services to Australians seeking greater control over their retirement savings. We manage every stage—from fund setup to ongoing compliance, reporting, and pension strategies—using trusted platforms like Class Super and Xero.
Key Benefits for Your SMSF
Full transparency and control over superannuation assets
Tax-effective income and pension phase planning
Direct investment in property, ETFs, and managed funds
Hassle-free ATO reporting and audit-ready documentation
Who This Service Is For
We work with:
- Business owners wanting superannuation flexibility
- High-net-worth Australians diversifying their portfolios
- Investors planning for early or structured retirement
- Individuals rolling over APRA-regulated funds into SMSFs
Our SMSF Service Process
Step 1: SMSF Setup and Registration
We help establish your SMSF with the ATO, set up bank accounts, and create trust deeds.
Step 2: Accounting & Investment Recording
Using Class Super, we record contributions, investments, and fund activity in real time.
Step 3: Annual Tax & Audit Coordination
We prepare financial statements, coordinate independent audits, and lodge your SMSF annual return.
Step 4: Pension Planning & Ongoing Support
We provide guidance for moving to pension phase and ensure income is drawn tax-effectively.
Common Scenarios
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Setting up a new SMSF to invest in commercial or residential property
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Transitioning into pension phase for tax-free income access
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Managing contributions and rollovers from other funds
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Maintaining compliance for existing SMSFs
What Makes Us Different
ASIC and ATO-registered compliance agents
Real-time bookkeeping services integrated with tax systems
Available all year, not just for EOFY
Digital tools: FYI Docs, Class Super, Xero Tax, and ATO SmartDocs
Frequently Asked Questions (FAQs)
We handle SMSF establishment, compliance, annual returns, audits, and ongoing administration.
Our SMSF specialists monitor legislative changes and ensure your fund adheres to all regulatory requirements.
Yes, we coordinate annual audits and prepare all necessary financial and compliance reports.
We provide general investment guidance and can refer you to licensed financial advisers for specific investment advice.
Costs vary based on services required, but we provide transparent, fixed-fee packages for SMSF management.
“Clarity, compliance, and confidence—every business deserves expert financial support that drives real growth."
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Have a question, need help with bookkeeping, or want to talk strategy? Let’s start the conversation.