Australian Retirement Planning

Take Control of Your Super —
Without Paying a Financial Planner $5,000

The step-by-step SMSF setup guide built for everyday Australians who want to invest their super on their own terms.

Sound familiar?

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Your retail super is charging fees you don't fully understand — and your balance shows it.

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You want to invest in property or direct shares but your fund won't let you.

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Every financial planner you talk to quotes thousands just to "advise" you on something you could learn yourself.

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The ATO paperwork looks overwhelming and you don't know where to even start.

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SMSF Eligibility ChecklistIs an SMSF right for your balance, goals and circumstances? Know before you commit.
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Structure & Setup WalkthroughCorporate trustee vs individual trustee — what it means, which to choose, and how to register with the ATO.
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Investment Strategy TemplateATO-compliant document you can adapt. Covers asset allocation, liquidity and member risk profiles.
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Annual Compliance CalendarNever miss an audit, return or contribution deadline. 12-month rolling schedule included.
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Contribution Rules DecodedConcessional vs non-concessional, bring-forward rules, spouse contributions — plain English.
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Cost Comparison CalculatorModel your current fund fees vs SMSF running costs at your exact balance.

Usually $149

$49

One-time payment · Instant PDF download · 30-day money-back guarantee

🔒 30-day no-questions-asked refund. If the guide doesn't give you complete clarity on setting up your SMSF, we'll refund you in full.