Self Managed Super Fund

At ZT Partners, we specialise in providing expert accounting, taxation and advisory services tailored to self-managed super funds (SMSFs) across Australia. Our dedicated team understands the unique needs and regulatory requirements of SMSF trustees and members, offering personalised solutions to help you achieve your retirement goals.

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SMSF Establishment & Compliance:

  • Structuring and establishment of SMSFs

  • Compliance with ATO regulations and reporting requirements

  • Annual SMSF audits and trustee education

Tax Planning & Optimisation:

  • Tax-effective contribution strategies

  • Capital gains tax (CGT) planning and management

  • Pension and retirement planning to minimise tax liabilities


Technology Integration:

  • Implementation of SMSF accounting software

  • Access to online reporting portals for real-time visibility

  • Integration with investment platforms and data feeds

Property Investment in SMSFs:

  • Assistance with property acquisitions within

  • SMSFs including setting up bare trusts

  • Limited recourse borrowing arrangements (LRBAs)

  • Compliance with SMSF borrowing rules and regulations

Pension Management:

  • Transition to retirement (TTR) strategies

  • Account-based pension setup and management

  • Minimum pension payment requirements and compliance

Estate Planning & Succession:

  • Binding death benefit nominations

  • SMSF succession planning

Other Specialisations

  • Property Development

    Offering tailored financial and advisory services to meet the unique needs of property developers across Australia.

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  • Construction & Manufacturing

    We understand the unique financial needs and challenges faced by the construction and manufacturing industry across Australia.

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  • Hospitality

    We recognise the unique financial dynamics and challenges faced by businesses in the hospitality industry.

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  • Professional Services

    Whether you're a lawyer, architect, engineer, consultant, real estate agent, conveyancer or other professional service provider, our dedicated team understands the unique challenges you face and is committed to helping you achieve your business goals.

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  • Retail & Wholesale

    We specialise in providing comprehensive accounting, taxation and advisory services tailored to the retail and wholesale sectors in Australia.

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  • Medical & Dental

    Whether you're a general practitioner, specialist, dentist, chiropractor or physiotherapist our experienced team understands the unique financial and regulatory challenges you face in the healthcare industry.

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  • High Net Worth Individuals

    Our experienced team understands the complexities of wealth management and the importance of personalised solutions to preserve and grow your assets.

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