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SMSF Setup Procedure

Setting Up a Self-Managed Super Fund With speculation growing about the end of pension payments in the future, superannuation is likely to become the primary source of income for r...

SMSF Online Setup

Efficient SMSF Set Up Online Setting up a SMSF online is easy with iCare Super. Simply complete the form below and we will start processing it today. When completing the form, if ...

SMSF Pension Administration

SMSF Administration A superannuation fund cannot be accessed until you retire or reach a certain age, called your preservation age. For people born prior to 1st July 1960, preserva...

SMSF Accounting Services

SMSF Accountants in Melbourne When establishing and running an SMSF, it’s important that your financial records and paperwork strictly comply with the rules and laws that are cen...

SMSF Transfer Form

Transferring your existing SMSF to iCare Super is easy and free! We will take care of the process and facilitate a quick and smooth transfer of your self-managed super fund to iCar...

Purchase Property in SMSF

Purchasing Property Through SMSF “Can I use self managed super funds for buying property?” This is one of the most common questions that our clients ask us. The simple ...

Free SMSF Setup

Free New SMSF Set Up (Individual Trustees) Trust Deed & Minutes Included Application for TFN & ABN Any bank accounts Any investments if the law allows Dedicated client service adviser No contract

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Free SMSF Transfer

Free Transfer Free “Health Check” Any Bank Accounts Any Investments if the Law Allows Dedicated Client Service Adviser No Contract

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Audit SMSF

Independent and high quality Fast, efficient and low cost Any bank accounts Any investments if the law allows No contracts

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SMSF Outsource

For financial advisers, brokers and accountants Fast, efficient and low costs Full annual compliance services (Audit included) Improve your efficiency No contract

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Welcome to iCare SMSF!


Self Managed Super Funds Made Easy

With constant speculation about the government eventually doing away with pension payments for seniors, it will be superannuation that will fund our day to day lives once we reach retirement. Employers are currently required by law to make contributions into employee superannuation, with employees able to make additional contributions to their superannuation if they feel that the employer contributions will only stretch so far.

There are numerous superannuation funds available, ranging from industry specific funds through to ‘generic’ funds available from banks and other NBFIs. But it is the self managed superannuation fund that many investors are opting for while they continue to work until retirement. If you need guidance from a SMSF specialist advisor in Melbourne, the leading SMSF providers at iCare Super can provide the assistance you need. We can help you open a SMSF that enables you to take control of your financial future. Speak to a member of our SMSF adviser team in Melbourne today.

What is a SMSF?

A self managed super fund (or SMSF for short) is one of the best options for those who want to exercise control over their own superannuation investments. Self managed superannuation has been around for more than three decades. Today, it stands as the largest superannuation sector, given the huge size of its funds and assets as well as domestic and international investment opportunities.

If you’re interested in setting up a SMSF, the SMSF setup specialists at iCare Super can help you establish a SMSF. As an SMSF specialist in Melbourne, we can also give you the necessary guidance and assistance to control your superannuation investments.

Who Owns and Manages Self Managed Superannuation Funds?

Self managed superannuation funds consist of trustees who control them and make each and every investment decision for the fund. It is these trustees who are responsible for taking care of the legal procedures, including organising the SMSF audit and annual tax filing. However, it must be noted that the Trustees don’t actually own the SMSF assets, but handle the administrative part associated with them. The actual owners are the members.

Comprehensive SMSF Services Available

At iCare Super, we’re committed to providing solutions that accommodate the needs of our SMSF clients. We therefore offer a variety of services designed to help you and your self managed super fund. Come to our SMSF specialist advisor when you need:

SMSF Setup

Establishing a self managed super fund couldn’t be easier with our free online SMSF setup service. Simply provide our SMSF specialist with the details of the minimum required number of trustees / beneficiaries for your type of SMSF (minimum 2, maximum 4 for Individual trustee or minimum 1 and maximum 4 for corporate) and an iCare Super SMSF adviser will set up the account for you. We’ll ensure the SMSF complies fully with ASIC regulations to ensure you don’t run into trouble when you least expect it.

SMSF Transfer

Previously set up a self managed super fund with another provider, but now want to bring it over to iCare Super? As leading SMSF service providers in Melbourne, we make the process of SMSF transfer stress-free and easy, taking just 2 to 3 weeks to transfer from your existing provider. Please note that free SMSF transfer services only apply to existing clients who currently hold an existing SMSF with us. If you’d like further information on how best to transfer your self managed superannuation to iCare Super, contact one of our expert SMSF advisers or check out our self managed super fund FAQs page for more details.

SMSF Accounting

Accountants play an important role in the management and operation of a self managed super fund, whether it’s an individual or corporate trustee account. Not only does an SMSF specialist accountant maintain records and paperwork that ensure compliance with ASIC regulations, but they can also be responsible for:

  • Keeping comprehensive purchase and disposal records for assets (e.g. property)
  • Preparation and lodgement of BAS / IAS / PAYG and annual tax return
  • Preparation of all minutes and trustee declaration
  • Any assistance required with the preparation of yearly SMSF financial reports
  • Any other expert SMSF accounting services

SMSF Audit

One of the key requirements in operating a self managed super fund is that the account is professionally audited one a year. An SMSF audit ensures that your self managed super fund is compliant with laws and regulations set by the Australian Securities and Investments Commission (ASIC) around superannuation. iCare Super offers comprehensive SMSF audit expertise for individual and corporate trustee accounts. In addition to being SMSF service providers, we are approved SMSF auditors who will be able to determine where your super funds have been invested, ensuring they’ve been invested in a way that’s legal and doesn’t contravene ASIC laws.

SMSF Property Purchase

Did you know that it’s possible to purchase an investment property using the funds from your self managed superannuation? However, there are particular conditions the purchase must abide by in order to remain compliant with the rules of the SMSF. For example, the property must be used for investment purposes. iCare Super’s trusted and experienced SMSF advisers can discuss everything from SMSF property purchase fees through to different requirements regarding commercial and residential property purchases. If you’d like to speak to an SMSF specialist advisor about using your self managed super fund to purchase an investment property, get in touch with the knowledgeable SMSF providers at iCare Super.

Your First Choice for an SMSF Adviser in Melbourne

iCare Super has been working in the self managed superannuation industry as a SMSF specialist in Melbourne for a long time now. Having dealt with various SMSF types, we have gained hands-on experience and understand the core of SMSF in Melbourne. This allows us to provide first-rate solutions befitting our clients’ requirements. Some of our key services include but are not limited to SMSF transfer, SMSF setup, SMSF audit and SMSF outsourcing.

If you wish to discuss your superannuation needs with an experienced and qualified SMSF adviser in Melbourne, get in touch with the SMSF providers at iCare Super by calling (03) 9557 4079. You can also contact our SMSF service providers in Melbourne using the details on our Contact Us page.

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I have been very happy with iCare Super. All of my enquiries and questions have been answered promptly, my tax return was lodged on time, and even though I am in Sydney it was a very simple process to get my annual tax return and audit completed. ...

- Monica Stadtmiller, Sydney

Hello, I wish to say that I have been very satisfied with the SMSF services provided by Gavin Ma of iCare Super. From the beginning Gavin has been helpful and made things simple for me in terms of advice on SMSF setup and finance options for buyin...

- Danny Chea, Melbourne

I have no hesitation in recommending iCare Super to anyone. They are timely in their replies, offer value for money and above all else they are extremely professional in the service they provide. I feel reassured that I have them there whenever I ...

- Robert Erne, Adelaide


I have recently changed my SMSF from my broker to iCare Super, after filling out a short online application this process could not have been simpler. iCare Super took care of everything and the administration process was straight for...

- Barry Gibbs, Brisbane

I have found the services of iCare Super very comprehensive, prompt, friendly and excellent throughout – starting from setting up the fund, thru to the audit and tax return at the end of the year. Handy one-stop shop. Highly recommended


- Abu Hasan Md Abdullah, Melbourne

We were attracted to use ICareSuper due the website providing easy to understand information about SMSFs and in being able to discuss easily and directly with Gavin Ma our SMSF needs.

In using ICareSuper for our SMSF we are impressed by the...

- Dennis Murphy, Yeppoon

Once the decision was made to set up my SMSF it was time to choose who was going to administer it.  After much research I decided on Icare Super.  They had an easy to understand website, upfront fee structure, there were no restrictions on accou...

- Julie Cutler, Melbourne

The first thing that I discovered about using iCare Super was that they made everything so easy for me. They were responsive to my questions and went to the trouble of explaining things so that I could easily understand what was needed.

I w...

- Paul Pacey, Sydney

4 December 2013

SMSF – ICare Super

With the help and assistance of ICare Super we were able to set up our own “Self Managed Super Fund” in 2012.

ICare Super were very helpful and made it easy.

The staff are always...

- Garth & Linda Oakhill, Mudgee

Get in touch

Latest News

2019 Federal Budget: what it means to your SMSF

There are four major positive changes in regards to superannuation and SMSFs and they can be summarised as below: Work test changes From 1 July…

Notice of compliance for new SMSFs

ATO has changed the timeframe to issue notice of compliance for newly registered SMSFs. Before March 2019, new SMSFs' status is "Registered – status not…

Can an SMSF purchases a residential property with member’s partner?

An SMSF trustee can buy an investment residential property using tenancy in common or partnership structure. However, the following are issues associated with this transaction:…

Common audit issues with SMSFs having crypto-currencies

SIS Act does not have any restrictions on cypto-currency investment. However the permanent documents needs to be reviewed before making such investment: Does the SMSF trust…

Market value of assets

Reg 8.02B of SISR (Superannuation Industry Supervision Regulations 1994) requires all the assets held in the SMSFs must be valued at market value in the…

SMSF statistics

The ATO has published September 2017 quarterly self-managed super fund (SMSF) statistical report.  Some of the statistical highlights from this quarter's overview include: total number…

SMSF lodgement extention

We are very happy to advise all our SMSF clients that ATO has extended the SMSF lodgement due date from 15/05/2018 to 30/06/2018. Reason being…

ATO has made changes to Trustee declaration (NAT 71089) and Self-managed super funds – key messages for trustees (NAT 71128).

As a result of ATO review, changes have been made to both documents. The most notable changes to the 2012 version of the Trustee declaration…

New requirements for SMSF electronic lodgement

The SMSF annual tax return combines income tax, regulatory and member information reporting obligations. From 1 July 2012, the SMSF annual tax return will not…

What happens if minimum pension requirements are not met

ATO has clarified what the consequences are if minimum pension payment is not made: - A pension account ceases form the beginning of the financial…

Certain arrangements to acquire property by SMSF contravene super law

ATO has recently issued Taxypayer Alert TA 2012/7 that describes certain arrangements entered into by self-managed super funds (SMSFs) to acquire property which do not…

Auditor obligations regarding collectables in SMSF

The ATO has stated that an approved auditor is required to: - conduct the audit in accordance with the Australian Auditing Standards and the Standards…

Dealing with accidental excess contributions in SMSF

Dealing with accidental excess contributions Before 17 November 2010 a taxpayer who had inadvertently breached the contribution caps had to wait until they received an…

ATO ID 2011/24 – Waiver of Disqualified Person Status for setting up a SMSF

This ATO ID considers what constitutes “serious dishonest conduct” and therefore what is sufficient for an individual who has been convicted of an offence to…

ATO ID 2011/77 – Payment of Death Benefit to Former Stepchild

The classification of a step-child has been an area of misunderstanding for some time. Effectively, this ATO ID confirms that where the legal marriage of…

ATO Self-managed super fund statistical report

The latest self-managed superannuation funds (SMSFs) statistical report is updated to December 2011. It includes the  information on the SMSF population, asset allocation and quarterly…

ATO SMSF Compliance program 2012-13

In 2012/13 financial year, the focus of ATO SMSF compliance activity will be on: new trustees, to ensure they can operate their SMSF and are…

Attaining preservation age itself is not a condition of release

Attaining preservation age itself is not a condition of release with a "nil" cashing restriction. Therefore, superannuation benefits transferred to a transition to retirement pension…

Careers opportunities

iCare Super is a SMSF specialist practice and has a large growing SMSF client base in Australia. We provide high quality services to SMSF trustees,…

Condition of release – the cessation of an employment arrangement for a SMSF member aged 60 to 64!

Where a member of SMSF, aged 60 to 64, is in two or more employment arrangements at the same time, the cessation of one of…

Deductibility of premiums for TPD cover paid by a SMSF

On 7 July 2012, the Commissioner issued TR 2012/6. The Ruling states that a complying superannuation fund can claim a deduction for an insurance premium on…

2018-19 Federal Budget Measures- SMSF

The major changes in regards to SMSFs are listed as below: Preventing inadvertent concessional contribution cap breaches: from 1 July 2018, the Government will allow individuals…

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