Specialist Wealth

SMSF

Unlock the Power of SMSF with Specialist Wealth

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Specialist Wealth offers end-to-end SMSF solutions tailored specifically for medical professionals, backed by extensive experience across financial planning, lending, and accounting. We support every stage of your SMSF journey, from setup and compliance to investment strategy and specialist lending, including LRBAs, while implementing sophisticated strategies for tax minimisation, debt recycling, and long-term wealth creation. With a proven track record, strong client retention, and industry-leading compliance standards, our personalised approach ensures your SMSF is seamlessly integrated with both your practice and personal financial goals.

Your SMSF Journey with Specialist Wealth

1

Discover & Set Up

We begin with a personalised consultation to assess your goals and SMSF suitability, then establish your fund with correct trustee structures and full compliance.

2

Strategise & Implement

We design a tailored investment strategy, including insurance and lending options, and manage implementation, covering asset acquisitions, contributions, and LRBAs where appropriate.

3

Manage, Review & Grow

Ongoing administration, compliance, and performance tracking are combined with annual reviews and strategic updates to continually improve outcomes as your circumstances evolve.

Establish, Manage & Grow Your SMSF

We provide end-to-end SMSF guidance tailored for medical professionals, managing every stage of your self-managed super fund with clarity, confidence, and compliance. From assessing suitability to ongoing optimisation, our integrated team ensures your SMSF strategy supports your long-term wealth and retirement goals—while you stay focused on your career and practice.

  • Assess suitability for your personal and professional goals
  • End-to-end setup: trust deed, ABN/TFN registration, bank accounts
  • Compliance with ATO and ASIC regulations
  • Guidance on trustee structures, member eligibility, and contributions
  • Clear, step-by-step onboarding—minimizing complexity and risk

  • Ongoing compliance: annual returns, audits, and reporting
  • Specialist Wealth manages all paperwork, deadlines, and regulatory updates
  • Dedicated support for medical professionals’ unique needs
  • Streamlined administration—freeing you to focus on your practice

  • Investment strategy tailored to your risk profile and objectives
  • Access to exclusive property, asset, and managed fund opportunities
  • SMSF lending expertise: Limited Recourse Borrowing Arrangements (LRBAs) for property acquisition
  • Purchase your practice premises or residential investments.
  • Unique structuring for doctors and practice owners—unlocking growth while managing risk
  • Ongoing portfolio performance tracking and reporting