Business Review
Tax Checklist
2022 - Tax Checklist
To assist in completing your tax return, we have a checklist that will help you with what you need to provide us. Find out more
Virtual Tour
- Virtual Tour
Take a tour and explore our office Find out more
SMSF (Self Managed Super Fund)

A SMSF is a Self Managed Super Fund, which means you can take an active role in setting up and applying your own investment strategy. In Australia there are approximately 600,000 Self Managed Super Funds. There are many advantages to a SMSF which include: 

  • Control, flexibility and choice
  • Tax effective savings
  • Ongoing and portable
  • Cost savings

But having one also brings with it some stringent obligations.  At Maclean Partners Financial Services we can set up your SMSF and manage the regulations which are being strictly monitored by the ATO. A SMSF is not a set and forget strategy and the ATO can impose penalties on the fund and its trustees, which could include the following: 

  1. Freezing the assets of the fund
  2. Disqualifying trustees
  3. Removing or suspending trustees
  4. Making a fund non-complying
  5. Seeking civil or criminal penalties

Contact Maclean Partners Financial Services to ensure your SMSF is compliant and performing at its best.


Self-Managed Super Funds (SMSF) are a way of saving for your retirement and are designed to offer you more control over your superannuation investment.  SMSF have become a popular option for Australians who like to have a greater level of flexibility and power over their future retirement income streams.

Our SMSF team consists of 3 Advisors and 4 Accountants who focus solely on all tax laws, compliance obligations and are dedicated to providing personalised service to our SMSF clients.  Maclean Partners utilises efficiencies through the latest technology and data flows, allowing you as a SMSF trustee/director to monitor and "self manage" your funds.

In some cases a SMSF may not be suitable, so our dedicated SMSF team will personally assess your current situation and work to provide guidance so that you make the right investment decision based on your financial circumstances and goals.  Maclean Partners have extensive experience with simplifying SMSF administration and compliance.  Additionally, the investments you choose can be tailored from accumulation to income stream phases to match the different stages of your life.

For further information please contact Corynne Murphy on 4729 2222.

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What our clients say...
  • “It would be fair to say that we have thrown a large variety of challenges at Maclean Partners since we partnered with them in 2017. Our direct contacts in Paul, Cherie and Tina have accepted each of our challenges with a high level of dedication and commitment. They have listened intently to understand our briefs and from there we have worked closely as a team to achieve the best outcome for our business, our staff and our clients. Maclean Partners are a welcoming and client focused organisation with a high calibre and dedicated group of accountants and support staff – and best of all, we really enjoy working with them.” - Read more
    - Luke St. George, St. George Project Services
  • "Maclean Partners are very knowledgeable accountants who are always attentive and keen to learn more about how to improve our business. John and his team offer sound advice about tax and general accounting, as well as helping structure and manage the financial aspects of the business to our advantage". - Read more
    - Tony Pascoe, NQ Foot and Ankle
  • "We've worked so hard over the past 10 years to get the business to where it is and sometimes you can't see the forest from the trees. Thanks to the Maclean Partners and the 90 Day Business Challenge, I found each module so helpful and the self-paced online aspect combined with the face to face coaching and workshops worked really well for us. - Read more
    - Nelly Evans,Powdercoat Select
  • "Nelly (my wife) told me she had signed up for some business training and I told her it was a waste of time and money. I wasn't interested in doing it at all because both our businesses are firing on all cylinders, but to show her support, I went along to the first workshop and I was impressed. Nelly and I have been doing a lot of talking, but we realised that we never had the right mindset to take action. - Read more
    - Glenn Evans, The Fencing Factory
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