Superannuation & SMSF Advice

Comprehensive SMSF Services

No matter where you are in your financial journey, maximising your superannuation is key to ensuring a steady, secure income in retirement. Factors such as capital accessibility, contribution limits, investment horizons, and retirement income needs all play a crucial role in shaping your strategy. At Hewison Private Wealth, we provide tailored SMSF strategies designed to help you make the most of your superannuation while ensuring compliance with evolving regulations.

Secure Your Financial Future

SMSF Establishment

If an SMSF aligns with your financial goals, we guide you through the entire setup process, ensuring all legal, administrative, and compliance requirements are met seamlessly. Our expertise simplifies an otherwise complex process, providing you with a strong foundation for your fund.

SMSF Administration

Managing an SMSF involves ongoing responsibilities, from compliance reporting to investment monitoring. We take care of these day-to-day operations, working closely with legal professionals, auditors, and tax agents to ensure your fund operates efficiently.

SMSF Investment Strategy and Advice

An SMSF is not a set-and-forget solution—it requires expert, ongoing management. Our advisers design bespoke investment strategies tailored to your financial objectives, risk appetite, and time horizon. Whether you’re aiming to accelerate wealth accumulation or preserve assets for retirement, we ensure your investments align with your goals.

Expert SMSF Advisers

Hewison Private Wealth’s SMSF advisers hold the highest level of accreditation, including Certified Financial Planner (CFP®) and SMSF Specialist Adviser (SSA®) certifications. With over 750 SMSFs under management, our expertise ensures you receive strategic, personalised advice at every stage of your wealth journey.

Why Choose Hewison Private Wealth for SMSF Advice?

With over four decades of expertise, we specialise in designing and managing Self-Managed Superannuation Funds (SMSFs) to help our clients achieve greater financial independence. When appropriate, an SMSF can offer unparalleled control, flexibility, and tax advantages—hallmarks of our investment philosophy. Our team of SMSF specialists ensures that your fund is structured correctly from the outset and evolves with changing legislation and financial markets. We handle the complexities of SMSF management so you can focus on what matters most—building your wealth with confidence.

What Our Clients Say

“Hewison Private Wealth helped me establish my SMSF and manage my investments with confidence. Their expertise and guidance have been invaluable.”

Common SMSF Questions

What is a Self-Managed Super Fund (SMSF)?

An SMSF is a private superannuation fund that gives you direct control over your retirement investments. Unlike traditional super funds, an SMSF allows you to tailor your investment strategy to suit your financial goals while ensuring compliance with tax and super laws.

Why Set Up an SMSF?

An SMSF provides greater control, flexibility, and investment choice compared to retail and industry super funds. It can be a cost-effective solution for high-income earners and those with substantial super balances, allowing for a more personalised approach to wealth management.

How Much Do I Need to Start an SMSF?

The viability of an SMSF depends on your financial circumstances. While some advisers suggest a minimum balance of $200,000–$300,000, we believe the minimum SMSF size should be closer to $500,000 but the decision should always be based on your investment goals, contribution capacity, and long-term financial strategy. Seeking expert advice ensures you make an informed choice.

How is an SMSF Different from a Regular Super Fund?

Unlike traditional super funds, an SMSF offers:

Full control over investment decisions
Flexibility to invest in diverse assets, including direct property
Greater transparency over fees and investment performance
Enhanced cash flow management and tax efficiencies

How Much Does It Cost to Set Up an SMSF in Melbourne?

SMSF setup costs vary depending on structure and requirements. Estimated costs include:

SMSF Trust Deed – $385
Trustee company registration – $597
ASIC registration fee – $385
Binding Death Benefit Nominations – $220 per member

Comprehensive advice for a complex SMSF setup starts at approximately $3,300 (inclusive of GST).

Where to find us

Our office is conveniently located on St Kilda Road, Melbourne, just minutes from the CBD, neatly nestled between Fawkner Park and Albert Park. Just 1.5km from the Royal Botanic Gardens and 3km from the Melbourne CBD, our office offers easy access for clients who live or work in Melbourne, and we offer virtual consultations for interstate and international clients.

When navigating to our office, you can opt to drive 10 minutes with limited on-site parking available. For those navigating via public transport, the 3, 5, 6, 16, and 67 tram routes will all bring you within a short walk of our office, taking no more than 15 minutes.

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Start Your SMSF Journey with  Hewison Private Wealth

Ready to take control of your super? Our experienced SMSF specialists are here to help.

Speak to an Adviser Today