SMSF

DFK Benjamin King Money boasts a team of SMSF specialists with decades of collective experience in the field, honing our expertise in superannuation over the course of 60 years.

We offer guidance on self-managed superannuation funds (SMSFs), which provide numerous benefits compared to larger retail or industry-specific options, including increased control and flexibility in investment choices and asset selection, as well as tailored management of tax on investment income and capital gains.

Get more control over your retirement savings with a Self-Managed Super Fund (SMSF).

At DFK Benjamin King Money, we help individuals and families across Melbourne manage their SMSFs with clarity and confidence.

From setup to strategy, compliance to retirement planning, we take the complexity out of the process, so you can focus on the benefits of flexibility and control, without the stress.

Whether you’re considering an SMSF or already managing one, our experienced team will guide you through each step, ensuring your fund stays compliant and aligned with your long-term goals.

End-to-End SMSF Support Tailored to You

We offer a full suite of SMSF services designed to support you throughout your super journey:

SMSF Setup & Structuring: Get your fund started the right way, with expert support through registrations, documentation, and structure selection.
Compliance & Reporting: Stay on top of your annual audit, tax obligations, and ATO requirements with accurate, timely reporting.
Investment Strategy Guidance: While you remain in control of investment decisions, we help shape a strategy that reflects your goals, risk profile, and retirement horizon.
Pension & Retirement Planning: Seamlessly transition into the pension phase with strategies that maximise tax efficiency and ensure consistent income in retirement.
Estate Planning & Succession: Protect your super and ensure it’s passed on according to your wishes with clear succession and estate planning support.

Why Choose DFK BKM for SMSF Services?

With decades of experience in SMSF advisory, we offer more than just technical know-how.

Our clients value us for our personal approach, clear communication, and consistent support.

We take the time to understand your financial situation and guide you with advice that’s practical, proactive, and tailored to your future.

Thinking about setting up an SMSF, or need expert help managing one?
We’re here to simplify the process and help you stay in control.

Let’s have a conversation. Book your SMSF consultation with DFK BKM today.

Our Self-Managed Superannuation Fund services include

Retirement Planning

Superannuation Strategies

Pension Administration

Estate Planning

We provide comprehensive assistance with Self-Managed Superannuation Funds (SMSFs) throughout the accumulation, retirement, and estate planning phases. Our services encompass designing, establishing, and implementing strategies to effectively manage funds. For trustees seeking assistance with regulatory and compliance matters, our expertise in technical compliance matters and experience with the ATO make us well-equipped to provide support. Our annual compliance services include the preparation of financial statements, income tax, and regulatory returns, as well as conducting SMSF audits and preparing and lodging Activity Statements.

Additionally, we assist individuals opting to take pensions from their superannuation funds by handling all necessary paperwork. Collaborating closely with clients’ lawyers, we aid in the development of estate plans. Moreover, through our partnership with BKM Wealth, we offer assistance in crafting personalized retirement plans that align with individual and estate planning goals. Our advice on superannuation strategies takes into account tax implications, enabling clients to comprehensively assess their financial positions for business, investments, and retirement planning.