A boutique advisory practice,
deliberately so.
Strategic, independent counsel for Australian families and business owners — without the conflicts that have come to characterise much of the industry.
Strategic.
Independent.
Relationship-driven.
SMSF Wealth was founded to provide Australian families, professionals and business owners with strategic, independent wealth advisory.
We are SMSF specialists by discipline, and strategic advisors by mandate. Our work spans superannuation, asset protection, estate and succession planning, and the structures that hold a family balance sheet together.
We act on a fee-for-advice basis. We accept no product commissions, no platform rebates, and no soft-dollar arrangements — our only revenue is the advice fee paid by the clients we serve.
Three convictions.
One practice.
The architecture of the firm — how we are paid, where we specialise, and the time horizon we work to — is what ultimately shapes the advice.
Independence
Fee-for-advice. No commissions, no platform rebates, no product sales — only the advice we are engaged to provide.
Specialisation
Self-managed superannuation is a discipline, not a product line. We have built the practice around it.
Continuity
Strategic advisory is a long-term relationship. Our engagements are measured in decades, not transactions.
Established Australian advisory.
- SMSF SpecialistsDedicated practice focus
- AFSL AuthorisedAuthorised Representative · 1304606
- Strategic AdvisoryFee-for-advice model
- Surfers Paradise QLDBy appointment only
- Established PracticeLong-tenured client relationships
A confidential conversation,
before anything else.
New engagements begin with a private discussion of your circumstances, structures and long-term intentions.
Request Private Consultation