Self Managed Super Fund Setups Northern Rivers

  • Clear, practical financial information
  • Support across personal & business
  • Services tailored to your circumstances

Talk to the Team

A slender waterfall cascades down a rocky cliff into a pool, surrounded by lush green trees and large-leafed foreground plants — Rochdale Accounting & Business Advisory in Alstonville, NSW

Helping You Secure Your Future Self Managed Super Fund

Considering a self managed super fund but not sure how to structure it for your circumstances? Rochdale Accounting & Advisory supports clients across the Northern Rivers with SMSF setup services that align with ATO requirements and regulatory obligations. Our team helps compile the necessary documentation, complete lodgements, and explain key responsibilities so you can make informed decisions as a trustee.


We work with individuals looking to take greater control of their superannuation and can assist with structuring scalable, flexible funds suited to a variety of financial goals as well as guiding you through rolling over funds from existing super accounts. We find that many clients also engage our team for ongoing SMSF accounting & Tax, tax planning, and  bookkeeping services to support the long-term management of their self managed super fund.


At Rochdale Accounting & Advisory, our team focuses on clarity and compliance throughout the setup process, helping you understand what’s involved and how to manage your obligations effectively.


To speak with our team or schedule a consultation, contact our team today on 02 6626 6200.

Understanding Trust Deeds in Your SMSF

Our team can liaise with lawyers to provide the information required for preparing trust deeds for your SMSF. With the relevant trust deed details in place, you can:


  • Manage contributions from multiple sources—employers, volunteers, government bodies, & others
  • Transfer all or a set portion of your existing superannuation into your SMSF
  • Designate individual or corporate trustees
  • Arrange binding & non-binding death benefit nominations
  • Organise the transition to a retirement income stream
  • Manage direct investments, term deposits, shares, & real property details
  • Establish limited recourse borrowing arrangements


Our team will guide you through each phase of the SMSF setup process, helping you understand your obligations and available options. Reach out today to see how we can help you.

A Man and a Woman Are Sitting at a Table With a Laptop — Rochdale Accounting & Business Advisory in Alstonville, NSW
A Man and a Woman Are Shaking Hands Over a Table — Rochdale Accounting & Business Advisory in Alstonville, NSW

Leverage Numerous Advantages

An increasing number of individuals are choosing to plan for retirement with a self managed super fund. SMSFs offer flexibility and control suited to people with diverse portfolios and specific financial goals. With an SMSF, trustees can:


  • Tailor certain fund rules to meet personal requirements, within regulatory limits
  • Use borrowing arrangements to acquire eligible investment assets
  • Access up-to-date financial information to support decision-making
  • Adapt their investment strategy as new opportunities arise


While SMSFs were once more common among high-net-worth individuals due to setup and compliance costs, the growing availability of professional services and accounting technology has made them more accessible to a wider range of investors.

Frequently Asked Questions

  • How much does it cost to set up & maintain a self managed super fund?

    The cost of setting up and maintaining a self-managed super fund (SMSF) depends on the fund’s structure, the provider you choose, and the level of support required. Some funds involve higher costs due to investment complexity or audit needs.


    A licensed adviser or SMSF provider can offer a quote tailored to your setup. Be sure to consider not just establishment fees, but also annual costs like accounting, auditing, and compliance when reviewing your options.

  • Can I set up a self managed super fund myself?

    Yes, it is possible to set up a self managed super fund (SMSF yourself), but it must be structured correctly to meet legal obligations and remain eligible for tax concessions and superannuation contributions. The setup process involves establishing a trust deed, appointing trustees, and registering with the ATO.


    Due to the legal and compliance requirements involved, it is generally recommended that you engage qualified professionals to assist with the process.