For Individuals

For Individuals

Is SMSF right for you? Get expert clarity before committing

Pointers Consulting specialises in guiding Australian professionals, business owners and families through every stage of Self-Managed Super Funds – from initial suitability assessment to setup, administration and ongoing ATO compliance. Unlike generic recommendation that treats SMSF as just another product, we start with your complete financial picture: current super balance, income streams, investment experience, family goals and risk tolerance.

Why Us:

• Risk-free decision making: Our SMSF FitForMe Checkup delivers instant clarity on whether self-managed super suits your situation, saving you from costly mistakes before you start. No obligation, just personalised insights- and its free
• Technical expertise you can trust: Years of handling complex SMSF matters means we spot compliance traps others miss – from investment strategy documentation to related party transactions. Your fund stays ATO-ready from day one
• Investment freedom with guardrails: Receive tailored guidance that balance your growth aspirations with strict sole purpose test requirements. Property, shares, crypto – we ensure every holding complies while maximising after-tax returns.
• Ongoing peace of mind: Regular compliance health checks, contribution strategy reviews and exit planning ensure your SMSF evolves with your life stage. When ATO audit letters arrive, specialist representation minimises stress and penalties.
• The Pointers difference: SMSF managed by senior specialists, not juniors. Direct access to the principal for complex decisions with simple explanations of complex rules. Transparent value-based pricing that aligns with outcomes delivered.
• Secure your retirement control confidently. With Pointers Consulting, SMSF becomes a powerful wealth engine, not a compliance nightmare. Book your SMSF strategy session today.

Questions to Ask Yourself

• Wondering if SMSF is right for you and delivers real value for your retirement goals?
•  Is your SMSF truly audit-ready before ATO penalties hit in 2026?
• Could better SMSF strategies unlock more investment growth?
• Facing potential ATO non-compliance – can your fund survive scrutiny?
• Ready for SMSF that builds financial freedom, not just compliance?

Individuals Questions

• ATO data-matching catching your unreported rental income this year?
• Claiming every tax offset your investment properties qualify for?
• Work-from-home deductions passing ATO record-keeping audits?
• Super contribution caps triggering unexpected ATO excess tax?
• Family tax benefits aligned with your 2025 circumstances?

Need Consultation? Please call us now to find out more about our service or contact us to book an appointment.