Self Managed Super Fund Melbourne
Take control of your super. Take control of your future.
For professionals, families and business owners across Melbourne.
Is your super fund stuck on cruise control?
At Angel Advisory, our Self Managed Super Fund (SMSF) strategy hands back the controls, giving you the power to decide how your money’s invested, who benefits, and how fast it grows.
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Independent, conflict-free advice
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ATO-compliant setup and management
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Tailored investment and contribution strategies
* Professional. Licensed. Recognised for excellence.
Recognised & Trusted
2024 Practice of the Year (Wealth Adviser Congress)
2024 Finalist: ESG Adviser of the Year (IFA Excellence Awards)
Top 5 Wealth Advisory Practice (Robb Report PFI Awards)
Why Build an SMSF With Angel Advisory?
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Independent and transparent You deserve advice that’s shaped by your goals, not product quotas. Our SMSF recommendations are 100% conflict-free.
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Compliant from day one We set up and manage your fund in full alignment with ATO and ASIC regulations.
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Broader investment choice From direct property and listed shares to ETFs and managed funds, we help you diversify inside your super.
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Smart tax coordination Your contribution and investment strategy is structured to work in harmony with your accountant, keeping your fund efficient and sustainable.
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Guidance that grows with you We review your SMSF regularly, adapting to new legislation, market changes and your evolving lifestyle goals.
Is an SMSF a good fit for you?
It can be — if you want more say in how your super is invested, what it’s invested in, and who ultimately benefits.
Here’s when an SMSF usually makes sense:
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You’ve built up a solid super balance (or have two balances you can combine)
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You like the idea of property or having more investment choice
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You want transparency — where every dollar is and what it’s doing
You’d rather pay for advice, not layers of hidden fees
And when it might not be the best option:
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You prefer a completely hands-off approach to super
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You don’t have enough in super yet to justify the costs
If you’re unsure, that’s completely normal — we’ll walk you through the numbers and show which path leaves you better off.
Who we help
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Professionals & Executives: Turn passive super into an active wealth-building tool that complements your other investments.
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Business Owners: Buy your business premises through your SMSF or use it to diversify outside your company for long-term security.
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Families & Couples: Combine multiple super balances into one efficient, transparent fund and build a joint strategy for retirement.
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Existing SMSF Trustees: Already have an SMSF? We can audit, optimise and simplify your fund for stronger compliance and smoother management.
What Our Clients Say
How Our SMSF Advice Works
1). Establish & Structure
We create your SMSF from the ground up, including trust deed, registrations, bank accounts, and compliance setup, so you start on solid footing.
2). Strategy & Investment Design
You’ll receive an SMSF Strategy Pack including:
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Target asset allocation and diversification guidelines
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Property, share and fixed-income recommendations
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Contribution, pension and drawdown strategies
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Risk management and compliance rules
3). Implement & Review
We help you execute the plan and provide ongoing reviews covering:
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Annual audits and reporting
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Investment reviews and rebalancing
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Ongoing compliance updates
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Adjustments as your goals or life change
Meet Your Melbourne SMSF Advisors
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Specialists in helping professionals, families and business owners take charge of their super.
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Melbourne locals who value independence, clarity and trust.
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Experts in SMSF structuring, compliance and property integration.
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ASIC-licensed and recognised for transparent, lasting client results.
Your super. Your strategy. Our expertise.
Explore Other Services
Investments: Diversify beyond super with a disciplined investment strategy.
Tax Advisory: Coordinate contributions and withdrawals for smarter tax outcomes.
Estate Planning: Protect your beneficiaries with an integrated retirement and inheritance plan.
Ready to take control of your super?
Speak with an independent Melbourne SMSF advisor who’ll help you build, manage and protect your retirement wealth with confidence.
Talk to an SMSF Advisor ->