A structured advice process that evolves with you

At Bronson Financial Services, our services are designed to grow with your needs; whether you're starting an SMSF, optimising one or planning for retirement, every service is built on our core promise of clarity, confidence and cost efficiency.
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Our services

What our clients say

Bronson Financial Services’ SMSF process gave us confidence from day one. Their SMSF expertise means every decision is backed by Paul’s experience and tailored to our needs
DS, Brisbane

SMSF optimisation and ongoing guidance

Refresh your fund. Minimise fees. Stay compliant.
We help SMSF trustees refresh outdated investment strategies, strip unnecessary platform fees and stay on top of annual compliance. From diversification reviews to strategy updates, we make sure your SMSF is working hard to meet your retirement goals.

Our approach

What’s included

Investment strategy overhaul, fee reduction analysis, annual compliance review and trustee support.

How it works

We review your SMSF, identify gaps and provide a step by step action plan to optimise performance and compliance.
Financial Adviser Gold Coast - SMSF optimisation and ongoing guidance
Financial Adviser Gold Coast - SMSF setup

SMSF setup

Start strong with the right structure and support.
We setup your SMSF with a compliance first approach including a tailored trust deed, corporate trustee and all the ATO registrations handled. You’ll also get a purpose built bank account, broker HIN and insurance review for each member.

Our approach

What’s included

Trust deed, company trustee, ABN/TFN registration, SMSF bank/broker HIN setup and insurance needs review.

How it works

We handle the legals, logistics and registrations to get your SMSF off to a clean, compliant start.

ETF portfolios for SMSFs

Smart investing without hidden fees.
Our ETF model portfolios are CHESS-held with your HIN (not on a platform), fully transparent and broadly diversified. One-trade rebalancing keeps costs low and franking credits flowing. You see exactly where your money is and what it’s earning.

Our approach

What’s included

Custom ETF portfolio, ongoing asset allocation reviews, performance tracking and franking optimisation.

How it works

Portfolios are built using low cost ASX listed ETFs aligned to your risk profile and retirement needs.
Financial Adviser Gold Coast - ETF portfolios for SMSFs

What our clients say

Bronson’s ETF approach is easy to understand. It gives us lower costs, greater transparency and straightforward reporting. We can see how our super is in place to support our retirement.
F and F, Brisbane
Financial Adviser Gold Coast - Retirement and pension planning

Retirement and pension planning

Turn super into a tax effective income stream.
We help you plan the transition from accumulation to retirement. That includes pension strategy, contribution limits, TBC/TBA tracking, sequencing cash flow and ensuring liquidity when needed.

Our approach

What’s included

Contribution strategy, pension setup, transfer balance cap management and income drawdown planning.

How it works

We model income streams, help establish pensions and review the strategy annually.

Cash flow modelling for retirement

Clarity and confidence to enjoy (or preserve) your super.
Our cash flow modelling gives you a clear picture of your retirement income, expenses and lifestyle goals, including big ticket items like travel or renovations. Annual reviews help keep everything on track.

Our approach

What’s included

Lifestyle budgeting, scenario modelling, annual review meetings and stress testing retirement drawdowns.

How it works

We map out income and expenses, then test various scenarios to support your confidence in retirement.
Financial Adviser Gold Coast - Cash flow modelling for retirement

What our clients say

Before Bronson Financial Services, we had no clear idea of our retirement budget. Their cash flow modelling showed us exactly how our super could support our lifestyle, year after year.
T & H, Hope Island
Client case study 2: Pre retirement is a great time to review your SMSF and prepare your cash flow management for retirement.
Financial Adviser Gold Coast - SMSF compliance and rectification

SMSF compliance and rectification

Get your SMSF back on track before penalties bite.
For trustees facing audit issues or unsure about their fund’s compliance, we provide a full review and action plan. That includes fixing outdated investment strategies, record keeping or residency risks.

Our approach

What’s included

Regulation 4.09 strategy update, documentation fixes, ATO compliance preparation and audit support.

How it works

We review your SMSF setup, flag urgent risks and work with you to restore full compliance.
Client case study 1: How one SMSF trustee avoided serious ATO penalties with a timely review.

Insurance and wealth protection

Protect what matters inside and outside your SMSF.
We review your insurance needs (life, TPD, income protection) to ensure you're not exposed, especially if you’ve rolled out of a retail/industry super fund; and ensure your cover is aligned to both your SMSF and your family goals.

Our approach

What’s included

Policy review, SMSF integrated insurance, family protection analysis and premium efficiency.

How it works

We assess your personal risks and recommend appropriate, cost effective cover.
Financial Adviser Gold Coast - Insurance and wealth protection

Estate Planning support for SMSFs

Structure your fund for continuity, clarity and control.
We help ensure your SMSF integrates with your estate plan. This covers binding death benefit nominations (BDBNs), reversionary pensions and corporate trustee continuity. We liaise with your lawyer to ensure everything is aligned.

Our approach

What’s included

Review of SMSF deed, beneficiary nominations, pension stream planning and succession structuring.

How it works

We work alongside your legal team to embed estate planning into your SMSF structure.
Financial Adviser Gold Coast - Estate Planning support for SMSFs

GET FREE CONSULTATION (OR) CALL US: +1 (605) 475 6968

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