Tailored advice and guidance for each stage of your SMSF journey

Whether you already have an SMSF, you’re deciding if it’s right for you or you’re planning the income you’ll live on in retirement, we tailor our advice and services to meet your specific needs and achieve your goals. Our role is simple – reduce costs, ensure compliance and give you confidence.
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Who we advise

We advise existing SMSF trustees, those considering an SMSF, pre retirees and retirees professionals and executives, business owners (pre/post exit), people in aged care and accountants and their clients.

What our clients say

Paul guided us through every step of setting up our SMSF, from the trust deed to investment strategy. His plain English advice gave us the confidence to take control of our super using an SMSF.
M and A, Wellington Point

Existing SMSF trustees

Ideal for trustees who are cash heavy, under advised or facing compliance questions. See case study

Common challenges

  • Too much cash sitting idle or a legacy platform that feels expensive.
  • An investment strategy that’s unclear, outdated or not audit ready.
  • Minimal proactive guidance with concerns about compliance.

How we help

We refresh and document your investment strategy to align with your goals and the legal requirements; and provide ongoing stewardship including reviews, reporting and practical next steps for changes in circumstances. We’ll recommend low cost ETF portfolios with direct, CHESS-held (HIN) ownership.

Typical outcomes

  • Lower ongoing costs and a simpler, more transparent portfolio.
  • Confidence at audit time with a documented investment strategy.
  • A clear plan you understand and follow.
  • Access to professional SMSF advice.
The next step is to request an SMSF checkup.

What our clients say

We thought we were on top of our SMSF until Bronson Financial Services uncovered some compliance issues and excessive fees we didn’t really understand. Now our fund is fully compliant, diversified and working harder for our retirement. This has given us complete peace of mind.
R and L, Hope Island
Financial Adviser Gold Coast - Couple reviewing information on a laptop

Those considering an SMSF

For people exploring the option of an SMSF and looking for professional advice.

Common challenges

  • Is an SMSF worth the effort and cost?
  • What are my responsibilities as a trustee and the setup steps?
  • How do I avoid hidden fees and complexity?
  • How does an SMSF differ from a traditional superannuation fund?

How we help

We provide education in plain English on the pros, cons and fit for your situation. We also have a proprietary SMSF Advice Process to establish the fund (deed, corporate trustee, ATO registration, banking/brokerage) and a transparent, low cost approach using ETFs.

Typical outcomes

  • Ability to make a more informed decision on whether an SMSF is suitable.
  • A structured, compliant setup from day one (if you proceed).
  • A cost aware investment approach you can understand.
Download our SMSF Guide
Book a call

Pre retirees and retirees

For income clarity and drawdown confidence.

Common challenges

  • Will our money last? How much can we safely spend?
  • When should we start a pension and how do we draw down?
  • How do we manage market ups and downs?

How we help

We use cash flow modelling to map your income, spending and “what if” scenarios. We can also help with commencement of your pension, transfer balance cap/transfer balance account (TBC/TBA) considerations, liquidity planning and implementing simple, diversified ETF portfolios for clarity and control.

Typical outcomes

  • A spending plan tailored for you and your lifestyle.
  • Confidence to make decisions without second guessing.
  • An annual review that keeps you on track.
The next step is to book a cash flow modelling discussion.
Financial Adviser Gold Coast - Senior couples receiving financial guidance

What our clients say

We used to worry if our retirement savings would last long enough. With Bronson’s cash flow modelling and annual reviews, we know exactly what we can spend and enjoy our retirement without the fear of running out. Most importantly, we now have peace of mind knowing our financial future is secure and well managed.
P and L, Balmoral

Professions and executives

Low fee, tax aware, transparent superannuation investing. See case study

Common challenges

  • Being time poor with limited ability to manage an SMSF.
  • Seeking control over superannuation.
  • Desire for a clear strategy aligned to their professional situation.

How we help

We recommend low cost ETF portfolios with direct HIN ownership and visibility; and provide structured contribution and investment strategy guidance with clear reporting and timely engagement.

Typical outcomes

  • Lower costs.
  • Alignment between career stage, goals and super strategy.
  • Less administration and more peace of mind.
Download our SMSF Guide
Book a call

What our clients say

We established our SMSF with Bronson Financial Services to reduce investment costs and take full control of our portfolio. Their low cost ETF model has delivered significant annual savings and complete transparency across our holdings.
M and N, Ascot
Financial Adviser Gold Coast - Young couples in discussion with a financial adviser

Business owners (pre/post exit)

Bring structure to contributions, timing and asset transfer. See case study

Common challenges

  • When and how much to contribute around cash flow and milestones.
  • Transitioning from business assets to superannuation and retirement income.
  • Wanting control without unnecessary administration layers.

How we help

We can coordinate contributions and capital flows to your timeline; arrange ETF based investing with no platform fees to keep costs lean; and coordinate trustee/estate considerations with your lawyer.

Typical outcomes

  • A practical super strategy before and after business exit.
  • Smoother transfer of assets into retirement vehicles.
  • Clarity on roles, documents and next steps.
The next step is to plan your super strategy.
Download our SMSF Guide
Financial Adviser Gold Coast - Happy elderly couple enjoying each other’s company

What our clients say

After selling our business, Paul showed us how to maximise our super contributions and invest tax effectively. He simplified everything so we could focus on life after the business, knowing our future was secure.
R and L, Warwick

Aged care

Clear options, fewer surprises and calmer decisions.

Common challenges

  • Complex rules and means testing impacts.
  • Balancing care choices with family cash flow.
  • Paperwork and timelines that feel overwhelming.

How we help

We explain options and entitlements in plain English; can assist with cash flow impact modelling and documentation support; and coordination with your accountant and aged care providers.

Typical outcomes

  • Clarity on pathways and costs.
  • Less stress for the family with a clear plan.
  • Confidence in the next steps.
The next step is to book a call to discuss your aged care options.

Accountants and their clients

A specialist SMSF partner you can trust with your clients. See case study

Common accountant challenges

  • Clients with cash heavy SMSFs lacking a compliant investment strategy.
  • Time consuming SMSF follow ups and unclear documentation.
  • Concerns about own capabilities to add value to clients around SMSF issues.

How we help

We work with accountants to ensure their SMSF clients have access to compliant and cost effective SMSF advice, structured reporting, quick turnaround and responsive communication. We offer a low cost, platform free ETF approach clients can see and understand.

Typical outcomes

  • Happier clients with compliant, documented strategies.
  • Smoother audits and fewer surprises.
  • A clear division of roles, we advise and you do the tax and accounting.
Download our SMSF Guide
Book a call

What our clients say

Our SMSF hadn’t updated its investment strategy in years. We didn’t realise this was a problem until Paul explained the potential penalties. They created a clear, compliant plan aligned to our goals, giving us confidence and erasing our concerns about not meeting our legal obligations.
D and V, Condong

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

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