Home / Self-Managed Superannuation Funds (SMSF)

Take Control of Your Retirement.

Our qualified SMSF specialists handle every compliance obligation and strategic decision, so your retirement savings can work as hard as you do.

SMSF Advice and Administration

A self-managed super fund offers powerful advantages for wealth creation, asset protection, and tax efficiency. We remove the complexity and ensure your fund is compliant, well-structured, and performing to its potential.

SMSF compliance: annual returns, financial statements, and ATO obligations managed correctly.

Property valuations: independent valuations arranged to satisfy compliance requirements.

Actuarial certificates: sourced and managed as part of your annual compliance programme.

SMSF audit: independent, qualified audits conducted to meet ATO requirements.

Fund structuring: expert advice on structuring your SMSF to maximise tax efficiency and growth.

Connected advice: financial planning and legal support available through the same Fortuna team.

Compliance Handled, Strategy Delivered

We manage every compliance requirement your SMSF carries, from audits and valuations through to annual returns, giving you complete confidence that your fund meets its obligations and nothing is overlooked.

Grow Your Retirement Wealth With Confidence

Beyond compliance, our SMSF specialists advise on fund structuring, investment strategy, and contribution optimisation, working alongside Fortuna's financial planning and legal teams for fully integrated retirement advice.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our SMSF specialists are qualified, experienced, and genuinely invested in helping you build the retirement outcome you are working towards.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest