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SMSF Case Studies

Our expertise extends beyond independent, in-depth audits, by providing you with advice on ways you could improve your clients’ SMSF performance. These SMSF case studies outline practical scenarios that may help spark your own ideas on ways you can help your clients achieve their goals.

Stretching the limit: small business retirement exemption

SMSF advice - cattle farmer

Ploughing through: SMSF setup saved Mark’s farm from bank foreclosure

Beekeeper - SMSF case study

A sweet idea: SMSF set up to start a honey-making business

SMSFs to invest in property development

Two’s company: using SMSFs to invest in property development


Trisuper Auditors can support and help you to solve complex SMSF-related problems.

We will clarify the rules that apply to their circumstances, to ultimately improve their situation in life – now and into retirement.  All while keeping the ATO happy and away from their door.

Our role is to help you provide wealth-creating and ATO-compliant SMSF advice and solutions for your clients.

And we are good at what we do.

If these SMSF case studies spark ideas for ways you can help your clients achieve their goals, give TriSuper Auditors a call on 02 4961 2788 or fill in the enquiry form on the right.


SMSF Auditor of the Year winner


These case studies provide a summary only and should not be considered a comprehensive statement on any matter or relied upon as such. The advice provided on this website is general advice only.