Self-managed super funds

Whether you are considering setting up a self-managed superannuation fund or are looking for support managing your existing fund, McDonald & Partners can provide you with a solution.

Our job is taking away the fear from the complexity of SMSF compliance. As well as helping you to set up and manage your fund, we also provide trustee education, giving you the confidence that you are doing everything right while preparing for a more comfortable retirement.

Your SMSF experts

McDonald & Partners’ founder Naeema McDonald is an SMSF specialist, with a passion for helping businesses, individuals and trustees to better manage their superannuation funds.

Our extensive experience in this field allows us to assist you in meeting all your compliance requirements in relation to running your SMSF. We are here to advise you and answer any questions you may have about how this type of fund works, and how it compares to other super funds.

SMSF Tax Solutions and Expert Financial Guidance

Our SMSF solutions

No matter what step of the SMSF journey you are on, our expert team can provide the solutions you need to get the most out of your self-managed super fund.

We can support you with:

Tax advice for individuals

Personal finance can be challenging, and it can be tough to know if you are making the right choices for your future.

We provide expert advice on:

Individual tax solutions

Looking for support with your individual tax requirements? From helping you to file your tax return to providing practical advice on your personal investments, we provide a complete range of financial solutions for individuals.

What our clients say about us

“Professional, reliable, and genuinely caring — they’ve transformed how we manage our business finances. Couldn’t ask for better support.”

Lisa Houstons

Happy client

“McDonald & Partners made accounting feel simple. Their advice is always clear, helpful, and tailored to our needs.”

Thomas Greg

Happy client

“Efficient, approachable, and always one step ahead. They’ve helped streamline our processes and improve profitability. Highly recommend!”

Phoebe Walls

Happy client

“Incredible service from a knowledgeable, all-female team. Trustworthy, modern, and truly invested in our financial success.”

Ellie Lawson

Happy client

“They really listened and delivered personalised solutions. It’s rare to find accountants this warm and professional.”

Andre Franses

Happy client

“From tax returns to tech setup, everything runs smoothly. We finally feel in control of our finances.”

Lucas Frosts

Happy client

Your Questions, Answered

We work with individuals, sole traders, SMEs, SMSFs and growing businesses across a wide range of industries.

Yes, we have an accredited Xero trainer on our team and can help you implement and manage cloud-based accounting solutions.

Absolutely. We handle everything from simple personal tax returns to more complex financial situations and superannuation advice.

Just get in touch! We’ll begin with an initial consultation to understand your needs and tailor a solution for you.

We combine decades of experience with a fresh, tech-forward approach—and we pride ourselves on being approachable, proactive, and client-focused.

Yes, we offer both in-person and remote support, using secure digital tools to make your experience seamless and efficient.