Brisbane office Lobby 1, Level 2, Gasworks Plaza, 76 Skyring Terrace, Newstead QLD 4006
Phone (07) 3085 6627
29+ Years advising Australians
6,000+ Clients across the country
$2.5B Funds under advice
6 Offices nationally
— SMSF in Brisbane
A specialist SMSF team, not an afterthought.
A self-managed super fund gives you control — but it also brings real responsibility for strategy, compliance and administration. Plenty of firms treat SMSF as a sideline. AGS runs a dedicated SMSF division of more than 500 active funds, so Brisbane trustees get genuine specialists rather than a generalist doing the odd fund.
The team delivers everything online through the Class platform: establishment, investment and contribution strategy, annual administration, audit coordination and compliance. Online delivery is a deliberate strength — your fund data stays current, reporting is fast, and administration is more efficient and cost-effective than a manual approach.
And because SMSF sits alongside AGS's financial planning and accounting teams, your fund strategy is coordinated with your wider plan — with the advisers at our Newstead office on hand whenever you want to meet in person.
— What we do
How we help Brisbane and Queensland trustees
SMSF establishment & strategy
Advice on whether an SMSF suits you, then setting up the fund and trustee structure the right way.
Learn more →Fund administration
Day-to-day administration on the Class platform — current data, clean records and fast reporting.
Learn more →Annual compliance & audit
Annual return, financial statements and independent audit coordination to keep your fund compliant.
Learn more →Investment strategy
Documenting and reviewing your fund's investment strategy in line with the rules and your goals.
Learn more →Limited recourse borrowing
Guidance on borrowing to acquire property or assets inside super, structured correctly.
Learn more →Pension & retirement phase
Moving the fund to pension phase, drawdown strategy and the associated compliance.
Learn more →— Local knowledge
SMSF expertise for Queensland trustees.
Brisbane has a fast-growing base of professionals and business owners — many of them building the kind of wealth where an SMSF can genuinely add value. AGS's specialist team has the scale and systems to serve Queensland trustees efficiently online, with the backing of a national firm.
From professionals in Newstead, New Farm and Fortitude Valley to established families in Hamilton, Ascot and Bulimba and retirees across the city, we look after Brisbane trustees — with specialist SMSF advice and efficient online administration, plus the option to meet at our Gasworks Plaza office.
Book a free initial discussion— Also in Brisbane
One team, every service.
Financial planning in Brisbane
Retirement, wealth creation, super and insurance advice from our Newstead office.
Learn more →Accounting & tax in Brisbane
Tax returns, BAS, bookkeeping and business advisory.
Learn more →Mortgage broking in Brisbane
Home loans, refinancing and investment lending.
Learn more →— Questions answered
SMSF in Brisbane
— your questions.
Can't find what you need? Call us on (07) 3085 6627.
How is SMSF advice and administration delivered for Brisbane clients?
By AGS's specialist SMSF team, delivered online. The team operates from our Hurstville office and manages funds on the Class platform — so Brisbane and Queensland trustees get real-time visibility, efficient administration and specialist advice without interstate travel. Your SMSF work is coordinated with the advisers at our Newstead office.
Do you handle both SMSF strategy and the annual administration?
Yes — both, under one roof. We advise on whether an SMSF suits you and on investment, contribution and pension strategy, and we handle the ongoing administration, annual return, audit coordination and compliance. Having advice and administration in one specialist team is what keeps an SMSF efficient and compliant.
What's the advantage of your online (Class) delivery for Queensland clients?
Efficiency and transparency. Running funds on Class means your data is current rather than months old, reporting is faster, and administration costs less than a manual, paper-based approach. You can see where your fund stands at any time — and you don't need to travel interstate for your SMSF work.
How many SMSFs does AGS look after?
Our specialist division manages over 500 active funds. That scale means deep, current expertise in SMSF compliance, ATO requirements and strategy — and the systems to administer funds accurately and efficiently for Brisbane and Queensland trustees.
Can my Brisbane financial planner and my SMSF specialist work together?
Yes — that's a core strength of AGS. Your Brisbane financial planner and the SMSF specialist team work together as one firm, so your fund strategy, contribution planning and pension phase are all coordinated with your broader financial plan.