- Suite 6, 36 Cedric Street, Stirling, WA 6021
Home – SMSF Advice
At Evolve Wealth Management, we help individuals and families explore whether an SMSF is the right fit for their financial goals — and if it is, we guide them through every step of the journey.
A self-managed super fund (SMSF) gives you full control over how your superannuation is invested. For those who want greater transparency, flexibility, and tailored strategies, an SMSF can be a powerful tool for wealth creation.
But with more control comes more responsibility.
An SMSF isn’t suitable for everyone. It requires time, knowledge, and a strong strategic framework — as well as professional advice to keep you compliant and aligned with your retirement goals.
An SMSF may be worth considering if you:
Have over $200,000 in superannuation
Want to use your super to invest in property or other non-traditional assets
Have a solid grasp of investment strategies
Want a tailored portfolio aligned to your personal goals and risk profile
Are committed to long-term financial growth and are willing to engage professionals for guidance
At Evolve, we take the guesswork out of SMSFs. We’ll help you determine whether this structure suits your situation — and if so, we’ll design a compliant and effective plan to manage it.
Our Perth-based SMSF advisors are with you every step of the way, offering full-service support from setup to ongoing strategy:
Assess whether an SMSF is suitable for your financial situation
Explain your obligations, risks, and responsibilities
Set up your SMSF in line with ATO requirements
Review your existing super and compare fund performance
Design a tailored SMSF investment strategy
Provide guidance on property investment via SMSF (if applicable)
Manage ongoing compliance and reporting obligations
Liaise with accountants and administrators on your behalf
We also offer specialist SMSF administration to keep things stress-free and fully compliant.
One of the most common reasons people explore SMSFs is to invest in property using their super.
Done correctly, SMSF property investment can:
Diversify your portfolio
Generate rental income within your super fund
Provide long-term capital growth
But property investment through an SMSF is complex. Lending rules, contribution limits, legal structures, and liquidity requirements all come into play.
That’s why our team provides dedicated SMSF property advice — helping you assess suitability, structure your fund correctly, and stay within the strict compliance framework.
Start with a complimentary, no-obligation Discovery Session and find out how we can help you move forward with clarity and confidence.
In-person and online appointments available across Perth and WA.
It all begins with your enquiry. Tell us where you’re at and where you’d like to be — whether that’s paying off debt, growing wealth, or simply gaining clarity. We’ll take the time to understand your situation, challenges, and aspirations so we can move forward with purpose.
We’ll arrange an introductory call and, if we’re the right fit, set up a face-to-face meeting. Our advisors will ask for a snapshot of your financial position — income, assets, super, and goals — and begin crafting a high-level plan. This conversation is all about listening, exploring your options, and showing what’s possible.
After taking the time to research, assess strategies, and tailor your roadmap, we’ll present your custom financial plan. We’ll walk through everything clearly and give you the space to ask questions or request adjustments. Once you’re ready, we’ll begin implementing the plan — and be right there with you every step of the way.
We ensure you are informed and empowered throughout the entire process.
At Evolve Wealth Management, we’re proud to build long-term relationships based on trust, transparency, and real results. Here’s what some of our clients have to say about their experience working with us.
