Specialist SMSF advice and administration, Surfers Paradise and Australia wide
It's your super.
Run it like it's yours.
Jason Bibby and the SMSF Financial team set up, run and invest self managed super funds for Australians who want control and plain answers. The rules changed on 10 August 2026. Here's what's still open.
- 20+ years in markets
- ASX Accredited Derivatives Adviser
- Licensee Finexia Wealth, AFSL 522661
From 10 August 2026, SMSFs can't take out new limited recourse loans for residential property.
Your fund can still buy residential property without borrowing, within the sole purpose test.
Borrowing for commercial property is unaffected by the change.
Genuine working farms are business real property. Borrowing is still allowed. Strict rules apply.
Trade ASX listed shares, options, warrants and ETFs on our platform, yourself or at your direction.
Income and stability, often used in pension phase.
Loans and contracts in place before 10 August 2026 are grandfathered.
General information only, not personal advice. Tap a row for detail.
One team for your whole fund
Most firms do one piece. We set up the fund, keep it compliant, give you the platforms to invest and bring in insurance specialists when you need them. You deal with one team that knows your fund.
Fees depend on members, assets and the support you want. Jason gives you exact numbers in your free call.
Why trustees stay with Jason
Plain answers about the rules
When the residential borrowing ban landed, Jason wrote about what was still possible within weeks. You get the truth about the rules, not a sales script.
Markets experience, not just compliance
20+ years through every cycle and ASX Accredited Derivatives Adviser credentials. Strategy and investing are where Jason started.
Everything under one roof
Setup, accounting, audit coordination, trading platform, cash account and insurance partners. One team, one relationship.
Farms and business premises
Jason grew up on a farm. Holding a working farm or your business premises in super is a specialty. It's still borrowable after August.
years investing through every market cycle
members allowed in one SMSF, we set up all of them
free strategy call, no cost or obligation
for setup, accounting, trading and insurance
"We had no idea what we were doing, and the expert knowledge we received from Jason and his team gave us the confidence to take control of our super."
"I live in Tasmania, so most contact is electronic, however I was recently in QLD and called in to meet the team face to face! … I'm 100% happy with how my SMSF is progressing."
"SMSF were absolutely awesome with helping us with the direction and step by step procedures that were required in setting up and organising fund transfers to our own SMSF."
Testimonials reflect individual experiences and are not financial advice.
From first call to funded in four steps
You stay in control of the decisions. We do the heavy lifting.
Free 15 minute call
Tell Jason what you want your super to do. He'll be straight with you about whether an SMSF makes sense at your balance.
Strategy and setup
We prepare the trust deed, trustee company and ATO registrations. We review your insurance before anything moves. You review and e sign.
Rollovers and accounts
We request rollovers from your old funds and open your cash and trading accounts. You'll see everything land on your Class dashboard.
Invest and stay compliant
Invest in line with your strategy. We handle the accounting, tax return and audit every year. We keep you across rule changes too.
Book your free 15 minute call
Three quick steps so Jason can come prepared. No cost, no obligation. General information only until you decide to go further.
- (07) 3186 9799
- Level 5, 50 Cavill Avenue, Surfers Paradise
- info@smsffinancial.com.au
What would you like to talk about?
Australia wide, from Cavill Avenue
Our office is in Surfers Paradise and most clients work with us by phone and video. We look after trustees in every state. You're always welcome to call in.
Clients from the Gold Coast to Hobart
Know where your super stands before the next rule change.
A free 15 minute call with Jason. Plain answers, no obligation.