Who We Are

CDI SMSF is a specialist self-managed superannuation practice, focused on the accounting, compliance, and reporting that keep an SMSF running accurately and in line with its obligations. The practice was founded on a simple idea: managing your own super should give you control, not added complexity.

We work with trustees who want genuine oversight of their future and a technical partner they can rely on to handle the detail properly.

Our Approach

SMSFs reward attention to detail.

The rules are specific, the deadlines are firm, and precision matters at every step. We bring a careful, methodical approach to every fund we work with, treating your compliance obligations as the foundation they are rather than an afterthought.

Everything we do is grounded in accuracy and clear communication. You'll always understand where your fund stands, what's required, and why, so nothing about your fund feels unclear.

What we do

  • We manage the complete establishment process from start to finish: preparing the trust deed, establishing the corporate or individual trustee structure, registering the fund for an ABN and TFN, and setting up the electronic service address.

    We can also assist you in arranging the fund's bank account and brokerage account, guiding you through what's needed at each step.

    We handle the rollover of your existing super into the new fund and make sure it's properly recorded with the ATO. By the time we hand it over, your fund is compliant, correctly structured, and ready to receive contributions and begin investing.

  • Once a fund is running, keeping it compliant is an ongoing, year-round responsibility. We take care of the full administrative cycle. That includes maintaining the fund's financial records throughout the year, preparing the annual financial statements and member reporting, and reconciling contributions, pensions, and investment activity.

    We coordinate the independent audit on your behalf and manage the relationship with the auditor, then prepare everything required for the ATO. You'll always know where your fund stands and what's coming up, with reporting completed and lodged on time so the fund stays compliant every year.

  • An SMSF's tax position has moving parts that a general accountant doesn't always deal with day to day.

    We prepare and lodge your fund's annual tax return, making sure contributions, earnings, and any pension income are reported accurately and treated correctly.

    We work through the technical detail as part of the process. The result is a return that's accurate, complete, and structured in a way that makes sense for how your fund actually operates.

Meet the Founder

Chris founded CDI SMSF on the belief that managing your own super should give you control, not a compliance burden. Too often he saw trustees left to navigate the rules alone or treated as one file among thousands - and he set out to build a practice that does the technical work properly while keeping clients genuinely informed.