Limited Time

Company Setup from $399 + ASIC Fees

included

• T&Cs apply

Limited Time

Company Setup + FREE Accounting FY25-26

included

• T&Cs apply

Investor-Ready Business Plans

SMSF Restructuring Services For Compliance, Control, and Better Outcomes

Nanak Accountants provides professional SMSF restructuring services to help trustees realign their self-managed super fund structure with changing regulations, investment strategies, and personal circumstances.

SMSF restructuring is often required due to changes in trustees, investment strategy, compliance issues, or long-term retirement planning. Our approach ensures your SMSF remains compliant while improving efficiency and control.

500+ Plans Written

$450M+ Funding Secured

5/5 Client Rating

95% Approval Rate

Who Our Services Are For?

SMSF Trustees

Trustees needing structural or compliance changes.

Changing Family Situations

Funds affected by divorce, death, or succession changes.

Growing SMSFs

Funds expanding asset classes or investment strategies.

Pre-Retirement Trustees

Funds preparing for pension phase or exit planning.

Cost Involved

Calculate the cost of SMSF Restructuring down below.

Documents Needed

Simple documentation required for Wealth Structuring Advisory Services are:

Personal identification details of owners, directors, or partners

Current business structure details

ABN, ACN, and ASIC records (if applicable)

Business activity and income details

Existing trust deeds, shareholder agreements, or partnership agreements

Asset ownership information

Future business plans, growth goals, or investment intentions

Real Results for Real Businesses

See how our business plans have helped clients achieve their goals

E-commerce Retailer

The Challenge

A fast-growing online retailer needed a strategic plan to secure $500K funding and expand operations.

Our Solution

We developed a comprehensive 3-year business plan with detailed financial projections, market analysis, and growth strategies.

“The business plan Nanak prepared was instrumental in securing our investment. Their financial modeling was spot-on.”

— Sarah Chen, Founder

The Results

Funding Secured

$650K

Funding Secured

$650K

Funding Secured

$650K

Professional Services

The Challenge

A consulting firm needed a strategic plan to transition from sole trader to a multi-partner operation.

Our Solution

Created a detailed succession plan, partnership structure analysis, and 5-year growth roadmap with risk mitigation strategies.

“Their strategic vision helped us scale from $800K to $2.2M in revenue within 2 years.”

— Michael Thompson, Managing Partner

The Results

Partners Added

3

Profit Increase

175%

Funding Secured

$650K

Manufacturing Business

The Challenge

A family-owned manufacturer needed a plan to modernize operations and compete with imports.

Our Solution

Developed a digital transformation roadmap, cost optimization strategy, and export market expansion plan.

“The business plan gave us clarity and direction. We’re now exporting to 7 countries.”

— Michael Thompson, Managing Partner

The Results

Cost Reduction

32%

Export Sales

$1.8M

ROI

285%

Why Choose Nanak Accountants?

Without proper planning, tax decisions are often reactive and costly. Our business advisory services help clients stay ahead of obligations and make informed financial decisions.

Strategic and compliant tax minimisation

Over 15 years helping Australian businesses with strategic planning, valuations, and growth initiatives.

Results-Driven Approach

We focus on measurable outcomes - increased profitability, successful sales, and strategic growth that delivers real value.

Client-Centric Service

You work directly with experienced advisors who understand your industry and business challenges.

Independent & Confidential

Unbiased advice you can trust. All client information is handled with strict confidentiality and professional integrity.

Our Process

Getting started with Nanak Accountants is simple and straightforward

1

15 mins

Free Discovery Call

Book a 15-minute call to discuss your business, current challenges, and accounting needs. We'll assess if we're the right fit.

2

1-2 Days

Custom Proposal

We'll create a tailored service package and pricing proposal based on your business size, complexity, and specific requirements.

3

1-2 weeks

Onboarding & Setup

We set up your cloud accounting software, integrate your systems, migrate historical data, and establish your monthly processes.

4

Ongoing

Ongoing Support

Enjoy proactive monthly accounting, regular check-ins, real-time reporting, and year-round tax planning and support.

Frequently Asked Questions
What is SMSF restructuring?

It involves changing the structure of an SMSF to improve compliance, efficiency, or suitability.

When trustees change, compliance issues arise, or goals shift.

Yes, when done correctly and in line with superannuation laws.

Yes. Proper restructuring can significantly reduce audit and ATO risks.

Yes. We manage individual-to-corporate trustee restructuring.

Ready To Restructure Your SMSF?

Please sit and relax. Let us take the things forward from here.

IPA Public Accountant • Registered Tax Agents