Celebrating 20 Years of SMSFs at McConachie Stedman. Discover The Story Behind The Milestone Discover The Story Behind The Milestone

From humble beginnings to a dedicated team helping hundreds of clients take control of their future.

For two decades, McConachie Stedman has helped clients take control of their retirement through Self Managed Super Funds (SMSFs). What began as a small, compliance-focused service in 2006, has grown into a specialist division supporting hundreds of trustees with strategy, compliance and client care. This year, we are proud to be celebrating 20 years of SMSFs at McConachie Stedman.

20 years ago, SMSFs were just the beginning.

Over 20 years ago, Self Managed Superannuation Funds were new to many Australians. It wasn’t widely understood, and for most people, accessing and managing their own super felt out of reach.

At McConachie Stedman, it started with curiosity and a belief that clients deserved more control over their financial future. Within a few years, that interest evolved into a dedicated SMSF division focused on helping clients grow their superannuation and retirement benefits, their way.

Today, we’re still helping people take control of their super.

Whether you’re just starting out or ready to take the next step, we’re here to guide you.

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The People Behind the Journey

Behind every milestone are the people who made it happen. Hear from our team as they reflect on the moments, challenges and highlights of the past 20 years.

Growing Together

Many of our team members have grown alongside the SMSF division. Their stories are part of the journey too.

Our Journey Across 20 Years

1990s - 2004
Foundations

SMSFs managed within Business Services and tax teams, building early expertise.

2004
Strategic Shift

Partners recognise increasing complexity of SMSFs and the need for a dedicated division.

2006
Division Established

Formal launch of the SMSF division with over 200 funds under administration.

2007
Legislative Reform

Major Federal Budget changes reshape the superannuation landscape and drive demand for advice.

2008
Global Financial Crisis

Increased demand for SMSFs as clients seek greater control over super investments.

2012
Leadership and Technology

Scott Maroske becomes Director and the team adopts Class Super software.

2017
Further Reform

New superannuation legislation introduces significant changes, requiring client education and strategic guidance.

2017 - 2019
Service Evolution

Transition from compliance to strategic, client-focused service with stronger collaboration across teams.

2020
COVID-19 Impact

Surge in SMSF interest, shift to digital processes and electronic management of funds.

2021 - 2024
Capacity and Growth

Team expansion and improved workflows increase efficiency and service capacity.

2026
Stronger Than Ever

Over 600 SMSFs projected, diverse client base and recognised specialist expertise in regional Australia.

Future Thinking
What's Next

Continued growth driven by technology, younger clients and education-focused support.


Discover the Story Behind the Milestones Discover the Story Behind the Milestones

Start Your Own SMSF Story With Us

If you’ve ever wondered whether an SMSF is right for you, our free guide is the perfect place to start.

Inside, you’ll find:
What an SMSF is and how it works
SMSF Trustee FAQ's
Benefits and Risks of SMSFs
Common SMSF FAQ’s

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General Advice Warning

The material and information included in the guide including its contents and handouts is provided solely for general information purposes and is not intended to and does not constitute accounting, taxation, financial or other professional advice.

Whilst all care is taken in the preparation of this material, no warranty, guarantee or representation of the accuracy, timeliness or reliability is given with respect to the information provided or that the information is fit for a particular purpose. McConachie Stedman and any member or employees of McConachie Stedman expressly disclaims any liability arising from the use or reliance on the information provided, the presentation, its contents and any handouts provided.

If you require professional or specialist advice, you should seek professional advice on the financial, legal and taxation implications before making any such decisions.