How a properly structured SMSF can turn fifteen years of business rent into your own retirement

Press play for a candid walk-through with our Founder James McFall on whether an SMSF actually fits, and where property in super changes the maths.

9-minute walk-through

Pick a time. 30-minute call with our SMSF specialist team, no obligation.

Top 3 CFP in Australia 2018 & 2020NPS 81+450+ client households nationallySMSF accredited & FAAA Professional Practice

Why Yield, specifically

The Australian SMSF advisor most planners and accountants refer property work to.

Most financial planners in Australia will not advise on direct property inside super. Most accountants will set up an SMSF but stop short of the strategy that sits above the structure. The intersection, where SMSF strategy meets direct property and an integrated wealth plan, is rare in the Australian market and it is the work Yield has been built around since 2015.

Our Founder James McFall holds the Certified Financial Planner designation, Cert IV in Property Services, and SMSF accreditation. He has been named in the top three Certified Financial Planners in Australia twice, and in 2025 was named Practice Principal of the Year at the Australian Financial Industry Awards. The firm carries the FAAA Professional Practice designation and has been independently owned and fee-for-service from day one.

The diagnostic call is exactly that. We tell you no more often than most advisors would be comfortable admitting, because we earn the engagement on the work and not on the pitch.

Yield, in specifics

  • Specialty SMSF strategy and direct property in super, including business real property and LRBA structuring where appropriate. In-house property planning capability is rare in a full financial planning firm.
  • Credentials CFP®, Master of Commerce (Financial Planning), Diploma of Financial Advising, Cert IV Property Services, SMSF accredited. FAAA Professional Practice designation at firm level.
  • Footprint 450+ active client households, NPS of 81 (well above the financial services norm), 120+ five-star Google reviews, 9,000+ newsletter subscribers, and a 21-person team carrying 100+ years of combined experience.
  • Model Independently owned, fee-for-service, transparent pricing. No bank ownership, no commissions, no product quotas. SMSF strategy and setup from $3,000, $5,000+ where property in super forms part of the plan.
  • Offices Surrey Hills, Melbourne and Level 24, 1 Market Street, Sydney. National servicing by phone and video, plus expat clients across Singapore, Hong Kong, the UK, the US and the UAE.

"Their strategies and constant portfolio reviews, making changes when needed, have guided us right through from our working days, the GFC and now retirement."

Yield client, Google review