+61 417 280 906 VISIT WEBSITE

A COMPLIANCE-FIRST TEAM

Australia's
Transparent
Partnership of
Independent SMSF &
Property Advisors

Keeping You As The Boss, And Us As Your Executors. Strict ASIC & ATO Eligibility Applies.

BEGIN ELIGIBILITY CHECK LEARN MORE

* Guidance or Advice ONLY provided as requested and within licence limits. Where risks/gaps are identified, we may suggest seeking independent counsel.

Watch: How We Keep You In Control

Licensed

ASIC & ATO Compliant

Vetted

Independent Advisors

Independent

No Conflicts of Interest

OUR FOUNDATION

Critical Service Principles

SMSF Set Up Services ONLY Available if ASIC & ATO Eligibility Criteria is met.

Property Guidance Provided Only As Requested by Licensed Professionals.

Direct-to-Advisor Services, Zero Sales Reps or Gatekeepers Guaranteed.

Full and Transparent Disclosure with Mandatory Cooling-off Periods.

External Audit by Your Lawyer, Accountant, or “Commercial Friend” IS Encouraged.

OUR FOUNDATION

Critical Service Principles

SMSF Set Up Services ONLY Available if ASIC & ATO Eligibility Criteria is met.

Property Guidance Provided Only As Requested by Licensed Professionals.

Direct-to-Advisor Services, Zero Sales Reps or Gatekeepers Guaranteed.

Full and Transparent Disclosure with Mandatory Cooling-off Periods.

External Audit by Your Lawyer, Accountant, or “Commercial Friend” IS Encouraged.

Opportunity & Risk Section

The Size of An Opportunity Always has a Corresponding Risk

As you know, having made the decision to explore setting up an SMSF to invest in Australian property is a retirement path filled with opportunities of capital growth, tax efficiency, and financial control.

But, as you are probably discovering, it is also littered with risks of opportunistic spruikers, conflicting "expert advice", and an uncertain regulatory environment.

You're driven by the desire to be in control of your family's financial future, and at every turn there is someone trying to sell you advice you never asked for, benefiting themselves more than you.

That is why...

the MALEX Independent Partnership has been designed to...

Bring vetted, independent, and fully licensed consultants together.

Remove or highlight any financial conflicting bias.

Give you the time and resources needed to know that you are preparing your family to be self-sufficient.

Build on our foundation of regulatory compliance and legal expertise.

We’re here to help put you back in control of your super and your future.

We’re here to help put you back in control of your super and your future.

MALEX - How We Work

YOUR SMSF HUB

So Here Is How We Work

What You Need To Make Good Decisions

YOU ARE HERE!

Complete the Eligibility Check

Answer the mandatory ASIC & ATO 5-question eligibility check to confirm you meet the minimum requirements to establish an SMSF.

We won't tell you whether you should or shouldn't proceed - that's by design. Our role is to ensure you understand what's involved.

Our eligibility check ensures you understand what's involved and meet the baseline requirements: the decision to move forward is entirely yours.

Pass the check? You're free to proceed.
Want professional advice first? We'll connect you with one of our financial advisors during the check.
01

30-45 MINUTE SESSION

Book Your SMSF Consultation

Once you pass the eligibility check, you will book a consultation with a specialised SMSF Accountant.

Before your call: Review the SOS Hub (detailed in the next step). If you have a partner, they should review it too and join the call.

  • Answers all your questions about setting up and running an SMSF to invest in property
  • No decisions required on the call
  • Mandatory 5-day cooling-off period before accepting payment
02

IMMEDIATE ACCESS AFTER BOOKING

Access & Review the SMSF Hub

You'll receive access immediately after booking your consultation. Review it before your meeting and have your partner(s) review it too.

  • A complete SMSF setup and operating guide, outlining your responsibilities and ours
  • Scams and illegitimate schemes radar to help you spot red flags
  • Real case studies showing what to avoid and why
  • Framework for navigating property investment opportunities through your SMSF
  • Capital growth explained, with projections for your retirement outcomes
  • Risks, benefits, and mitigations of the SMSF property path
  • Common myths, misconceptions, and FAQs addressed
  • Consultant competence criteria so you can hold advisors accountable
  • Decision tools and factsheets you can access anytime
03

TAKE YOUR TIME

Decide if SMSF Investing Is for You

After your consultation and reviewing the Hub, take your time to decide. This is a significant step, and it should feel right.

Mandatory 5-day cooling-off period. No pressure, no rush. Move forward only when confident.

04

DURING SMSF SET UP

Select 2 Complimentary Services

During your 5-week SMSF set up process, choose any 2 of the following services at no charge:

  • 40-minute Property Investment Q&A
  • 30-minute Wills, Estate & Inheritance Planning
  • 30-minute Personal Finance Structuring Session
  • 20-minute Tax Q&A with Registered Tax Agent
  • 20-minute Commercial Advisory with Managing Director
05
SMSF Pricing Guide
Transparent Pricing

Pricing Guide

Clear, upfront pricing with no hidden fees. All prices include GST.

Starting From

SMSF Establishment

$2,700 AUD / ONE-OFF
Includes:
  • Trust Deed Preparation & Execution
  • Electronic Service Address Registration
  • Rollover Assistance & Bank Account Set Up
  • ASIC Company Registration for Corporate Trustee ($576)
  • ABN/TFN Registration Service ($200)
Annual

Tax & Compliance

$2,300 AUD / year
Includes:
  • Annual Financial Statements Preparation
  • SMSF Annual Return (SAR) Preparation & Lodgement
  • Annual ASIC review fee ($310)
  • Annual SMSF compliance audit ($400)
*Fees may vary depending on your fund's complexity. You'll receive a full itemised pricing guide tailored
to your situation after your first SMSF consultation.
Super Is a Family Affair

Where It All Started

Super Is a Family Affair...

Where it all started...

James Jewell historical photo

ft. James Jewell

MALEX was founded with my father, Milton Kingsley, drawing on our shared expertise in accounting, compliance, and commerce.

But our connection to Australian retirement runs deeper. Over 100 years ago, my great-grandfather, James Jewell, served as the Victorian Labor Party whip and championed many of the nation's first retirement rights and policies.

Setting up a partnership focused on SMSFs felt like continuing that work; just for families instead of parliaments.

Coopper Kingsley

Coopper Kingsley

Managing Director & Head of Advisory

As a former Australian Army Officer and KPMG Director with a Bachelor of Laws, I founded MALEX with my father to bring the same rigor and integrity we'd expect for our own family's wealth. With over 40,000 new SMSFs established in just the last year (each requiring accountants, brokers, financial planners, property advisors, and lawyers) most families are left coordinating specialists who don't talk to each other, turning ambition into an admin burden.

Milton Kingsley

Milton Kingsley

Head of Risk & Governance

With over 40 years leading risk and governance across global operations, and degrees in Economics, Econometrics, and Chemistry, I joined Coopper at MALEX to apply institutional-grade discipline to family wealth. Every SMSF we set up is built to the same compliance and transparency standards we'd require for our own. When multiple specialists are involved, governance isn't optional; it's what keeps your family's wealth protected and your decisions grounded.

Final Thoughts

DO NOT RUSH

We know the property market runs on urgency. Flashy headlines about soaring prices, rate hikes, the housing crisis; it all creates pressure to act now. To lock in that SMSF before rates climb another percent. To secure that property before it jumps another $50,000.

But here's the truth: the decisions that build lasting family wealth are never made in a hurry.

Saving 1% on interest or chasing short-term price growth won't matter if the structure underneath isn't sound. An SMSF is a 15-year commitment, not a 3-month trade. It touches your retirement, your tax position, your personal stress, and, if you're building this with a partner, it requires alignment on all of it.

That takes time. Conversations. Clarity.

We've designed MALEX to move at the speed of good decisions, not market hype. Our job isn't to rush you into a setup or push you toward a property you're not ready for. It's to ensure that when you do move, every piece is in place, every question has been answered, and your family's wealth plan is implemented to endure.

The market will always create urgency.
Your wealth deserves patience.

So, when you're ready, we're here.

Yours Truly,

Coopper James T Kingsley

MALEX Footer