Flexible SMSF administration services

Choose the level of support you need — from basic administration and compliance to a full concierge service.

iSaver

iSaver

iSaver is geared toward value and simplicity; a basic online admin service accommodating simpler assets such as shares, cash and term deposits.

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Essentials

Essentials

Designed for flexibility, Essentials caters for a broader investment range and funds either in accumulation or pension phase. Perfect as a mid-tier service.

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Ultimate

Ultimate

Ultimate is a full featured and concierge administration service that needs minimal input from you. It caters to all types of assets no matter their complexity.

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Annual

Annual

Designed for those seeking year-end compliance solutions instead of ongoing admin. Caters to all SMSFs no matter size or types of investments.

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Accountants Annual

An accountant annual administration service where we provide you with the files necessary to finalise the financial accounts and tax return. Lodgement of the fund’s tax return is carried out by you.

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Document services

We offer a comprehensive suite of documentation services that provide flexible, compliant solutions for your SMSF. Choose from one or more at a time to suit your needs.

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Which service is the right fit for you

Which service is right for you?

With a complete range of services you have the flexibility to choose a best-fit solution.

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