iSaver  iSaver

From $995 p.a.

Digital, value-for-money administration service.

iSaver offers basic administration services and caters for SMSFs holding simple assets such as cash, term deposits and domestic shares.

A competitive price includes activities such as ongoing monitoring of your fund's contributions cap, review of compliance with in-house asset rules, and annual statutory requirements (preparation and lodgement of your annual financial statements, income tax and regulatory returns).

Features

  • 24/7 access and up-to-date reporting via our innovative dashboard, available on any device
  • Investments must be held through our choice of providers with automated data feeds; one Australian residential property is permitted
  • Caters for core administration and compliance activities including tax lodgement
  • Additional services are available on request, as outlined in the Financial Services Guide
  • Access to education seminars and technical services

Start now

Establish a new SMSF with iSaver

New

Transfer an existing SMSF to iSaver 

Transfer

Resume an existing SMSF application

Resume