SMSF administration for trustees
Stay in control without the stress — making life easier for you.
The challenge for SMSF trustees
Running your own SMSF fund can give you greater flexibility and control over your retirement savings. However, taking care of all the essential administration tasks and maintaining compliance can be time-consuming and complex.
Make running your SMSF a breeze
Our range of administration and compliance services give you the freedom to add extra services when required, or move to a more comprehensive packages as your needs evolve.
Access real-time information about your SMSF
Through our innovative dashboard, you’ll be able to view information about your SMSF 24/7 from any device. From:
- investment overview and performance reports
- whether your fund is within its investment objectives
- the contribution caps monitor
- the pension monitor
- member data, balances and reports
- the latest annual compliance reports.
Essentially, our dashboard gives you a current position of your SMSF, so you can stay in touch and in control.
Need more information?
If you're not ready to sign up please contact us to talk to one of our experts.