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Essentials
Enhance your SMSF experience with comprehensive support, ideal for complex assets or those requiring extra assistance in day-to-day management.
Base Administration Fee
$2,200 per annum
Features
- We will set up a Macquarie Cash Management Account for your SMSF
- Allowing invest in a broader range of assets
- Includes administration of one property and one LRBA
- Includes two account based pensions
Designed for those who need a bit more
Elevate your SMSF support for complex assets and day-to-day management.
Compliance monitoring
Regular reconciliation of your funds, backed by real-time data feed connectivity, allows ongoing monitoring of your SMSF to track contributions and pensions, alerting you when action is required.
Document management
With our in-house mailroom facility we can receive all documents relating to your fund on your behalf, and scan and upload to your dashboard for safe and organised storage.
See the Dashboard in action
Providing you with around-the-clock oversight of your fund, the online dashboard drives the efficiencies of our administration service.
Explore our full-service administration features
Client Service Management
A dedicated Client Service Manager to assist with your daily queries backed by a team of SMSF specialists and professional accountants to maintain your funds day-by-day.
Technical SMSF Support
Our SMSF technical expert will address your specific SMSF queries and concerns. In addition, we offer a range of free resources to deliver important industry updates and insights.
Flexible Service Inclusions
Access a range of services your SMSF may need such as trust deed upgrades, company establishment and company secretarial services.
Data Protection
We take data security very seriously. With ISO 27001 certification, our information protection management system has received global formal recognition that it is compliant with best practice standards and bank-level security.
Events-based Reporting
We will prepare and lodge Transfer Balance Account (TBA) Reporting to the ATO on a regular basis during the year where required in relation to any pension fund.
Automated Data Feeds
Automated data feeds from 260+ banks and institutions deliver transaction information directly to your dashboard, eliminating manual data entry and ensuring up-to-date portfolio values.