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Expert
For those customers who want it all! This premium tier provides a robust SMSF administration service with an extensive range of features.
Base Administration Fee
$3,410 per annum
Features
- Allowing all types of SMSF investments and structures
- Unlimited properties and LRBA
- Unlimited pension administration
- Includes GST administration and Facilitation of payment
- Includes segregated asset administration
A single fee to cover the services required by more complex funds
Empower SMSF excellence with premium features and exclusive service.
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.