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.
That's where we can help. Our full-service SMSF administration services - backed by a team of experienced SMSF experts and an easy-to-use technology platform - equips you with the tools you need to grow your retirement savings, while still retaining full control over your SMSF.
Designed with flexibility in mind and ideal for those with more complex assets such as a commercial property or collectable assets.
Essential covers year-round fund administration, compliance monitoring and regular reconciliation of your fund.
Includes the administration of all types of assets, one residential or commercial property, two pension accounts and one limited recourse loan.
Digital. Low cost. Value for money. Catering for SMSFs holding assets such as cash, term deposits & domestic shares.
iSaver includes year-round fund administration, compliance monitoring and regular reconciliation of your fund.
Supports a wide range of data feed investments & up to one property.
SuperConcepts Annual is designed for those seeking a year-end compliance solution.
Annual covers preparation and lodgement of the annual financial statement, income tax and regulatory return.
Includes the administration of all assets, one residential or commercial property, two pension accounts and one limited recourse loan.
24/7 Online Access Our online dashboard enables easy collaboration with our team to monitor your SMSF compliance, investments, contributions and pension requirements.
Day-to-day Ongoing AdministrationTimely reconciliation of your funds backed the industry leading data feed connectivity; so you can see an updated view of your SMSF and track contributions and pensions.
Client Service ManagementClient management to assist with your daily queries backed by a team of SMSF specialists and professional accountants to maintain your funds day-by-day.
Annual Accounts and TaxPreparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.
Technical SMSF SupportAccess to our leading team of experts for your personalised SMSF queries.
Insights and SupportFree webinars, monthly newsletter and access to our leading team of experts for your personalised SMSF queries.
Access Financial ProductsAccess to a range of financial product and service providers at your discretion.
We will prepare any lodge TBAR reports to the ATO in relation to pension commencements and establishments where required.
Flexible Service InclusionsOur range of services give you the flexibility to seamlessly move and adjust as your SMSF needs evolve.
All details about our fees and charges are outlined in the Administration Service Guide and Financial Service Guide
