Why choose a Self Managed Super Fund

& Admin Services for your fund administration?




1. Personalised support from experts who know your fund inside out

You’ll be assigned a dedicated Client Relationship Manager who will work closely with you, proactively identifying both opportunities and risks specific to your fund. The administration team is backed by experienced accountants and technical specialists, ensuring every aspect of your SMSF is expertly handled.


2. Unmatched technical expertise

The administration technical team not only educates other professionals but also consults directly with the ATO and advises on legislative changes. This ensures that your fund is always in compliance with the latest regulations and benefiting from best practices.


3. Transparent fixed pricing based on your fund’s complexity

Flexible administration packages to meet the unique needs of your SMSF, with transparent pricing and no hidden fees. User-friendly online portal provides full access to your fund’s information, empowering you with real-time insights and the ability to self-manage where desired.


      Packages


  •    Streamlined:

Suitable for funds with specific, straightforward investments,

such as bank accounts and limited trading platforms.


  •    Standard:

Ideal for most SMSFs, covering typical investments like cash, term deposits,

property, shares, and wrap platforms.

Approximately 80% of funds fall into this category.

 

  •   Advanced:

For funds with more complex holdings, including collectables, cryptocurrency,

foreign assets, extensive property portfolios and private trusts or companies.


4. Comprehensive services included in all packages

  •        Annual Compliance and Strategic Review: Helping you optimise your

              fund and ensure you’re taking full advantage of your SMSF.

  •      Timely Preparation of Financial Statements and Tax Returns:
  •      Keeping your fund up to date and compliant.
  •      Independent Annual Audit: Ensuring the integrity and compliance of your SMSF.
  •      Online Access: 24/7 access to fund documents and detailed information

              through the secure portal.

  •      Proactive and Dedicated Support: Your Relationship Manager will

              provide ongoing guidance and updates throughout the year.


By choosing a Self-Managed Super Fund & Administration Service

you’re selecting a partner that not only provides administrative ease

but also ensures your SMSF is positioned for long-term success.