Why choose Finlife Advice for your Self Managed Super Fund

Administration Services for your fund administration?

1. Personalised support;

You’ll be assigned a dedicated Client Relationship Manager who will coordinate your fund's administration and act as your primary point of contact. All financial product advice is provided exclusively by Mr Chandar Varadhan, our authorised adviser.


2. Trusted expertise built over 20 years of helping families manage their SMSF's:

Our administration technical team keeps our processes up to date with legislative changes and liaises with the ATO on technical matters to support accurate fund administration. This proactive approach helps keep your fund compliant with current regulations and aligned with industry best practises.


3. Clear fixed SMSF Administration Fees - no hidden admin charges;

Our transparent pricing covers the administration services we provide. Other SMSF related costs (e.g., audit and investment fees) are not included and may apply separately.


      Packages;

  • Standard:

Suitable for funds with specific, straightforward investments,

such as bank accounts and limited trading platforms.


  •   Gold:

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

property, shares and wrap platforms.

Approximately 80% of funds fall into this category.


  •  Platinum:

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 Administration Review: Supporting you to keep your SMSF records accurate, compliant and up to date. We also explain recent rule changes and provide information you may wish to raise with your licensed adviser.
  •      Timely Preparation of Financial Statements and Tax Returns:
  •      Keeping your fund up to date and compliant.
  •      Independent Annual Audit: Each year a SMSF auditor independently reviews your fund's records to assess compliance and integrity.
  •      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 Finlife for your

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 compliance success.


General Advice Warning: This information is general in nature and has been prepared without taking into account your objectives,

 financial situation or needs. Consider obtaining professional advice before making any financial decisions.


Finlife Advice Pty Ltd (CAR 1289197 of Templestone Financial Services, AFSL 523831) provides administration and client support services.

Financial product advice is provided by Adviser Chandar Varadhan (Authorised Representative No. 001239623)

on behalf of Templestone Financial Services Pty Ltd AFSL 52383.