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Features

We make looking after your SMSF easy.

Start with a FREE consultation call for a New SMSF Setup or our FREE SMSF Health Check for existing Funds. We can discuss your circumstances and needs and explain our fees and services. We can demo our platform online. Once you are happy, you can setup up a fund using our online web form. We can provide you with advice on your SMSF Setup or you can instruct us to setup your fund and you’ll get to manage your SMSF in the cloud, saving you time and money.
How it works

Consultation

  • Call us to discuss your SMSF setup needs
  • Complete your trustee education course
  • Sign up and pay your setup fee

Instruct Us / Get advice

You can seek independent Advice or Tell us What You Want

SMSF Setup

  • Once you complete your fund online application, we will guide you through our 3 setup phases
  • Trustee company setup fund ABN / TFN
  • CBA cash account setup rollover super
  • Legal documents – deed, minutes, investment strategy, nominations, compliance check

SMSF Management

Each year we will complete your SMSF’s key compliance tasks

  • Audit the fund
  • Complete the funds tax return and financials
  • Provide online storage, data and support
smsf ebooks

Free SMSF GUIDES

SMSF Investment Services

Invest in any of the following
assets with your SMSF

DIRECT PROPERTY

EFT’S / MANAGED FUNDS

24/7 REPORTS & FILE
STORAGE

INSURANCE

SHARES & OTHER LISTED
SECURITIES

CASH

BITCOIN INVESTMENT

GOLD INVESTMENT

DIAMOND INVESTMENT

AVERAGE RETAIL
/ INDUSTRY FUND FEE

1 MEMBER
$ 1000,000

0.92% = Not tax-deductible
*source: Apra quarterly superannuation performance statistics 29 May 2018

MYSMSF

SMSF Admin + Support + Education

1-4 MEMBER
$ 1000,000

$ 1,100 annual fee**
Tax deductible
**excludes ASIC Fees and ATO Levy
Got questions?

Give us a call or send an email
by using the Contact Us
section below!

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Satisfied Users

What our clients say.