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Operating a self-managed superannuation fund (SMSF) can be a complex and confusing process. There are a number of compliance regulations that need to be met, and the consequences of getting something wrong can result in losing assets from the fund.

Our dedicated team of SMSF experts and advisors can support you by providing administration services for your fund. We draw upon our knowledge and experience and use industry-leading administration software to provide a comprehensive service.

We provide individualised service, tailoring our self-managed superannuation administration services to suit your specific goals and requirements.

Speak to our experts about our self-managed superannuation administration services.

Access to accurate data, whenever you need it

Our software accepts electronic data directly from most financial institutions, brokers, and investment platforms ensuring an efficient process. The data is processed regularly to determine the member’s balances at any given time, as well as quick access to event-based reporting and the ability to easily transfer between super funds.

Having access to data that is accurate and up-to-date ensures that you and your advisors are able to make informed decisions, especially in relation to contribution planning and strategies.

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Meet the Experts

Speak to our experts about SMSF administration