About Us

Our Vision

Our vision is to become one of Australia’s largest independent SMSF specialist service providers by delivering excellent customer service and helping to maximise and protect the financial wealth and freedom of our clients for their retirement.

We’re well on our way to achieving our vision, ranking in the top 10% of fund administrators Australia wide.
In all we do, we’re guided by a strong set of values.

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Quality

In an area that has significant penalties for non-compliance, we continually provide a high level of quality advice and service to our clients.

Innovation

We are interested in making super easier for our clients through providing innovative technology options.

Passionate

We’re focused and passionate about the retirement goals of our clients.

Professional

By knowing the ins and outs of SMSFs, we can make them simple and effective for our clients.

Fun loving

We understand that your financial future is serious, but we also have a bit of fun along the way.

Teamwork

We know that by working together we can deliver the best results for our clients.