Why we’re different

SMSF Expertise

When you work with our self-managed superannuation team, you choose the level of service you want and then we blend your retirement vision with our passion and expertise to create a great outcome.

Let’s face it, the regulation and compliance around SMSFs gets bigger each year. Based on your needs, we can expertly take this headache away from you. Not just making sure you are compliant, but also by offering bookkeeping and planning assistance options should you need them.

h

Our fixed fees mean that unexpected bills are a thing of the past

Our fee packages ensure that your compliance needs are catered for at a fixed price.  This includes annual, quarterly or monthly payment plans to help you manage your cash flow. There may come a time that work will need to be done outside of what is included in the fee package. In these instances, we will contact you to discuss what fees may be incurred. We’re open and upfront, so you’ll know exactly where you stand. To find out more about our packages click here.

Value for money

We believe our fees are competitive; they are not the most expensive, nor the cheapest.  At a time where there are plenty of SMSF administrators offering low cost fee packages, you may ask – why should I pay more?

Our work is carried out by qualified Australians in Australia.

We don’t outsource overseas because we don’t believe in putting your information at risk. Many low cost services say they’re Australian, but still outsource.

You can choose the types of Super Investments you want.

Again, many lower cost services either limit the types of investments you can hold or require you to use their products that they earn commission on. When you choose us, you can either have limited investment options (which we don’t earn commission on) for a lower rate or more flexibility.

We offer a complete service.

To give you piece of mind about your funds, we not only take care of your end of year compliance requirements, we can provide investment advice and an annual review of your investment strategy. You get to choose the level of support you need.

We’re here to help you every step of the way.

You have the ability to engage with a specialist SMSF professional when you need them. We’re just a phone call away.

Our specialisation and qualifications in SMSFs give you the security of knowing that we are experts in our field and have the proper infrastructure, systems and procedures to ensure a high quality of service that offers you value for money.

Our self-managed superannuation fund specialists are highly qualified

SMSF regulations and reporting requirements are complex, and dictate the need for experienced, trained staff. You can relax and trust that your fund will meet all the reporting requirements and avert the penalties imposed by the Australian Taxation Office (ATO) for non compliant funds.

U

Advice and assistance on technical issues

You are welcome to contact us at any time should you have questions about the running of your fund and how the rules apply to certain situations you may wish to explore. We want you to get the best out of your superannuation fund and in turn, the best out of your retirement.

We are passionate about your superannuation and want you to enjoy your retirement!

Yes, some people might think we’re mad but we are truly passionate about superannuation and making it work for you.

w

We understand your situation

Where you are now and where you want to go. We take the time to understand your situation to help you achieve your financial and retirement goals.

}

24 x 7 Access to our Online Reporting Tool

It’s 8.00 pm on a Sunday night and your mind is on superannuation. How is my superannuation going? How much is it worth?  How much can I contribute? Our self-managed superannuation secure online portal is available for you whenever you need it. The portal has the features that will allow you to answer those questions at the click of a button.