SMSF specialists with complete back-office solutions for SMSF trustees, accountants and advisers.
Since 2012, our team of SMSF specialists has been providing a comprehensive range of flexible administration packages and professional and friendly service to our network of SMSF accountants and financial advisers.
Our clients are SMSF specialist accountants and advisers. They can focus on providing value-added services to their self-managed super fund clients while we take care of their back-office compliance and SMSF administration needs. They outsource non-core work to us while remaining in control of their client relationships.
We now also offer a full-service administration package directly to trustees of self-managed superannuation funds.
We are local SMSF specialists who understand your needs and offer a flexible combination of SMSF services that will serve you best. We use technology to streamline processes and improve your efficiency, and we back our service with a team of professionals chosen for their specialist SMSF knowledge and expertise.
You can choose from one of our packages and add more services if you need them.
There are fixed costs per service. You know what you will pay and are not restricted by the number of transactions or the size of the self-managed superannuation fund. Bundling services together is a very cost-effective option for an SMSF specialist.
We have dedicated account managers who provide free technical support to the accountants and advisers we work with.
Our economies of scale mean that we can provide these services to you at a fraction of the cost of doing it yourself.
SMSF Engine helps you take charge of your self-managed super fund. We offer a complete Daily Plus administration solution to SMSF Trustees. We make sure you meet your taxation obligations and claim your superannuation benefits according to Australian Taxation Office requirements. We monitor compliance with other regulations to protect your retirement investments and future pension income.
And if you are just setting up a self-managed superannuation fund, we can help with establishment and deed services too.
We are local professionals, with offices in Sydney and Melbourne. We are trained in SMSF compliance for Australian super funds and fully understand the requirements and expectations of our clients.
We are readily available in the same time zone and can quickly respond to clients who have technical problems and want answers that they can understand.
We are part of an ASX Listed Company, and are focused solely on providing specialist SMSF services. We do not have any conflicts of interest and do not have any interest or incentive in providing you with additional products.
We use cloud-based technology and an easy-to-use online portal to streamline processes and improve your efficiency.
Several documents are needed to successfully complete a set of SMSF accounts. They include actuarial certificates, residential property valuations, title searches, minute templates or a fund investment strategy.
Our document management processes and various checklists and templates save you time and energy and make it easy to source whatever you need.
We provide a wide range of resources – see our helpful videos, user forms and FAQs.
All your annual compliance requirements, including audit. PLUS 24/7 access to Clients, Trustees and Advisers.
Comprehensive SMSF compliance service including fund annual financial statements, tax returns and member statements.
Standalone audit, fund establishment, property valuation, title searches, actuarial certificates and more.
Alex has a Bachelor of Commerce from Deakin University, a CA, and a Dip Ed in Financial Planning. Alex has held senior roles at several SMSF businesses, giving him the experience required to serve our clients.
Duc has been specialising in Tax and SMSF consulting since 2007. He completed a Bachelor’s with a Commerce/Arts Degree at Monash and then took several industry roles specialising in tax and accounting advice.
McGing Advisory & Actuarial (MGAA) is a boutique consultancy providing a personalised actuarial and consulting service to directors, senior leaders and executives, and support teams.
Baumgartner Superannuation has been the endorsed SMSF auditor for the NTAA. Bamgartners adhere to Baumgartners meet the Australian auditing standards and the ethical requirements Baumgartners pride themselves on their professionalism and integrity.
Based in Melbourne, Constitute specialise in assisting advisers to help their clients. As the legal structures’ specialist for its adviser network, Constitute provides state of the art companies, trusts and superfund products and services exclusive to the advice market.
NTAA Corporate is an Incorporated Legal Practice. Their in-house solicitors oversee the establishment of and variations to Self Managed Superannuation Funds. NTAA Corporate also specialises in the establishment of Companies and Trusts.
NTAA Corporate is one of our important partner firms, and has been providing excellent products and customers services to NTAA members since 2003
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