There are some questions we hear a lot, so thought we'd put the answers in one place!

Running your own SMSF can be a daunting task with very strict ATO rules on compliance and investments. Providing fixed fees gives our clients peace of mind about the cost of administration for their SMSF and also gives them ongoing access to SMSF Expert who are on hand to answer any questions that may come up regarding the SMSF.

Generally, no addtional charges applies unless we order any external document like Actuarial certificate or land title search on your behalf. This additional document will be charged additional

Ask us! The main reason for setting up your own SMSF is to take a control over the fund and invest your balance the way YOU want. However there are very strict rules on how superfund money can be invested and it is YOUR responsibility to ensure you comply with these rules. If you ask us, we’ll give you the answers so your SMSF is always compliant

We can work with any bank or broker you may choose to open an account or invest with. It’s your SMSF & you are in control of which bank/investment advisor you use. We are flexible with the types of documents and records we can use for processing your accounts and do not impose our preferences on our clients.

You do not need to set up a new fund as we can take over all the annual compliance for your existing superfund. Once you have signed up with us, we will require your prior records from your former accountant. We will be able to contact your former accountant to arrange this.

There are no lock-in contracts or minimum terms with our service. We want our clients to use us because they want to, not because of a legal obligation!