Why smsf365
How we help your self-managed super fund thrive
What You'll Get Working With Us
As SMSF experts, we’re here to help you grow your nest egg.
From deciding if an SMSF is the right fit for your investment goals through to setting up, managing and helping grow your superannuation, we’re with you every step of the way.
One Stop SMSF Shop
- Provide the whole package when it comes to SMSF including Financial Planning
- Don’t need to juggle numerous third parties
- Manage your mail and all superannuation related correspondences.
- Access to a broad referral panel list – mortgage broker, lawyer, financial planners and/or external auditor
Everything Done In-House
- Administration, processing, reporting, document services, monitoring and compliance
- Thorough understanding of what’s happening with SMSF accounts
- Take care of all the important things – tax and compliance and succession planning for your SMSF so client doesn’t have to
- Data security and privacy of client information
Access What You Need, When You Need It
- 24/7, 365 day a year access to fund information and SMSF documentation by way of on-line access to data
- Shared dropbox folder with clients containing all scanned investment documents & tax documents is available at all times
- Access to technical support and advice
Timely Reporting
- Real time reporting data through our client dashboard
- Complete quarterly or annually reporting as required
- Depending on the investments held, superfund transactions are updated daily, monthly or quarterly
Friendly and Approachable Expert Team
- Guide you through your retirement journey
- Supporting you in all stages from SMSF set up, moving into retirement and retirement itself
Communication is Key to our Relationship with You
- Monthly newsletter that updates you on SMSF changes
- Notifications and alerts for key milestones like approaching contributions cap and meeting minimum pension requirements
- Always kept up to date on what’s happening
Tailored to Suit Your Needs
- Clients’ needs are all different
- Offer several pricing models to choose from depending on your goals
Testimonials
What our customers say about SMSF365
"Without SMSF365, my superannuation would be a total mess. Now it's all sorted out and I can't thank you enough!"
Mary
SMSF Setup
"I would recommend SMSF365 to anyone interested in running a SMSF! They were fantastic to deal with."
John
SMSF Setup
"Thanks guys, keep up the good work! They made the process of setting up an SMSF for myself and my husband so easy."
Jane
SMSF Setup
Take control of your financial future
Make the first step by booking a free consultation with one of our experts.