SMSF Administration

Our superannuation system is very generous and provides for many tax benefits, however, there are also rules and regulations that must be followed by trustees. Your adviser will keep you notified of all regulatory requirements and provide the reports and documents to make your job easy. 

We manage your SMSF using state of the art cloud-based technology (Class Super) giving you access to information about your investments and your fund at any time, even on your mobile device. Class Super can upload transactions from your bank account, your broker and the Australian Stock Market, to keep your fund's information up to date throughout the year.

Our advisers are registered SMSF auditors, so audits are performed in-house by an independent auditor. This saves time and money. All our processing occurs in house, no outsourcing at all.

Services we provide include:



• Advising trustees of their responsibilities
• Preparing financial statements and tax return for SMSF
• Superannuation audits
• Advice on compliance matters
• Advice on taxation benefits