At a glance
SMSF administration and accounting provider serving trustees, accountants and advisers, with fund establishment, monthly processing and online reporting.
Location / coverage: Adelaide SA and Melbourne VIC; clients across Australia
Availability: Online applications and round-the-clock reporting, with a client manager and office contact options.
Sources: SuperGuardian packages, pricing and inclusionsSuperGuardian Adelaide and Melbourne offices
SMSF services
- SMSF establishment, registrations and rollover assistance
- Monthly reconciliations and transaction processing
- Member benefit tracking and compliance monitoring
- Independent annual audit coordination
- Online reporting, mail handling and client-manager support
Fees and inclusions
- Setup
- $440 individual trustees; $1,370 corporate trustees
- Standard administration
- From $227 per month, including independent audit
- Flexible administration
- From $252 per month, including independent audit
Published amounts include GST. Standard pricing requires an eligible platform. Ask for the full fee schedule, property and pension charges, and all third-party costs.
Fund types supported
- Standard: supported Australian listed investments and term deposits
- Flexible: foreign shares, unlisted funds, private companies, derivatives, artwork and cryptocurrency
Asset and platform conditions apply. Confirm the package and any extra work for your complete portfolio, including borrowing or property.
Information researched from provider websites · . Services and fees may change; confirm current details with the provider.
Important information
This unclaimed profile was compiled from publicly available business information and has not been reviewed by the provider. Inclusion in SMSFMatch does not constitute an endorsement. Confirm credentials, services and suitability independently before engaging a provider.
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