From $995 p.a.
Digital, value-for-money administration service.
iSaver offers basic administration services and caters for SMSFs holding simple assets such as cash, term deposits and domestic shares.
A competitive price includes activities such as ongoing monitoring of your fund's contributions cap, review of compliance with in-house asset rules, and annual statutory requirements (preparation and lodgement of your annual financial statements, income tax and regulatory returns).
- 24/7 access and up-to-date reporting via our innovative dashboard, available on any device
- Investments must be held through our choice of providers with automated data feeds; one Australian residential property is permitted
- Caters for core administration and compliance activities including tax lodgement
- Additional services are available on request, as outlined in the Financial Services Guide
- Access to education seminars and technical services
Establish a new SMSF with iSaver
Transfer an existing SMSF to iSaver