SMSF Software and Administration for Trustees

Stay in control without the stress - making life easier for SMSF trustees.

The challenge for SMSF trustees

Running your own SMSF fund can give you greater flexibility and control over your retirement savings. However, taking care of all the essential administration tasks and maintaining compliance can be time-consuming and complex.

Make running your SMSF a breeze

Our experienced team and innovative technology platform equips you with the tools you may need to manage and grow your retirement savings, while still retaining full control over your SMSF.

Our services 

Access real-time information about your SMSF

Through our innovative technology platform, you’ll be able to view information about your SMSF 24/7 from any device. Access to:

  • investment overview and performance reports
  • whether your fund is within its investment objectives
  • the contribution caps monitor
  • the pension monitor
  • member data, balances and reports
  • the latest annual compliance reports.

Essentially, our dashboard gives you a clear picture of your SMSF, so you can stay in touch and in control.

Which admin service is right for you?

Find out