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Explore iSaver features

Put simply, you invest and we do the rest.

 

The digital home of your SMSF

Our online dashboard provides you with 24/7 access to your fund.

It also enables easy collaboration with our team to monitor your SMSF compliance, investments, contributions and pension requirements.

 

 

icon-24-724/7 Online Access

Our online dashboard enables easy collaboration with our team to monitor your SMSF compliance, investments, contributions and pension requirements.

icon-day-to-dayDay-to-day Ongoing Administration

Timely reconciliation of your funds backed the industry leading data feed connectivity; so you can see an updated view of your SMSF and track contributions and pensions.

icon-dedicatedClient Service Management

Client management to assist with your daily queries backed by a team of SMSF specialists and professional accountants to maintain your funds day-by-day.

 

 

annual-accounts-and-taxAnnual Accounts and Tax

Preparation of annual financial statements, SMSF annual tax return and independent audit provided by our audit partners.

icon-tech-supportTechnical SMSF Support

Access to our leading team of experts for your personalised SMSF queries.

icon-insights-supportInsights and Support

Free webinars, monthly newsletter and access to our leading team of experts for your personalised SMSF queries.

 

 

icon-access-linkedAccess Financial Products

Access to a range of financial product and service providers at your discretion.

icon-event-based-repoting
Events-based Reporting

We will prepare any lodge TBAR reports to the ATO in relation to pension commencements and establishments where required.

icon-flexible-serviceFlexible Service Inclusions

Our range of services give you the flexibility to seamlessly move and adjust as your SMSF needs evolve.

Let's get started

To establish your fund you will need:

✓ A name for your SMSF

✓ Personal details for each member including tax file numbers

✓ If you intend to use a corporate trustee, the name you would like to use for this company

✓ Identification documents for yourself and each fund member, eg. driver’s license, Medicare card, passport

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