Best SMSF Solutions

Looking for a reliable and efficient way to manage your retirement funds? Look no further than Self Managed Super Funds!
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About SMSF AU

Professional SMSF Solutions

At SMSF AU, we offer top-performing SMSF solutions to help you take control of your retirement savings and achieve your financial goals. With our expert advice and support, you can enjoy greater flexibility, control, and transparency over your investments, while also minimizing costs and maximizing returns. Discover the benefits of Self Managed Super Funds today!

5+

Years In Business

1.5K

Happy Clients

2K+

Projects Completed

25+

Trained Staff

At SMSF Au, we offer a range of Self Managed Super Funds services to help you take control of your retirement savings and achieve your financial goals.

Our Services

SMSF Establishment And Management

We provide expert guidance on setting up your SMSF, including trustee appointment, compliance obligations, and investment strategy development. We also offer ongoing support and management services to ensure your SMSF stays on track.

Investment Strategy Development

Our team of investment experts can help you develop a customized investment strategy that aligns with your goals, risk appetite, and financial circumstances. We'll work with you to identify suitable assets and investment opportunities, and monitor your portfolio to ensure optimal performance.

Compliance And Regulatory Support

As an SMSF trustee, you have a range of compliance and regulatory obligations to fulfill. Our team of experts can help you navigate these requirements and ensure that your SMSF remains compliant at all times.

Portfolio Management And Reporting

We offer comprehensive portfolio management services, including asset selection and allocation, performance monitoring, and regular reporting. Our team uses cutting-edge technology and analytics to help you make informed investment decisions and achieve your financial objectives.

Estate Planning And Succession

We can assist with developing a comprehensive estate plan that ensures your wealth is distributed according to your wishes. We also offer succession planning services to help you plan for the future of your SMSF and ensure a smooth transition of assets.

Pension And Retirement Planning

Our team of retirement planning experts can help you plan for a comfortable and financially secure retirement. We offer a range of pension and retirement planning services, including advice on pension products, retirement income strategies, and tax planning.

Why Choose Us

Six Reasons For People Choosing Us

Expertise

Our team of SMSF specialists and advisors have years of experience in the industry and are committed to staying up-to-date with the latest trends and regulations.

Customized Solutions

We provide customized SMSF solutions tailored to your unique needs and investment objectives.

Technology-driven

Our use of cutting-edge technology and analytics enables us to offer real-time portfolio monitoring, reporting, and analysis.

Compliance-focused

We are committed to ensuring that your SMSF remains compliant with all regulatory and legal obligations.

Exceptional Customer Service

We are dedicated to providing exceptional customer service and support, and will go above and beyond to ensure that you are satisfied with our services.

Transparent Fees

Our fee structure is transparent and easy to understand, with no hidden costs or charges.

We Are Business Who Cares, And it Shows

“4.9 STARS” RATINGS AND CLIMBING

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10 reviews

Testimonials

People Say The Nicest Things

4.5/5
Ryan Wymark

Amusement machine repairer

I was lucky enough to come across Self Managed Super Funds. From the very beginning, their team was knowledgeable and professional, and they made the process of setting up my SMSF easy and stress-free. I can confidently say that their ongoing management of my fund has been outstanding, and I highly recommend them to anyone looking for a reliable SMSF management company.
4/5
Dominic Galway

Library clerk

Self Managed Super Funds has been a game-changer for my retirement savings. As someone who wanted more control over my investments, their team helped me set up my SMSF and provided invaluable advice on how to optimize my portfolio. I have been blown away by their level of service, professionalism, and commitment to ensuring the best possible outcomes for their clients.
4.5/5
Henry Pugliese

Bibliographer

I have been a client of Self Managed Super Funds for several years now, and I couldn’t be happier with their services. Their team is always available to answer my questions and provide expert advice on how to make the most of my SMSF. I highly recommend Self Managed Super Funds to anyone looking for a reliable and trustworthy SMSF management company.
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You Can Find Us At

Suite 2, 54 Davis Avenue South Yarra VICTORIA 314
Phone: 1300 781 680
Email: yannick@smsfloanexperts.com.au

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