Existing SMSF Takeover

An easy, low-cost way to take advantage of our team’s expert advice with your existing SMSF


MANAGING YOUR EXISTING SMSFTake full advantage of the benefits of managing your SMSF with us.

We not only provide services that can better assist you in reaching your financial goals, but the process of transferring your funds is easier than ever through our streamlined in-house application and network of experienced industry professionals.

With a “done-for-you” accounting and compliance system, our team can remove the significant reporting headaches seen in most SMSF structures. With integrations to  our cloud reporting platform, our team of specialist advisors and a network of expert accounting partners we can provide easy rollover and management.

01SMSF Consultation & Analysis

An SMSF Specialist looks at your current setup and your individual roll-over requirements

02Compliance Check & Management Strategy

Our team builds a custom management strategy for your SMSF and confirms compliance

03Online dashboard & Ongoing Management

We handle all aspects of accounting and tax compliance, and prepare your online access dashboard

MIGRATE YOUR SMSFContact us for an individualised SMSF management strategy

Before proceeding further, a specialist SMSF Advisor will discuss your current SMSF with you over the phone.

You can then complete initial compliance documents over secure online forms and via physical mail, which are then submitted to our trusted accounting partners for processing. Typically we can expect to hear the results of an application within 14 business days of completion of all required documents.

Moving an existing SMSF structure over to us doesn’t have to be a headache – we’ve made sure our online application system is streamlined and have built a network of expert accounting partners who can provide quick turnaround on all compliance and accounting documentation.

Perfect for family trusts or where an SMSF is used for significant investment portfolios, letting our team handle the management of your existing SMSF structure can significantly reduce the anxiety associated with ATO/ASIC compliance and accounting.

Because we are an online-first company, our integration with our online reporting cloud platform allow us to significantly reduce our overheads – meaning we can pass on the savings to produce some of the cheapest management packages in the industry as well as to integrate some key benefits including:

  • An easy accounting and submission process with a network of qualified and efficient partner companies who handle all annual accounting and compliance documentation.
  • Ability to switch your investment strategies through the online dashboard and utilise advice from our Superannuation Specialists.
  • A self-managed dashboard for access to all areas of your superannuation performance

SMSF MANAGEMENT CONSULTING FEESWith streamlined business processes we have some of the most competitive fees in the industry

SMSF Formation Package w/ 1st Year Compliance and Accounting
  • SMSF Formation
  • ASIC/ATO Compliance
  • Online Dashboard
  • Investment Strategy
  • Yearly Accounting
For Existing SMSF w/ 1st Year Compliance and Accounting
  • Fund Rollover
  • ASIC/ATO Compliance
  • Online Dashboard
  • Investment Strategy
  • Yearly Accounting
An outsourced accounting strategy for established SMSFs
  • ASIC/ATO Compliance
  • Yearly Accounting
  • Investment Strategy
  • Renewal & ASIC Fee
  • All-Inclusive - No Hidden Fees
per year