Services we provide

Superfund Wholesale provides SMSF administration services designed to support advisers.

These SMSF administration services include:

  1. Establishment of new SMSFs (as well as companies, bare trusts etc)
  2. Ongoing administration - i.e. keeping your clients SMSF accounts up to date on a daily basis
  3. Online access to your clients SMSF reports
  4. Annual accounts
  5. Independent audit
  6. Lodgement of the SMSF annual return
  7. Free technical advice from our experience and qualified team

The main features of our services are:

  • It's a white-label offering meaning your clients only ever see your brand and you control the client relationship.
  • Our service is flexible - we are completely agnostic on the accounts, platforms or providers you utilise for your clients investments.
  • We offer a competitive and transparent pricing structure.

 

 

 

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