Superfund Wholesale provides SMSF administration services designed to support advisers.
These SMSF administration services include:
- Establishment of new SMSFs (as well as companies, bare trusts etc)
- Ongoing administration - i.e. keeping your clients SMSF accounts up to date on a daily basis
- Online access to your clients SMSF reports
- Annual accounts
- Independent audit
- Lodgement of the SMSF annual return
- 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.