See what makes Superfund Partners different.

Your SMSF - Your Choice

We do not dictate to our clients what they can invest in and what banks, brokers, investments or investment platforms they need to use. However, where we believe there is a better solution that saves you both time and money, we will point you in the right direction.

Less Paperwork

We are experts at streamlining how your SMSF runs. We have the widest possible range of automated transaction feeds from banks, brokers and investment platforms. This makes it is easier, faster and more cost effective for us to keep your SMSF accounts up to date.

Advice When You Need It

We have an experienced team of tax accountants, SMSF specialists and financial advisers. The right advice is only ever a phone call away, and we encourage you to come and meet with us once a year at no extra cost. We spend more time on strategies that help you squeeze the most from your SMSF.

Simple Fee Structure

Our fixed fee packages are driven by the accounts and investment platforms you use. Where your SMSF falls outside the packages we can tell you how to get everything aligned so you can take advantage of the lower fixed fees that the packages provide.

 

Do you want to find out more?

Talk to us today and discover how we can help you get more from your SMSF.

Find Out More

Superfund Partners is a comprehensive SMSF services business that can guide you through all stages of your SMSF journey.

SMSF Accounts

Every SMSF needs it's accounts done each year - but why does it have to be hard? Our innovative approach makes getting your SMSF compliance sorted a breeze.

SMSF Advice

We deliver what the average accountant can't. With Superfund Partners you have access to a team of specialist advisers to guide you on your SMSF journey.

SMSF Set-up

Thousands of new SMSFs are established every year. Most are set-up incorrectly. With Superfund Partners we guarantee to get you started the right way.

Transfer to Us

Sometimes you simply outgrow your existing accountant or administrator and you need more. Transferring your existing SMSF to Superfund Partners is easy.

Did you know?

Superfund Partners is one of the largest independent specialist SMSF businesses in the country.

Of our clients rate our service 9/10 or above

Of our clients rate our service 8/10 or above

Is our on time lodgement rate with the ATO

Some of our recent articles

Are you ready for retirement? Where to start?

Are you ready for retirement? Where to start?

One of the key challenges for people approaching retirement is adequately preparing for it. The other big challenge is gaining greater confidence in how their finances might look once retired. Getting the right advice helps enormously with this, and likewise beginning the planning process earlier rather than later will reap rewards. What are the stats? A recent survey conducted by Vanguard of more than 5,500 people aged 55-75, across Australia, US, UK and Canada, showed that many reported that they…

An update on what older Australians are spending their money on?

An update on what older Australians are spending their money on?

According to Australian Bureau of Statistics (ABS) figures, goods and services spending grew by 21 per cent in 2015-16 over the 2009-10 figure for households with a reference person between 55-64. In the same period, households headed by someone over 65 years of age saw a spending increase of 22 per cent. So, what are they spending their money on? The below infographic demonstrates some interesting findings from the ABS data as summarised by nestegg.com.au.    

Sharing financial wisdom between the generations

Sharing financial wisdom between the generations

Money know-how can come from anyone, young or old. When it comes to financial wisdom, author and speaker Kylie Travers has taken her lead from the previous generation. Get serious about saving You can’t avoid it. To get on top of your finances you need to save and to save means you have to have financial discipline. Kylie was taught by her parents and grandparents that if you want to look forward to a better financial future, you need to…

Financial Market Update: A review of August’s performance

Financial Market Update: A review of August’s performance

The Australian market had a fair month in August. Mark takes us through the performance across the board to prepare us for what’s to come. Stockmarkets The Australian market had a fair month in August, with the ASX 200 Accumulation Index posting a 0.71% return for the month, which annualises out to around 8.5% which is within a few points of our expected long term returns.  The commodities price was the action sector with Energy shares (+6.07%) delivered the biggest…

Limited opportunity to avoid ‘transfer balance cap’ problems

Limited opportunity to avoid ‘transfer balance cap’ problems

As you know, the superannuation reform announced in the 2016 Federal Budget has been largely implemented. We have busy working with our clients to address all their concerns and working with them to ensure that no rock is left unturned when it comes to their personal circumstance. In regards to the $1.6 million transfer balance cap, there has been an update that we would like to share with you. There are some adverse tax consequences that need to be avoided….

Capital gains withholding, a new threshold  – What you need to know

Capital gains withholding, a new threshold – What you need to know

Capital gains withholding, a new threshold From 1 July 2017, where a foreign resident disposes of Australian real property with a market value of $750,000 or above, the purchaser will be required to withhold 12.5% of the purchase price and pay it to the ATO unless the seller provides a variation (this is referred to as ‘foreign resident capital gains withholding’). However, Australian resident vendors who dispose of Australian real property with a market value of $750,000 or above will…

Property Market Update July 2017

Property Market Update July 2017

The property market, you will probably know that we don’t often comment on residential property. Due to it being such a heterogeneous asset class (the opposite to homogenous) there are pockets performing differently everywhere. However, given that most of us will have some exposure, we have included some observations from SQM Research to update you on the broader market.     Source: SQM Research   Perth and Darwin prices are the only ones showing year on year falls. We recall…

Financial Market Update July 2017

Financial Market Update July 2017

After a big sell-off in May, (-4.01%) the S&P/ASX200 Accumulation index managed a small gain of 0.17% for the month of June. That was better though than Global markets, where the MSCI World index (in Aust Dollars) lost 2.54% for the month. Bond markets sold off during June as interest rates rose, and the A-REIT sector (real-estate trusts) also had a fall, losing 4.51% over the month. In spite of those falls, stepping back a bit to look at the…

The Australian Federal Budget 2017: Getting into property and getting out of property, left field bank hit & investment in infrastructure.

The Australian Federal Budget 2017: Getting into property and getting out of property, left field bank hit & investment in infrastructure.

The Australian Federal Budget 2017: Getting into property and getting out of property, things from left field & investment in infrastructure.   Wow, has this budget got a deal for you! You always want what you haven’t got.  When you’re young you are thinking about schemes to get your access to your super money to buy a house and when you’re old you’re looking for ways to get it back into super. Trust us, we have dealt with clients at…

Federal Budget 2017: The round-up in less than 2 minutes

Federal Budget 2017: The round-up in less than 2 minutes

Scott Morrison has delivered his second Budget, aimed at boosting growth and the government’s flagging poll rating, declaring there are “better days ahead”. Here is a a quick recap of some of the key announcements that affect the individual. To find out more, read our “Government delivers stability in 2017-18 Federal Budget” post or contact the team here at Superfund Partners.  

Minimising complexity essential for super success, says ASFA

Minimising complexity essential for super success, says ASFA

Following the budget, The Association of Superannuation Funds of Australia (ASFA) has said while not as substantial as the landmark reforms in last year’s Budget, this year’s package of superannuation-related measures announced by the government will nonetheless have a wide-ranging impact. ASFA CEO Dr Martin Fahy said ASFA has advocated for the extension of capital gains tax (CGT) rollover relief announced in tonight’s Budget, because it should help support super fund mergers. The government will extend current tax relief for…

Government delivers stability in 2017-18 Federal Budget

Government delivers stability in 2017-18 Federal Budget

Stability and confidence for superannuation is the good news coming out of the 2017-18 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes of the last Budget which take effect from 1 July 2017, this Budget’s minimal changes will result in a period for members to ensure they have the correct strategies in place. The main change impacting superannuation involves allowing people aged 65 and over to downsize their home and gain exemptions to superannuation…

Impact of Super Changes – How are we addressing your advice needs?

Impact of Super Changes – How are we addressing your advice needs?

  Over the last few months, many of our clients have been asking us what they need to do – if anything – following the raft of super changes that were made law in November that come into effect 1 July 2017. Before I explain our approach for working with SMSF trustees impacted by the changes, I need to provide some context around the magnitude of these new laws.   Sustainable means less tax breaks   These changes will impact…

Diverting personal services income to SMSFs

Diverting personal services income to SMSFs

The ATO is currently reviewing arrangements where individuals (at, or approaching, retirement age) purport to divert their personal services income to an SMSF, so that the income is taxed concessionally (or exempt from tax) in the fund, rather than being subject to tax at the individual’s marginal tax rate. These arrangements normally involve the individual’s income being paid to another entity (e.g., a company) which then makes distributions to the SMSF as a ‘return on investment’ (e.g., dividends, where the…

Concessional contribution cap changes: points to consider

Concessional contribution cap changes: points to consider

Concessional contributions are those made with pre-tax income and can come in many forms, most commonly as Superannuation Guarantee contributions made by your employer, Salary sacrificed contributions made on your behalf, or Tax-deductible contributions if you are self-employed. Below, we’ve summarised a few important considerations regarding the cap changes that became law on 29 November 2016.   A lower cap will apply from 1 July 2017 As part of the 2016 Federal Budget, the Coalition government announced plans to reduce…

Can an SMSF have a ‘pot of gold’ as an investment?

Can an SMSF have a ‘pot of gold’ as an investment?

Whether it’s for diversifying the investment pool or even for the trustees fearing the next financial ‘doomsday’ event, a common question we get asked at Superfund Partners is “can an SMSF buy gold? And are there any rules we need to be aware of?”. In short, yes and yes! The first thing to consider is what type of gold we are analysing; are they collectable gold coins or bullion bars?  For the purpose of our blog, we look at bullion…

Real feedback from SMSF trustees we already work with

Just a sample of the feedback we've received from our existing SMSF clients.

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