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

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…

3 money apps for Millennials

3 money apps for Millennials

Don’t let the title fool you, even if you are not a Millennial you may benefit from these fantastic apps. These tools could help you save for your first home, new car or your next holiday adventure. But most importantly, they can help you build your wealth which seems to be an area that millennials are struggling with the most.             GoodBudget is a budgeting app that allows the user to create a budget that…

What are the average costs of running an SMSF?

What are the average costs of running an SMSF?

The perceived high costs involved with running your own fund can sometimes be the determinant factor for many people, especially when considering if having an SMSF is right for them. In addition to this, the first question I get asked from prospective clients is “what are your fees?”. It’s a legitimate question and is usually the catalyst for trustees to change administration providers, that and the lack of perceived value they are receiving for that cost. Being in this industry…

ATO issues further guidance on related party borrowing (LRBAs)

ATO issues further guidance on related party borrowing (LRBAs)

On issuance of the Practical Guidance in June this year for related party borrowings, the ATO acknowledged that further information was needed. Recently, the ATO released Tax Determination 2016/16 which dealt with the subject of when a limited recourse borrowing arrangement has not been entered into on arm’s length terms. The core principal at the heart of the release of the information from the ATO is that all dealings between a related party of the SMSF and the SMSF must…

Top 4 places to retire in Australia

Top 4 places to retire in Australia

For some, retirement is drawing near and it is time to start planning where you want to set up camp. There are so many amazing places down under which makes it very hard to select just a handful of top spots to retire. So, we asked our team members what they thought and they came up with 4 great locations that you might be already considering. Let’s take a look! #4 The Hunter Valley. Hmm…wonder why this made the list?…

Non-Concessional Super Contributions – Where are we now?

Non-Concessional Super Contributions – Where are we now?

With the Government abandoning its policy to introduce a $500,000 lifetime cap for non-concessional contributions are you clear on what non-concessional contributions you can make to superannuation now? Non-concessional contributions are contributions that are made to super from after-tax income or savings. Instead of going forward with its proposed $500,000 lifetime cap on after-tax contributions, (with a retrospective counting of the last ten years) the Government has decided to go back to the current rules for after-tax contributions but with…

5 apps to help manage your SMSF

5 apps to help manage your SMSF

Australia has one of the highest levels of smartphone penetration in the world and there is an increasing array of very useful tools and apps freely available to help us manage all aspects of our financial lives. In this article, I’m going to share the top 5 apps that can make managing your SMSF a breeze.   Macquarie Mobile Banking A great bank account is central to every SMSF and all banks have their own dedicated smartphone apps. I am…

Partners Express: Coalition dumps $500,000 lifetime superannuation cap

The federal government has made some big changes to their superannuation package, including dumping the $500,000 Super cap. USEFUL LINK http://treasury.gov.au/SuperReforms

August 2016 Partners Wrap up

August 2016 Partners Wrap up

Chloe Ward chats about the budget, non-concessional contribution caps and wraps up the month as we all prepare for the election that is just around the corner.

Proposed $1.6m pension cap not all bad news

Proposed $1.6m pension cap not all bad news

Effective from July 1, 2017, the government intends to place a $1.6 million cap on the amount of superannuation that you can retain in, or transfer to, a super pension account. The government released an exposure draft of the proposed legislation for this measure on 27 September 2016. Final legislation is expected to be passed before the end of 2016. This proposed budget change capping pension balances (and therefore limiting the corresponding tax exemption available) to $1.6 million has caused…

Data feeds: making life easier

Data feeds: making life easier

Do you want to make your life easier, your superfund compliance easier and of course help make the administration of your superfund easier? We go on and on about data feeds and the important role they play in your superfund’s administration and we are now finally starting to see this also flow across to the audit of superfunds. Less paperwork How would you like to travel around and get on with life, not having to worry about being home or…

Solution to Improving Adult Financial Literacy

Solution to Improving Adult Financial Literacy

I was interested but not necessarily surprised to read two articles this week relating to financial fortunes of the general Australian population. The first article talked about financial literacy, where a study by Zurich and Oxford University found that Australia ranked near the bottom of the tables. In the second article, a study by the Actuaries Institute found that almost a third of Australians are in danger of running out of money because they are drawing too much out of…

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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