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

Code of Conduct for Commercial Tenancies including SMSFs

Code of Conduct for Commercial Tenancies including SMSFs

The National Cabinet has agreed to a mandatory code of conduct for commercial tenancies. The code will be guided by a set of principles, developed and legislated by State and Territory governments and apply to commercial landlords including SMSFs. Tenants who participate in the federal government’s JobKeeper assistance and have a turnover of less than $50 million will be protected by the code.

Can you sign a Will electronically?

Can you sign a Will electronically?

With social distancing restrictions from COVID-19 impacting almost every aspect of our daily lives we’ve been asking how estate planning can be validly completed and whether it’s possible to sign a Will electronically? Christina Wolfsbauer from Intello Legal outlines how you can still complete or update your SMSF estate planning during the COVID-19 restrictions.

Upcoming SMSF Lodgement Dates 2020

Upcoming SMSF Lodgement Dates 2020

There are a number of important SMSF lodgement dates 2020 that are upcoming across April, May and June 2020.  It’s also possible that the ATO may allow a lodgement extension for 2019 SMSF annual returns to assist tax practitioner businesses impacted by COVID-19.

Vary SMSF PAYG Instalments

Vary SMSF PAYG Instalments

PAYG instalments is a system that helps taxpayers manage expected future tax liabilities on their SMSF income for the current income year by making regular payments in advance. To assist taxpayers experiencing financial difficulty as a result of COVID-19, the ATO is enabling tax payers to vary SMSF PAYG instalments without penalty for the current financial year due to the economic impact of the pandemic.

SMSF Rent Relief for Related Party Tenants

SMSF Rent Relief for Related Party Tenants

The ATO has announced it will not be taking compliance action for the 2020 and 2021 financial years where an SMSF provide rent relief to a related party business leasing commercial property from the fund. So if your business has a lease agreement with your SMSF for it’s premises / property being forced to pay market rent at while being impacted by Coronavirus is one less thing for business owners to worry about.

FAQs SMSF Minimum Pension Reduction 2020-21

FAQs SMSF Minimum Pension Reduction 2020-21

What is my new minimum pension for 2020? Can I put amounts in excess of the reduced minimum pension back into my SMSF? Can I treat payments above the reduced minimum pension amount as lump sums?  There are many questions about the SMSF minimum pension reduction 2020-21 and this article answers most of the common questions.

FAQs on Super Early Release for SMSFs $10k Coronavirus

FAQs on Super Early Release for SMSFs $10k Coronavirus

Due to the large number of inquiries we’ve received on this topic, we’ve put together some FAQs on Super Early Release for SMSFs to provide quick answers to key questions about the $10,000 Coronavirus early release of superannuation.

$10,000 Coronavirus Superannuation Payment

$10,000 Coronavirus Superannuation Payment

Those suffering hardship due to the Coronavirus pandemic will be able to access a $10,000 Coronavirus superannuation payment this financial year 2020, and another $10,000 next financial year after 1 July 2020. The payments are expected to be available from 20 April 2020 and will be able to be applied for online via myGov or via the ATO for a payment to be made from an SMSF.

SMSF Minimum Pension 2020 Drawdown Relief

SMSF Minimum Pension 2020 Drawdown Relief

The Government has reduced the required SMSF minimum pension 2020 draw-down rates for all superannuation pensioners including SMSFs for the current financial year 2019-20 and the next financial year 2020-21. Draw-down rates for account based pensions are normally 4% per annum for people under 65 an increase as pension recipients age. These rates have been halved for the 2020 financial year and the 2021 financial year to 2% for those people aged 64 or under and 2.5% for those between…

Legally Accessing Super Early via an SMSF

Legally Accessing Super Early via an SMSF

There are a number of ways of legally accessing super early via an SMSF. These strategies are useful in times of economic disruption such as the current disruption relating to the Coronavirus (COVID-19) pandemic. Illegitimate early access of super monies via an SMSF is still illegal and carries with it heavy fines as well as potential civil and criminal penalties.  Seeking advice from a specialist SMSF adviser is essential. Legally Accessing Super Early via an SMSF The key strategies for…

SMSF Diversification Strategy – are you on top of your obligations?

SMSF Diversification Strategy – are you on top of your obligations?

Are you questioning your obligations and requirements aligning with your SMSF diversification strategy? The Australian Taxation Office has recently mailed around 17,000 SMSF trustees with a ‘please explain’ letter. The target was a batch of funds that have more than 90% of their assets in a single asset class. In many uninformed sectors of the media there was a tendency to report the issue in such a way that implied that having a single asset, or more than 90% of…

Can my SMSF invest in gold and silver bullion?

Can my SMSF invest in gold and silver bullion?

Yes – your SMSF can invest in gold and silver bullion and other precious metals as part of your investment strategy however there are a number of rules that you must comply with. Importantly, an SMSF investment in gold or silver bullion valued entirely on the spot price of the precious metal. Gold bullion is not a collectable therefore the strict rules around SMSF collectibles do not apply. Gold and silver collectible coin investments versus physical gold The value of…

Is your SMSF investment strategy meeting diversification requirements

Is your SMSF investment strategy meeting diversification requirements

The ATO has sent a letter titled ‘Is your SMSF investment strategy meeting diversification requirements’ to 17,700 SMSF trustees highlighting concerns with the lack of diversification and threatening an administrative penalty of $4,200 may be payable if your SMSF fails to meeting the diversification requirements under the relevant superannuation laws. A sample of this letter is available here (opens in new window): https://www.superfundpartners.com.au/ato-investment-strategy-letter_example/   Why have you been sent the ‘Is your SMSF investment strategy meeting diversification requirements’ letter? The…

What could an ALP Government mean for your SMSF?

What could an ALP Government mean for your SMSF?

Jordan George is an industry leading speaker for the SMSF Association, and holds the title ‘Head of Policy’.  2018 was a tumultuous year for SMSFs with volatile investment markets and an even more volatile political environment giving SMSFs plenty to think about. However, as we move into the festive season, this is the ideal time to review your SMSF plan and consider what awaits in 2019. Taking some time to review and plan can help ensure your SMSF is on track…

Is your SMSF adequately diversified?

Is your SMSF adequately diversified?

SMSF trustees need to truly understand diversification and better diversify their portfolios. The benefits of a well-diversified portfolio are numerous but the key ones that SMSF trustees should focus on are the benefits of mitigating volatility and short-term downside investment risks, preserving capital and the long-run benefits of higher overall returns. By spreading an SMSF’s investments across different asset classes and markets offering different risks and returns, SMSFs can better position themselves for a secure retirement. Have you received a…

Five SMSF changes you need to discuss with your accountant or adviser

Five SMSF changes you need to discuss with your accountant or adviser

Balance and contribution caps are just part of the new regime. There have been dramatic changes in the past few years – and more this July – to the administration, reporting and compliance of self-managed super funds, and it’s crucial that an SMSF trustee is up to speed on how they affect their fund. Below are some of the key changes to discuss with an SMSF accountant to ensure the fund remains compliant, avoids penalties and employs the best strategies…

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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