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

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…

Is your SMSF’s Estate Plan up to speed?

Is your SMSF’s Estate Plan up to speed?

A recent survey of SMSFs revealed that estate planning is the highest unmet need for advice, estimated to affect 59,000 funds which equates to about 10% of the total number of SMSFs in Australia. Given demographic trends and the continued growth of SMSF numbers in Australia, this advice gap looks set to rise over time. There are many good reasons to obtain advice on your SMSF’s estate arrangements, whether you need to plan carefully to cater for a blended family…

How much superannuation should I have for my age?

How much superannuation should I have for my age?

How much superannuation should I have for my age? As of July 2014, employers have been required to contribute 9.5% into superannuation, however individuals are able to contribute further. According to The Association of Superannuation Funds of Australia’s (ASFA) Retirement Standard, a couple expecting a comfortable retirement will need an average of $60,457 a year. Whilst there is no magic age to start planning for retirement, the simple answer is the earlier you start, the more chance you have to…

How life insurance in your super could impact your retirement savings

How life insurance in your super could impact your retirement savings

If you have super with a default fund (i.e. the one your employer offered) you will have some form of life insurance, unless you have opted out. If you have researched and selected a superannuation fund specifically for yourself, you have probably been offered insurance. Either way life insurance and superannuation go hand in glove. The fact is, insurance in your super can be a bit of a safety net, providing some protection in certain circumstances. But what is the…

How much super do I need in retirement, and how can I boost my super balance?

How much super do I need in retirement, and how can I boost my super balance?

Knowing how much you need in retirement is more about knowing what kind of lifestyle you desire when you have retired, or, transitioning to retirement. According to the ASFA Retirement Standard, for a single person that magic number is $545,000. But according to the ABS – the average super balances for the entire working population1 would suggest that we are not even close to that mark, however, a closer look into the average balance by age group reveals that the…

How to invest in US shares and ETFs directly via an SMSF

How to invest in US shares and ETFs directly via an SMSF

Self-managed super funds have often been criticised for lacking diversification when it comes to their investments, specifically that SMSFs have too much in Australian shares and cash and not enough in international investments. This criticism is somewhat unwarranted as SMSFs access international investments via Australian managed funds and ETFs.  Research from Class Super shows that the underlying exposure to international equities across the top 20 managed funds and ETFs is 57% and 58% respectively (Source: Class SMSF Benchmark Report June…

Contributing the sale of your home into Superannuation

Contributing the sale of your home into Superannuation

In the May 2017 budget, the Government announced that from 1 July 2018, older Australians could contribute up $300,000 each (per couple) from the sale of their family home into their Superannuation Fund. This measure is to encourage older people to downsize from family homes that no longer meet their needs, while also freeing up these homes to younger families starting out.   Do you pass the test to contribute the sale of your home into your Superannuation? Currently the…

Downsizing into Retirement

Downsizing into Retirement

The downsizer contribution initiative is due to come into effect on the 1 July 2018. Late last year the Government passed its policy which allows super fund members over the age of 65 to sell a main residence and contribute funds into their superannuation accounts without contribution cap and work test issues. While it may seem quite straight forward, like any government policies, there are a few hoops to jump first. There are three key steps that need to be…

When is the right time to start planning for retirement?

When is the right time to start planning for retirement?

There is no magic number to start planning but the simple answer is, the earlier you start, the more chance you have to achieve the retirement that you dream of having. The reason for this is because of the compounding interest effect. Below are some simple graphs showing how powerful this effect can be. The first graph shows a beginning balance of $25,000 and rate of return of 6%, with no extra payments. Starting at age 25, by age 65…

Bitcoin and crypto-currency investment in an SMSF

Bitcoin and crypto-currency investment in an SMSF

The recent surge in the price of Bitcoin has many investors seriously looking at crypto-currency as a part of their SMSF investment portfolio. So, can an SMSF invest in bitcoin and crypto currency, and if so, what must trustees and advisers be aware of? There are a number of key areas that trustees need to consider and address if they are looking if invest their SMSF monies into Bitcoin and other crypto-currencies / crypto-assets.   Is it allowable under the…

Desired Lifestyle vs. Realistic Living in Retirement for SMSF Trustees

Desired Lifestyle vs. Realistic Living in Retirement for SMSF Trustees

When planning for retirement, it’s important to understand your SMSF household needs, and outline your goals with your adviser. The latest report on the financial health of SMSF trustees heading into retirement has found that the amount needed for a 65-year-old couple to afford a comfortable retirement has risen by 17 percent from $702,000 in the previous year to $824,000. Unfortunately, this report has also found that one in four are unlikely to achieve their SMSF goals.   Realistic wealth…

Financial Market Update: A Review of October’s Performance

Financial Market Update: A Review of October’s Performance

The S&P/ASX200 Accumulation index finally put in a surge in October, with a gain of 4.01% in the month, shaking off a 6 month malaise. Twelve month numbers are back up to 16.13% almost double our expected annual 12 month returns of around 8.5%.   Global Markets Global markets also had a good month, with gains of 4.29% and a rolling 12 month return that tops the charts at 22.53%. Emerging Markets posted even higher returns with a gain of 5.92%…

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…

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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