One place to begin
Find the right setup, transfer or annual administration path without working through a maze of forms.
Specialist SMSF accounting · online
Set up your SMSF or hand over the annual accounting and administration to a specialist team. Clear online steps help you see what needs doing and what comes next.
Start here
Choose the service you need and see the next steps for your fund.
Two ways to work with us
The right support depends on whether your fund is new or already running. Choose your starting point and see the steps clearly.
01 / SMSF setup
Understand trustee responsibilities, choose a structure, and see what information you’ll need to establish your fund.
02 / Annual administration
Keep your SMSF accounting, annual return preparation, audit coordination and compliance administration moving in one online process.
Built for clarity
Find the right setup, transfer or annual administration path without working through a maze of forms.
Complete requests and provide fund information digitally as the secure client service becomes available.
Our work centres on SMSF accounting, administration and compliance, including funds with a range of investment types.
Understand before you act
From contributions and property to pensions and trustee duties, start with your question and follow the information that applies.
Your next step