SMSF admin made simple
Whether you’re setting up a new SMSF or looking to switch administrators, InvestSMART SMSF Admin is being developed to help make paperwork, reporting and ongoing administration simpler.
Register your interest for an invitation to explore the service when it launches.
From set-up to reporting
Set up or switch
Establish a new SMSF or transfer the administration of an existing fund.
Complete documents online
Fill in and sign key paperwork digitally.
Keep annual obligations on track
Receive support with annual tax return preparation and audit coordination.
See more throughout the year
Gain greater visibility over your SMSF investments and activity, rather than relying solely on annual reporting.
Remain in control
Continue making your own investment decisions while we help reduce the administrative load.
Interested in exploring the service when it launches? Register your interest for an invitation to explore the service when it launches.
FAQs
When is InvestSMART SMSF Admin expected to launch?
InvestSMART SMSF Admin is expected to launch in the coming months. We’re continuing to test the service ahead of launch.
Register your interest and we’ll keep you updated, including when the service becomes available to explore.
What will the service include?
What is an SMSF?
Do I need a minimum balance to start an SMSF?
Can I establish a new SMSF through InvestSMART?
Can I transfer my existing SMSF?
Will I still make my own investment decisions?
Can my SMSF invest in InvestSMART portfolios?
What will the service cost?
What happens to my existing insurance?
This information is provided by InvestSMART Financial Services Pty Ltd ACN 089 038 531 (AFSL 226435). The InvestSMART SMSF Admin service will be provided by InvestSMART SMSF Services Pty Ltd ACN 610 863 128, a Corporate Authorised Representative (CAR 1244896) of InvestSMART Financial Services Pty Ltd. When you sign up to InvestSMART SMSF Admin, you will contract with InvestSMART SMSF Services Pty Ltd.
InvestSMART SMSF Admin is currently in development and is subject to final service terms, eligibility requirements and availability. It is expected to launch in the coming months; its features, pricing and timing may change, and the service may not proceed. Registering your interest is free and creates no obligation, and does not guarantee access to the service or to any particular price.
The member price of $990 per annum (incl. GST) for SMSF Admin Essentials, compared with the standard annual fee of $1,320 (incl. GST), is indicative only and is subject to eligibility criteria and final service terms. Not all members will be eligible for the member price. The member price is the annual service fee for the SMSF Admin Essentials tier only; establishment fees and third-party fees (for example, ATO and ASIC fees) may also apply. InvestSMART may vary, suspend or withdraw the service or any offer at any time at its absolute discretion.
This website contains general information only. To the extent it contains any financial product advice, that advice is general advice only; it does not take into account your objectives, financial situation or needs and is not personal advice. InvestSMART SMSF Admin is an administration service. You remain responsible, as a director of your fund's corporate trustee, for the fund's trustee obligations and for its investment decisions. An SMSF is not right for everyone, and SMSFs carry risks, obligations and costs. Before you establish an SMSF or transfer the administration of an existing fund, you should consider whether an SMSF is right for you and seek appropriate financial, taxation and legal advice.
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