Administration Services:

SuperWise provides the following administrative services for SMSFs:

  • Establishing the fund
  • Transferring an existing fund’s management to SuperWise
  • Preparing and lodging all documents required to meet regulatory obligations
  • Maintaining all fund and Member details
  • Asset reporting
  • Organising the audit of the SMSF
  • Commence pensions when required
  • Processing of lump sum payments when required
  • Winding up the fund when it is no longer required
Annual Compliance

To meet SMSF regulatory obligations, we attend to the preparation of the following documents:

  • Annual financial statements
  • Fund Income Tax return
  • Member benefit statements
  • Arrangement and management of the independent audit


Outsource SMSF Service Provider
We provide outsource services for non-affiliated accounting and administration providers, from white label services to direct client engagements. Please contact us for further information.

Our fees are charged on an hourly rate basis. We do not charge fees on a percentage of asset basis, or based on the number of members – as this does not appropriately reflect the work that may or may not be required. Quotes can be arranged prior to engagement.