Bringing Private Wealth Management to All Australians
1300 990 990

Administrating your SMSF

Congratulations on being one of the many Australians who have chosen the flexibility offered in a SMSF to better control their financial futures.

At Equiti, we believe that when you combine an efficient SMSF administration service with a quality investment advisory service, clients are better able to take full advantage of the many benefits that a SMSF may offer.

Here are some of the benefits you’ll enjoy as an Equiti SMSF client:

We handle all the fund paperwork

Our SMSF team handles all the paperwork for your fund so that you do not have to waste your valuable time opening, sorting and filing mail (instead, you can relax knowing that your funds paperwork will always remain up to date).
Your fund accounts, tax return and annual audit are completed for you

Whilst we can tailor financial and investment solutions to meet your individual needs, our competitive fixed-fee SMSF Administration service includes the preparation and completion of your fund’s financial reports, taxation return and annual audit.
You are always kept fully informed

With our technologically advanced systems, all your fund information is readily and conveniently available to you at all times (whether you are home or away on holidays or business).
Our expert team ensures your fund is fully compliant

With our expert team looking after your SMSF administration, you can feel confident knowing that your fund will always comply with the ever-changing SMSF rules and regulations.

You have access to our financial and investment advisory service

With a philosophy centred on client relationships, an Equiti financial adviser helps you to make educated and informed decisions about your money and can assist you to develop a strategic approach to managing and growing it. It’s all part of our philosophy of bringing private wealth management to all Australians.

We invite you to contact an Equiti adviser on 1300 990 990 to find out more about creating your very own tailored financial plan. Alternatively, you can arrange to have an adviser contact you by requesting an obligation free consultation at a time and place that is most convenient for you.