Why Choose Finlife Advice
Self Managed Super Fund
& Admin Services
for Your fund administration?
- At Finlife Advice, we understand that managing a Self-Managed Super Fund (SMSF)
can be complex and having the
right support is critical.
- Here’s why partnering with Finlife for your Self-Managed Super Fund Administration gives you peace of mind and confidence in your financial future.
1. Personalised support from experts who know your fund inside out
You’ll be assigned a dedicated Client Relationship Manager who will work closely with you, proactively identifying both opportunities and risks specific to your fund. The administration team is backed by experienced accountants and technical specialists, ensuring every aspect of your SMSF is expertly handled.
2. Unmatched technical expertise
Finlife stands at the forefront of SMSF administration.
Our administration technical team not only educates other professionals but also consults directly with the ATO and advises on legislative changes.
This ensures that your fund is always in compliance with the latest regulations and
benefiting from best practices.
3. Transparent fixed pricing based on your fund’s complexity
We offer flexible administration packages to meet the unique needs of your SMSF,
with transparent pricing and no hidden fees. Our user-friendly online portal provides full
access to your fund’s information, empowering you with real-time insights
and the ability to self-manage where desired.
Our Packages
- Streamlined:
Suitable for funds with specific, straightforward investments, such as bank accounts and limited trading platforms.
- Standard:
Ideal for most SMSFs, covering typical investments like cash, term deposits,
property, shares, and wrap platforms.
Approximately 80% of funds fall into this category.
- Advanced:
For funds with more complex holdings, including collectables, cryptocurrency,
foreign assets, extensive property portfolios, and private trusts or companies.
4. Comprehensive services included in all packages
- Annual Compliance and Strategic Review: Helping you optimise your
fund and ensure you’re taking full advantage of your SMSF.
- Timely Preparation of Financial Statements and Tax Returns:
- Keeping your fund up to date and compliant.
- Independent Annual Audit: Ensuring the integrity and compliance of your SMSF.
- Online Access: 24/7 access to fund documents and detailed information
through the secure portal.
- Proactive and Dedicated Support: Your Relationship Manager will
provide ongoing guidance and updates throughout the year.
By choosing Finlife Advice Self-Managed Super Fund & Administration Service,
you’re selecting a partner that not only provides administrative ease
but also ensures your SMSF is positioned for long-term success.
Why us
- Trusted expertise
Finlife Advice has been an independent and trusted leader in superannuation services for more than 25 years. Our support is proactive and the services we provide you are award-winning and sought-after.
- Comprehensive offering
Our suite of services covers strategic insights into all the practicalities of managing client funds. We can help you find clarity in complexity and stay on top of everything superannuation and SMSF.
- Personalised support
Our team is proactive and genuinely gets to know you as we guide and support you through your evolving needs.
You never feel like a number when you work with Finlife Advice.