Overview

An all-in-one technology and administration SMSF solution

Netwealth Self-Super combines our award-winning online SMSF investment platform*, Wealth Accelerator with cost-effective SMSF administration services to give you a convenient and efficient all-in-one SMSF solution.

Next gen technology

Managing client portfolios is time-consuming without the right tools. Wealth Accelerator centralises and consolidates portfolio administration and reporting, integrating with popular accounting and SMSF software.

Cost-effective

Competitive SMSF administration and service fees with further savings when grouping family member Netwealth accounts together. You will also have access to low-cost Australian and international securities trading.

A dedicated team of SMSF specialists

The Netwealth Self Super team can help you and your clients manage the complexities and challenges faced in administering SMSFs.

Insurance options

Access competitive insurance premium rates and cover for Death, Total & Permanent Disability and Income Protection through several leading insurance companies via our LifeWRAP service.

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Our services

An array of specialist administration services

Whether you are looking to outsource the establishment of an SMSF, administration, auditing or year-end reporting, our team has you and your clients covered.

SMSF administration

Good administration is essential to ensure trustees meet their ongoing obligations, adhere to regulatory requirements, maintain proper records. We can help in the documentation and processing of financial information, the audit, and the preparation and timely lodgement of annual returns with the ATO.

Investment options and reporting

Using Wealth Accelerator, we can administer investments across managed funds, ASX listed securities and other approved investments. We can also manage all transactional paperwork, income payments such as dividends, corporate actions and all corporate correspondence.

Year-end reporting

For each financial year end we can produce numerous statutory documents and reports, including financial statements, member statements (detailing entitlements and basic information such as preservation components) and the SMSF annual return. We can also arrange tax payments or refunds.

Establishment of a new SMSF

We help new trustees with the often complex tasks associated with setting up an SMSF compliantly and cost-effectively.

Benefit payments and pensions

We assist in the calculation of benefit and pension amounts and in the calculation of PAYG withholding tax for lump sums and all forms of pension.

Auditing

All SMSFs are required to be audited by a suitably qualified independent auditor. As the agent for trustees we arrange the independent audit of the SMSF.

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