Your next gen SMSF service

Best in class administration, auditing and technology tools for your SMSF.

Overview

An all-in-one technology and administration SMSF solution

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

Next gen technology

Managing your SMSF can be time-consuming without the right tools. Wealth Accelerator gives you the ability to manage your SMSF online, centralising portfolio administration & reporting.

A dedicated team of SMSF specialists

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

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.

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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Online tools

Feature rich online tools for your SMSF

Wealth Accelerator is your online account for managing your SMSF investments, viewing performance, conducting investment research, managing tax reports and more.

Detailed holdings information

Link super and investment accounts together, including family members, to get a snapshot or detailed views of your portfolio.

Online share trading

Buy and sell listed ASX securities, including ETFs and certain warrants* as well as international securities from multiple international exchanges.

 

ASX Live research

Keep up to date with changes in the Australian stock market, with access to prices and market depth charts on individual securities; set up personalised stock watchlists and stock alert email notifications.

Services

An array of specialist administration services

Our team can help you establish and administer your SMSF. We can also help with auditing and year-end reporting.

Establishing a new SMSF

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

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.

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

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.

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.

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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Resources

More information

Still have a question? Want more information on Self Super? Our resource section has everything covered.

Sample SMSF tax statement
Download the statement
Important resources
See all resources

Not the right solution for you?

Are you looking for something without the administrative burdens of an SMSF? If so, check out the solutions below.

Super Accelerator Plus

A next generation super fund, which gives you access to a wide range of investment options – including ASX listed securities, international securities such as Nike, Apple and Nestle, 300+ managed funds, along with online portfolio management.

Learn more

A cost-effective and easy way to manage your super which gives you the option to invest in term deposits, the Netwealth Global Specialist Series (GSS) and cash, while providing you with online tools to manage your portfolio.

Learn more

If you are still not sure, compare the different super solutions available from Netwealth.

Compare the options

Wondering what to do next?

Speak with a consultant

One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.

Contact a consultant

For those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.

Get in touch

Not ready to open an account today? Why not open a free research account and get access to ASX data, watchlists and managed funds research.

Learn more

For those who prefer to email us, give us a call or even drop in.

Get in touch

Insights

 

Netwealth portfolio construction podcast

We pick the brains of wealth management experts to uncover insights on the investment areas they are most passionate about.

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Exercising discipline when building a portfolio

Learn how to form a disciplined process for analysing investments, an essential step when building a successful portfolio.

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What you need to know to wind up a SMSF the right way

Understand the changes to SMSFs and what to consider if you're thinking about winding one up.

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Build a resilient portfolio for all stages of the economic cycle

Learn strategies to navigate an evolving world by building your portfolio for any economic condition.

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