We specialise in providing self managed super fund (SMSF) services.

Whether you are searching for a state-of-the-art SMSF Trust Deed or SMSF Upgrade, a purpose built SMSF corporate trustee, a pension establishment, SMSF borrowing via a DIY instalment warrant, specialist SMSF consulting or a comprehensive SMSF compliance and administration service we can assist. 

Our aim is to provide Australia's leading self managed superannuation fund resources to advisers and trustees. Whether it be our proactive SMSF deed or pension services, our SMSF borrowing service, our strategic SMSF advice and education or our comprehensive SMSF compliance and administration services our dedicated staff are committed to standards of excellence.  Our quality controls mean that we are always striving for a better way. Our data input is closely monitored and maintained to the highest standard.  Our Product Disclosure Statement and Financial Services Guide explain more.

Over the past 30 years we have witnessed the evolution of SMSFs from a primitive and often dubious product to today's dynamic and sophisticated tool. Combining Australia's most effective estate planning, social security and taxation options with a flexible approach to family wealth creation and retention, self managed superannuation funds have come of age. The dramatic increase in practical SMSF features has been paralleled by an increase in the level of complexity, regulatory constraints, compliance obligations and scrutiny to the extent that the vast majority of SMSF trustees have little idea of the power of the structure they control whilst those that do are often unsure of how to harness it.  Many financial planners and accountants have a similar problem and are discouraged from advising on the full array of SMSF benefits available to their clients. This is largely due to uncertainty about how to correctly implement many of the available SMSF strategies and doubts about the reliability of ongoing SMSF administration and compliance systems in view of the severe SMSF penalty regime available to the Australian Taxation Office.

We realise the difficulty facing anyone trying to select a SMSF administrator from the huge number that have suddenly appeared now that it has become fashionable to offer a DIY Super service. There is a significant difference between SMSF  administration and compliance. We offer both SMSF services either independently or combined. It is important that you realise what each SMSF provider is offerring for the fees they charge. Our SMSF services are clearly described, competitively priced, efficient and accurate. Our clients benefit from our high level of SMSF technical expertise and experience.

We have been in operation for over thirteen years and have been independently and rigorously assessed by several due diligence teams representing groups such as Genesys, Apogee, Professional Investment Services, AMP Financial Planning, QInvest (QSuper), AXA Financial Planning, Health Super, MLC Financial Planning and others. Each of these dealer groups have selected Tranzact Super (exclusively or as one of only three SMSF providers) to be on their official approved product list to be used by their advisers for the benefit of their SMSF clients. Each group has independently verified the professionalism, capability, value and financial stability of the Tranzact Super SMSF offering. As they have no association with us in any other capacity their assessment process was clearly independent. In addition numerous accountants have also accepted our firm as their preferred provider of SMSF services. Many of these have previously dealt with us through Australian Superannuation Consultants Pty Ltd, another SMSF specialist firm which recently merged with us.  As a trustee, accountant or adviser why not take advantage of the work of the independent assessors and experience for yourself how we can benefit you.