Supporting self-directed SMSF trustees
Providing an SMSF solution that helps you to focus on things most important to you
A comprehensive SMSF administration solution
Supporting self-directed trustees in taking a greater control over their retirement savings.
Specialist SMSF support to assist with strategy and compliance obligations
Alerts and tracking of contributions, pensions, investment strategy and more
Collaborative and secure online access to all of your fund documents
Why choose SMSF360 to support your fund?
Through our regular reporting approach, SMSF360 provides trustees with up-to-date online access to view their fund’s portfolio valuation, income, performance and more. You have the ability to track prices daily and compare these to common indices such as the ASX All Ordinaries.
SMSF360 provides you with ongoing support available face-to-face, by telephone, email and online through our website. The ability to access our competent team of professionals gives you the peace of mind that your best interests are aligned to our goals of supporting your every step of the way.
SMSF360 provides you with access to all of your funds documents online, including trust deeds, death benefit nominations, investment strategies, pensions and more. Through a collaborative approach, all fund documents are securely available to preview online, download and share (subject to certain permissions being provided). In addition, you have the ability to upload documents to SMSF360 and comment accordingly fund documents. SMSF360 also provides the ability for advisers and trustees to now digitally sign documents through Docusign, making fund compliance quicker, and more effective to administer.
SMSF360 can act as the mailhouse for all of your fund documentation, saving you the time of having to manage the ongoing paperwork that comes within running your own self managed super fund. Through our client box, we provide you with complete access to all fund documentation, and forward to you any documents that require attention – for example, where you are eligible to participate in a share purchase plan or buyback. SMSF360 do not charge an additional fee for acting as the mailhouse.