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.

Online access with up-to-date fund reporting

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?

Up-to-date online access to your fund reporting

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.

Ongoing support

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.

Access to fund documents

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.

Optional mailhouse (at no additional charge)

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.

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