Contact us now on 1300 664 118
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The leading Self Managed
Super Fund Administrator

Since 2006 selfmanagedsuper.com.au has offered expert investment and self-managed superannuation advice to thousands of investors across Australia.

All your bank accounts and investments in the one place.

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Existing Client Links

Portfolio and Tax Login
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Model Portfolio Results

What we do

If you’re an investor, we offer two distinct SMSF options. The first is perfectly suited to people who want savvy investment advice only. The second is ideal for investors who simply want expert guidance in setting up a new fund.

Investment Advice

Selfmanagedsuper.com.au is one of Australia’s leading independently owned self-managed superannuation administration and financial advisory firms. To learn more about our service offerings please contact us now on telephone number 1300 664 118.

Setting up a new fund

If you are ready to proceed with the setup of your fund, please either complete our online application or download our interactive application form.

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Model Portfolio Performances Over Time

Performance Chart Conservative Cautious Balanced Optimistic Growth Ambitious
Realised and unrealised gains/losses 77,614.11 102,680.86 144,223.95
Total Income 42,242.95 45,816.61 60,918.56
Franking Credits 3,961.97 4,645.33 7,789.46
Total Dollar Return 123,819.03 153,142.80 195,857.12
Portfolio Return p.a. 5.62% 9.67% 12.79%
Performance Chart Conservative Cautious
Realised and unrealised gains/losses 77,614.11
Total Income 42,242.95
Franking Credits 3,961.97
Total Dollar Return 123,819.03
Portfolio Return p.a. 5.62%
Performance Chart Balanced Optimistic
Realised and unrealised gains/losses 102,680.86
Total Income 45,816.61
Franking Credits 4,645.33
Total Dollar Return 153,142.80
Portfolio Return p.a. 9.67%
Performance Chart Growth Ambitious
Realised and unrealised gains/losses 144,223.95
Total Income 60,918.56
Franking Credits 7,789.46
Total Dollar Return 195,857.12
Portfolio Return p.a. 12.79%

Asset Allocation and Performance

We have developed three portfolios to give investors a choice. They can be matched against a portfolio that matches their individual preferences and time frame.

These portfolios start with a sound basic asset allocation and provide active quarterly tactical overweights or underweights based on the advice from our global asset consultant in London.

Conservative and Cautious

A “Conservative and Cautious” investor is new to investing and they only want to dip their toe in the water to test the temperature. They have been investing in bank term deposits and savings accounts in the past and have probably been paying off the home mortgage with any spare cash. They now realize that if they don’t start to invest in some growth assets then they may be left behind. The conservative and cautious investor is happy to invest part of their savings into shares and property but want to limit that to no more than 30% of their savings or super.

Balanced and Optimistic

A “Balanced and Optimistic” investor is keen to keep things under control and is very happy to stick to the speed limit. They dont want to speculate on the markets and generally dont check their investments regularly. The “Balanced and Optimistic” investor has a time horizon of 5 to 10 years before they need to cash in their chips!
The “Balanced and Optimistic” investor has some previous investing experience and understand how markets can rise and fall. This type of investor is patient and generally a good money manager. If this is you then this portfolio is perfect.

Growth and Ambitious

A “Growth and Ambitious” investor is happy leaving 85 per cent of their investments for the long term. They understand the principles of investing and have a great deal of experience. “Growth and Ambitious” investors have been successful in the past and are generally ahead of their peers when it comes to wealth accumulation. This type of investor works very well with a professional adviser and is self directed and has a time frame of 10 years or more before they have to liquidate their entire portfolio. “Growth and Ambitious” investors understand that panic does not pay only time does. If this is you then this portfolio is perfect.

About Us

Selfmanagedsuper.com.au is one of Australia’s leading independently owned self-managed superannuation administration and financial advisory firms.

In addition to providing a personalised self-managed super administration service, our online portfolio management system provides the tools that self-managed super trustees require to effectively manage.

Through our relationship with our Dealer Group, Best Interest Advice Pty Ltd (AFSL 292925), we also offer a comprehensive financial advice service to all of our self-managed super clients and since 2006 we have helped thousands of Australians with their wealth management, insurance and estate planning advice.

In 2013 Selfmanagedsuper.com.au featured in the Australian Financial Review’s Smart Investor Magazine as one of Australia’s top 10 self-managed super fund Administrators in both the Premium and Discount.

To learn more about our service offerings please contact us now
on telephone number 1300 664 118
.

Best Interest Advice

Best Interest advice is an AFSL holder registered with ASIC to deal in securities and provide both general and personal advice.

Our business has changed its name from Self-managed Super Institute Pty Ltd which began in 2003 and is known as Best Interest Advice to better cater for the advice needs of investors and also be able to licence other Financial Planners and Accountants in the provision of personal advice and administration services for Self-Managed Super Trustees.

In 2013 we launched the specialist services of Selfmanagedsuper.com.au which now looks after the administration and compliance services for the trustee clients of Best Interest Advice.

How to Setup a Self Managed Super Fund

Setup Advice

If you want to discuss the self-managed super setup process with one of our Client Managers please register your interest by clicking below.

Alternatively, if you are ready to establish your fund, please complete either our online or PDF application.

To register your interest click here to complete our Contact form

New Fund Setup

If you are ready to proceed with the setup of your fund, please either complete our online application or download our interactive application form.

SMSF PDF Application Form

Click below to download our interactive New Fund Application form.

Once your application has been submitted we will be in touch to check and confirm all the trustee information and also the membership data before we submit your application to our legal team for processing.

Existing SMSF Takeover

If you would like our office to take over the administration of your existing self-managed super fund, please click below to download our Existing SMSF Takeover form.

Please forward the completed form on to Selfmanagedsuper.com.au using the following options:

Scan and email this form to
info@selfmanagedsuper.com.au

Post to:
Selfmanagedsuper.com.au
PO Box 115
North Ryde
BC NSW 1670

How does our Accountant & Adviser Service Work?

To assist advisers and accountants with the management of their SMSF clients, we have developed a web based SMSF setup and management solution that combines market leading Class Super portfolio and tax technology with our online SMSF storage and workflow software.

Our systems have been specifically built to accommodate the numerous and diverse challenges involved with the SMSF administration and portfolio management process.

Model Portfolio Results

In addition to allowing your clients to view their SMSF investment portfolio and tax position on a daily basis, our software allows you to run reports outlining where all your client tax work is at so you can better manage your business and the SMSF tax and audit process for your clients.

What is included in our SMSF service?

  • Online portfolio access for all of your clients
  • Online document storage for all your SMSF client documents
  • Preparation of Annual Financial Statements and Reports
  • Preparation and lodgement of Annual SMSF Tax Return
  • Arrangement of the fund’s Audit
  • Setup and ongoing management of existing pensions
  • Preparation and lodgement of BAS and IAS statements (where applicable)
  • Technical and strategic advice

To learn more about our SMSF solution for Accountants and Advisers please contact us on telephone number 1300 664 118 or email us at info@selfmanagedsuper.com.au

Recent Blog Posts

Summer Newsletter

Please click on the link below to view our latest newsletter: Summer 2015 In this newsletter we look at the following: – How to handle a mortgage rate rise – Debunking insurance myths – How to transform your new year 'resolution' into a 'revolution We hope you enjoy reading it!

November Newsletter

Please click on the link below to view our latest newsletter: Win The Investment Race by Navigating Risk In this newsletter we examine risk and particularly: – What types of risk investors face – Risk tolerance – The importance of diversification We hope you enjoy reading it!

October Newsletter

Please click on the link below to view our latest newsletter: International Trade Barriers Come Tumbling Down In this newsletter we examine Australia's recent signing of Free Trade Agreements by looking at: - Potential upsides and downsides - The backlash - Where you should be investing We hope you enjoy reading it!

Contact Us

To discuss the self-managed super setup process with one of our Client Managers please register your interest by completing the form below.

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