Contact us now on 1300 664 118
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What we do

We offer two distinct SMSF options. The first is perfectly suited to people who want to set up a self managed super fund with expert guidance. The second option is for investors who want both financial planning advice and a complete administration and taxation service.

Investment Advice

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.

Investment Advice

Advice & Administration

Selfmanagedsuper.com.au is part of the Best Interest Advice Group, and is one of Australia’s leading 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.

Investment Advice

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.

Investment Advice

Advice & Administration

Selfmanagedsuper.com.au is part of the Best Interest Advice Group, and is one of Australia’s leading 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.

How to Setup a Self Managed Super Fund

Setup Advice

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 complete our Contact form.

Contact Form
Setup Advice

New Fund
Online Application

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

Apply Online
Setup Advice

New Fund 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.

Download PDF
Setup Advice

Existing SMSF Takeover Form

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.

Download PDF
What is included in our SMSF service?

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

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 please contact us on telephone number 1300 664 118 or email us at info@www.selfmanagedsuper.com.au

Our Portfolio Results

To view our model portfolio performance results since inception, click below.

view results

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.

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 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.

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

Global Finance Updates

See our regular video updates on the state of the global economy, and how we see that may effect the market in Australia.

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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.

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.

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

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!

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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