SMSF Setup

Just like any other investment your super is an important investment in your future. Self-Managed Superannuation can offer many advantages over traditional super funds. Getting started with anything serious does not happen overnight, there are considerations and processes. This is where Osuper's experience comes to the fore, we can guide you through the process.

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​For a low fee Osuper will help you establishing your SMSF, set up your corporate trustee, guide you through signing all the paperwork, register the Fund with the necessary government agencies and advise you on your statutory obligations.

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Setting up an SMSF is a simple process when you are in Osuper's experienced hands.

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Want to get started with your own SMSF, complete the application form. As soon as we receive the completed form, we will be in contact with you to start setting up your SMSF. Have a question, or just want to chat give us a call.

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Once your SMSF is setup, you can roll your existing superannuation into your SMSF. We will provide you with advice on how to go about this. 

SMSF Administration

Our administration service tailored to your needs, for a low fixed monthly fee, you only pay for those services you want. We help with your accounting, annual compliance, and advice on meeting your legal obligations. Our service is designed to make communication easy, choose how to interact with us email, our client portal, phone or online meeting we are flexible. 

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We understand the in's and out's of superannuation law, and are there to help you as a trustee (director) of an SMSF to meet your obligations.  

 

Our fees are simple and easy to understand and tailored to your individual circumstances. We are not about one size fits all you only pay for what you need.

 

Whether you're new to SMSF's or have had one for years we can help you with our administration services, click Administration to get started.

 

Your monthly fee is tailored to your needs, and includes;

  • preparing and maintaining the SMSF's accounting records

  • preparing the annual financial statements

  • preparing and lodging the annual Fund return

  • tracking member contributions

  • assisting with the Fund's ASIC and Trustee responsibilities

  • organising the annual Fund audit

  • providing member balances and investment reports 

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As the holder of an Australian Financial Services License we can help with your financial advice needs.

 
Financial Advice

Financial services guide

Osuper holds a Limited Australian Financial Services License, what does this mean for you. We provide you with strategic financial advice. We are not about promoting financial products, we look at yours and your SMSF's financial need strictly from a strategic point of view, in a holistic way. We provide advice on strategies to improve your financial health and meet your goals.

 

Advice we provide.

  • Suitability of Self-Managed Superannuation for you

  • Advice on your existing superannuation in relation to setting up an SMSF

  • Superannuation contributions and pensions

  • Insurance; how much do you and your family need, and what types of insurance would be suitable for you to protect yourself and your family

  • Investments and how they fit in with your financial goals, do the meet your needs

    • we can advise on strategies around managed funds, direct equities, real estate and interest bearing accounts. Are they right for you, how to diversify risk, and how to construct a portfolio to meet your goals.

    • Are your investments helping you secure your financial future 

  • SMSF investment strategies, that do more than tick the box

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Our specialty is Self-Managed Superannuation, as long time SMSF administrators we understand the in's and out's of what is required to run a Self-Managed Superannuation Fund. Because of this we can provide our clients with realistic everyday advice on SMSF's.​