SMSF Administration and Advisory

Maximising SMSF performance, while minimising complexity.

Get in touch

about

Setting up a self-managed superannuation fund (SMSF) may seem straightforward, but SMSF administration and management can be time-consuming and complex.

Findex provide our clients with a dedicated SMSF specialist to help them navigate through the complex superannuation and tax laws. We can guide you through the establishment and ongoing management of your Self-Managed Super Fund, as well as implement the most suitable strategy to help meet your goals. Our SMSF advisers can also assist you with the benefits, obligations and responsibilities of an SMSF structure. From the set-up of your SMSF, to the preparation of financial statements, arranging the audit, and lodgement of the annual return; we can look after the entire process from start to finish allowing you to enjoy the benefits of flexibility and control, whilst being able to invest in a wide range of investment options. Speak to our SMSF and superannuation specialists today.
Knowledge from experience

Extensive experience providing superannuation and investment services to a large number of clients.

Experts in our field

We are one of the largest SMSF accounting firm in Australia servicing approximately 7,000 clients.

our services

See our range of SMSF Administration and Advisory offerings.

We know we’ve got a quality product; we’ve got a great team and we can deliver good service, it’s that personal care. We want to do the best thing for the client and become an important part of their lives.
— Kathy Evans, Senior Partner (Albury)
Looking for your nearest adviser?