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Navigate the complexities of SMSF management with confidence
Get personalised advice from one of Australia's leading SMSF experts to help maximise your wealth position long-term.
Maximise your profitability while minimising complexities.
The SMSF sector has been steadily increasing in number over the past five years and with ASIC removing guidance for minimum fund balances, SMSFs have become increasingly attractive for the flexibility and control they offer. However, while SMSFs may seem straightforward, many Australians need additional resources to fulfil their trustee duties.
The Findex Wealth Management team is here to help you confidently manage your Self-Managed Super Fund compliance and investments with ease. Our advisers have extensive experience providing superannuation and investment services to over 6,000 clients across Australia. From set-up to ongoing maintenance and reporting, we handle everything from start to finish so you can enjoy the benefits of flexibility and control whilst realising the full potential of your investments.
Speak to one of our SMSF and superannuation specialists today to learn how we can help you create a clear path toward your ideal retirement.
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Match with an adviser
Get matched with an adviser based on your needs or location – your choice.
Discovery meeting
Your adviser will contact you to organise a complimentary Discovery Meeting.
See our range of SMSF Administration and Advisory offerings.
Buying Property in Super
See how you can harness the power of a Self-Managed Superannuation Fund to unlock your property investment potential.
Superannuation Advice
We can help compare superannuation options to assess your suitability and determine whether an SMSF is the right investment strategy.
Retirement and Pension Advice
Explore how an SMSF can help grow your wealth so that you have financial security in retirement.
Structures for Tax Efficiency and Asset Protection
Let us help you navigate tax legislation with administration advice, tax reporting, compliance and asset protection strategies.
Compliance Obligations
We can assist you to navigate the often complex and changing SMSF rules to help ensure you meet your obligations as a trustee.
Entity Services
We help with the set-up, deregistration, maintenance, and administration of your company, trust, or self-managed superannuation fund.
Elevate your wealth, empower your tomorrow.
Connect with our expert advisers today to start your journey toward a more secure financial future.
Explore our SMSF Administration and Advisory insights.
Maximising super contributions and carry forward concessional contributions: A guide for SMSF trustees
By Dale Wicks
Australia's economic slowdown and other reasons trustees should review their SMSF strategies
By Dale Wicks
How will the proposed changes to Superannuation Tax impact you?
By Naween Fernando
What the changes to the contribution rules mean for SMSFs
By Sally McPherson