SMSF Administration and Advisory

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.

If you’re ready to explore your SMSF options, submit our contact form. 

One of our advisers will be in touch.

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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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Submit your form

Your information will come directly to us. No middle man. Safe and secure.

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Our team will contact you

Our Customer Success team will contact you within a few business hours.

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Match with an adviser

Get matched with an adviser based on your needs or location – your choice.

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Discovery meeting

Your adviser will contact you to organise a complimentary Discovery Meeting.

our services

See our range of SMSF Administration and Advisory offerings.

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Superannuation Advice

We can help compare superannuation options to assess your suitability and determine whether an SMSF is the right investment strategy.

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Retirement and Pension Advice

Explore how an SMSF can help grow your wealth so that you have financial security in retirement.

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Structures for Tax Efficiency and Asset Protection

Let us help you navigate tax legislation with administration advice, tax reporting, compliance and asset protection strategies.

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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.

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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.

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