Self-managed super funds

Self-managed super funds (SMSFs) give you and your clients greater control over how their superannuation benefits are invested, operated and managed.

They offer the flexibility to select investments from an unlimited investment menu, provided that the fund adheres to certain rules established under superannuation law - the Superannuation Industry (Supervision) Act 1993 (SIS Act).

Investments held in an SMSF can include:

  • shares
  • managed funds
  • term deposits
  • private assets (direct residential and commercial properties, art, antiques, collectables, business real property, private companies).

However, these types of funds generate a mountain of paperwork, and, because of the growing number of these funds, the Australian Taxation Office (ATO) is more rigorously monitoring compliance. Therefore, it’s important you and your clients keep on top of the fund’s administration and paperwork … and that’s where we can help.

AET SMSF

The AET SMSF is an efficient, end-to-end establishment and administration service for your self‑managed super fund clients. Not only can we help you and your clients establish a fund, but we can provide ongoing help with administration, compliance and paperwork.

How we work with you

Whether a client has an existing fund or would like to establish a new one, the AET SMSF can help you and your clients with the key elements of operating an SMSF:

  • A comprehensive fund establishment service.
  • Daily, online investment and super administration.
  • Transparent pricing.
  • A complete end-of-year tax and audit service
  • Insurance administration.

In simple terms, we administer the client’s investments and super on a daily basis, and fulfil all tax, audit and insurance requirements so the client doesn’t have to rely on a number of service providers and receive fragmented and untimely information.

You can view all your clients’ portfolio information via one convenient online portal – AET My Portfolio – 24 hours a day, seven days a week.

If you have a client who wants the investment flexibility of an SMSF, but without the trustee responsibilities, or who can’t operate an SMSF due to bankruptcy or overseas residency, there is an alternative - a small APRA fund (SAF).

For more information, please read our AET SMSF service guide or call our Client Services Team on 1800 254 180.

From asset administration to a complete end-to-end SMSF solution with the choice of a professional trustee – we have an SMSF solution to suit you.

Meet the SMSF services Team

Luke Costa

Business Development Manager, Superannuation

Melbourne office

Greg Williams

Business Development Manager, Superannuation

Adelaide office

Julie Steed

Senior Technical Services Manager

Adelaide office