How can we help?

SMSF Advisory offers a variety of services for SMSFs, including structure, setup, advice, rollovers, investments, administration and compliance. We have investment advisers who specialise in superannuation and a technical research team that provides updates and support on the latest in superannuation developments.

Australian owned and managed.

Because we’re locally owned and managed, we have a good understanding of the needs of Australian investors and the nature of the Australian market.

Access to quality research.

Our research covers Australia’s top ASX-listed companies as well as a range of selected mid-cap and emerging companies.

One of the country’s largest retail distribution networks.

Our extensive network gives our corporate clients extensive access to risk capital and our retail clients access to some of the best domestic public offerings of equity and debt issues.

A comprehensive range of services.

Our services include advice on securities, derivatives, fixed interest and managed investments, margin lending, cash management, portfolio administration and superannuation.

Six benefits of investing with us

There are many benefits to investing with SMSF Advisory, but what really sets us apart from our peers is our long term consistent performance.

Performance

We continue to consistently outperform the majority of our peers after fees.

Low Fees

Our investment fees are under 1% and capped at a maximum of $451 p.a. for our low cost ETF portfolios.

Transparency

All securities held in your own name. View all your holdings, dividends paid, transaction history and fees charged.

Knowledge

Benefit from knowing what you’re invested in and more importantly, why. Plus get access to a team of some of the most passionate analysts and portfolio managers in the business.

Flexibility

We make it easy to adjust your portfolio and switch between different investment models to suit your needs at every life stage.

Convenience

We do all the work for you. From setting up your account to ongoing rebalancing of your portfolio – so you’re always on track achieving your goals.

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