Your next gen SMSF service
Best in class administration, auditing and technology tools for your SMSF.
Netwealth Self Super combines an award-winning* online SMSF investment platform, Wealth Accelerator, and cost-effective SMSF administration services, to deliver a convenient and efficient all-in-one SMSF solution.
Managing your SMSF can be time-consuming without the right tools. Wealth Accelerator gives you the ability to manage your SMSF online, centralising portfolio administration & reporting.
The Netwealth Self Super team can help you manage the complexities and challenges faced in administering your SMSF.
Competitive SMSF administration and service fees with further savings when grouping family member Netwealth accounts together. You will also have access to low-cost Australian and international securities trading.
Access competitive insurance premium rates and cover for Death, Total & Permanent Disability and Income Protection through several leading insurance companies via our LifeWRAP service.
Our team can help you establish and administer your SMSF. We can also help with auditing and year-end reporting.
We help new trustees with the often complex tasks associated with setting up an SMSF compliantly and cost-effectively.
We can help in the documentation and processing of financial information, the audit, and the preparation and timely lodgement of annual returns with the ATO.
Using Wealth Accelerator, we can administer investments across managed funds, ASX securities and other approved investments. We can also manage transactional paperwork, income payments such as dividends, corporate actions and corporate correspondence.
We assist in the calculation of benefit and pension amounts and in the calculation of PAYG withholding tax for lump sums and all forms of pension.
For each financial year-end, we can produce numerous statutory documents and reports, including financial statements, member statements (detailing entitlements and basic information such as preservation components) and the SMSF annual return. We can also arrange tax payments or refunds.
All SMSFs are required to be audited by a suitably qualified independent auditor. As the agent for trustees we arrange the independent audit of the SMSF.
Are you looking for something without the administrative burdens of an SMSF? If so, check out the solutions below.
A next generation super fund, which gives you access to a wide range of investment options – including ASX listed securities, international securities such as Nike, Apple and Nestle, 300+ managed funds, along with online portfolio management.Learn more
A cost-effective and easy way to manage your super which gives you the option to invest in term deposits, the Netwealth Global Specialist Series (GSS) and cash, while providing you with online tools to manage your portfolio.Learn more
If you are still not sure, compare the different super solutions available from Netwealth.Compare the options
One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.Contact a consultant
For those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.Get in touch
Not ready to open an account today? Why not open a free research account and get access to ASX data, watchlists, US securities and managed funds research.Learn more
For those who prefer to email us, give us a call or even drop in.Get in touch
We pick the brains of wealth management experts to uncover insights on the investment areas they are most passionate about.
Discover how to identify quality management and why a strong team is crucial for a company to grow and navigate rough waters.
Understand the changes to Self Managed Super Funds and what to consider if you're thinking about winding one up.
Discover three key ways investing overseas helps de-risk your portfolio through the inevitable ups and downs of financial markets.