It’s your money. Invest your super your way.
Would you let the big banks decide how to spend your salary? So why are you giving publicly managed super funds the power to make investment decisions about your super? Set up your own SMSF today!
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WhySMSF Wizard?
01
The hard work is done for you.
You choose your investments, we manage everything else - including the red tape. I.e. tax returns, financial statements, audits and everything you need to run your fund. And if you get stuck, our team of experts are here to help.
02
Real-time access to your investments.
We complete your accounting in real time. Our app & portal show you what's happening with your investments, balances and contributions in real time so you know where you're at anytime, day or night.
03
No accountant speak.
We’re experts in SMSFs, but nobody knows your money better than you. We’ll guide you through every step of the process so you’re free to invest your money, your way.
04
Cost effective.
Fixed fees no matter what your balance, less fees = more super.
What you need to know...
What can I invest in?
You can invest in almost anything. However there are a couple of rules.
Learn More
What’s a self managed super fund?
A self managed super fund is a private superannuation fund that you manage yourself. You’re in control of your money, and in control of your future.
Learn MoreCan I borrow inside my self managed super fund?
You can:
- It’ll need to be a limited recourse borrowing arrangement
- The asset and loan will need to be held using a Bare Trust Arrangement.
How do I start / manage my own self managed super fund?
Starting a self managed super fund is a whole lot easier than you think. There’s just 5 simple steps - which we will take care of for you.
Learn MoreThe legal stuff
You won’t need a legal degree to set up your self managed super fund - we’ll do all the hard work for you so you can focus on investing your money, your way.
Learn MoreSimplify your self managed super fund with SMSF Wizard
Our comprehensive management service takes the burden and stress off your shoulders.
Learn MoreGetting started.
Check if you’re able to be a fund trustee.
A fund trustee manages the trusts and distributes their assigned assets.
Pick a name for your fund.
You can pick any name you want, it could be wild or it could be as simple as [your name] + [Super Fund].
SMSF Wizard will set up your fund, including:
- Setting up your TFN & ABN
- Filling out member application forms, trustee and ATO docs
- Registering your fund to ensure it’s compliant
- Creating your Trustee Company & Super Fund Deed
Open a Bank Account.
Open a bank account you’ll be depositing your super funds into (or ask us to help).
Transfer.
We will arrange for all or some of your super to be transferred across into your new fund.
Hear from our satisfied customers
“My husband and I have been using the SMSF Wizard team for over 5 years now and have never looked back. They are super responsive to any contact we make and are regular with initiating the contact themselves for updates and reviews. It's made managing our SMSF incredibly easy and we wish we had come across them decades ago! Thoroughly recommend their service!”
Tammie & Tony Rimon
“We have worked with the SMSF Wizard team for nearly seven years. The service provided to our SMSF borrowing and property clients is always exceptional. I know that when I refer clients to SMSF Wizard they are always in the best hands.”
Nick Plamanac – Broker
“I thought the whole process of setting up a Self Managed Super Fund and purchasing a property would be difficult. The SMSF Wizard team made the process of setting up, bringing in my funds from my existing super fund and helping me purchase a property, extremely easy. They were supportive, answered all of my questions along the way promptly and in plain English and took care of every step, it was much easier than I was expecting.”
Wayne Greenhalgh
“We would like to thank you for all your help and assistance given to us with setting up our SMFS, the ease it took, the knowledge and speed with which it was handled. All the tax strategies that have been applied are outstanding. Looking back now we should have done this much sooner. We can’t believe how easy it is to look after our own future, certainly, made having SMFS much simpler than we even could have imagined.”
Laurence O'Brien