With SMSF Lite you don’t need to be an accountant to set up a new fund or take on the administration of an existing fund.

Simple “wizards” enable you to provide the details of a new self-managed super fund, as well as existing funds within minutes. In addition, inbuilt validation will ensure multiple interactions are kept to a minimum.

Once received, we will take over the remaining activities associated with these tasks, keeping you advised of our progress along the way.

SMSF Lite provides a comprehensive list of documents for you and your client to sign, ensuring a single seamless fulfillment process.

Of course, where the transfer of multiple funds is required, our onboarding team will be able to assist.