Set up SMSF

Begin the process of setting up your SMSF by placing an order with us, and our dedicated team will guide you through the necessary steps.

Schedule an appointment with our experienced team to discuss and initiate the process of setting up your SMSF.

What we can do for you

We provide the level of service that best suits your practice:
  • Annual for year-end requirements, including audits
  • Daily for ongoing administration of all transactions
  • Daily Plus for ongoing administration, plus liaising directly with the trustees of your funds for answers to queries and documents
Other SMSF specialist services. These include:
  • Establishment and deeds
  • Actuarial certificates
  • Investment strategy preparer
  • Property valuations
  • Title searches

Products and Services

Our approach is simple. We collaborate with Mortgage Brokers, Stock Brokers, Financial Advisers, and Accountants to create a service that aligns with your specific requirements.

Sequoia Superannuation

The easiest way to start using Sequoia Superannuation is to use our current services. This is where most Accountants, Mortgage Brokers, Stock Brokers & Financial Advisers start. You can use Sequoia Superannuation current offering and promote this to your client base. This includes Sequoia Superannuation Mini Classic offering. We also can do year end work for you as well if that is the preferred method of your client.

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Co-Branded Solution

For many service providers a co-branded solution is the way to go. We often find many service base firms such as Mortgage Brokers, Stock Brokers & Financial Advisers wish to co-brand our services. This solution involves adding your brand to all of our documentation including marking documentation. We can also assist you in adding a client login section to your website in order to drive traffic to your site and not ours.

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White Labelling

With this solution Sequoia Superannuation will customise our offering to work for you. We will adapt all our documentation, marketing materials and our online access to meet your specific needs. All documentation will be provided to you and will be tailored to include your branding. This service is fully tailored to your specific needs.

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Administration fees

$990 p.a.

Daily Administration Service

($82.50 per month)

  • Class/BGL software license
  • Establishment and maintain data feeds
  • Regular processing and management of outstanding items
  • Preparation of financial statements, minutes, and resolutions
  • Preparation of pro-forma annual return

$2,200 p.a.

Daily Plus Administration Service

($183.33 per month)

  • Act as Tax Agent (including lodgement of SMSF annual return)
  • Act as ASIC Agent for Corporate Trustee
  • Manage Compliance
  • Act as Fund Mailbox
  • Liaise with Trustee (where required)

Connect with our team

1800 799 666  Mon-Fri from 8am to 5pm.

Schedule a call

Technical Assistance

We have dedicated account managers who provide free technical support to the accountants and advisers we work with. Our economies of scale mean that we can provide these services to you at a fraction of the cost of doing it yourself.

SMSF Administration

We offer the choice of a Daily and DailyPlus administration service or a simple, low cost Annual service With the demands of SMSF compliance the Daily services enable trustees to stay on top of their obligations and also to stay connected to their investment. Read More

Daily Administration

The Daily administration service includes software costs, administration, accounting, tax and compliance requirements including the preparation of financial accounts and SMSF tax returns. Bundling these services together creates a very cost effective service for accountants in practice. An independent audit can be added for an additional fee. Read More

Annual Administration

The Annual administration service suits SMSFs that do not require daily administration, online access or Transfer Balance Account Report’s (TBAR). Your annual compliance work can be completed once a year for a low fixed fee. Read More

Technical Assistance

Our experienced team can provide free technical support to the advisers we work with. The topics might include SMSF strategies, pension and contribution options, advice around software choices and suggestions for trustees facing complex issues. Over many years working with a variety of funds our team can provide clarity in a practical way. Read More