SMSF / Small Funds

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17 listings


Latest review: 8+ years, very satisfied with the fact my Self Managed account is kept compliant. Performace is my responsibility, and I invest in one high risk gas and oil exploration company. The company has now

Xpress Super

Latest review: From the transfer of our existing funds into a new account created by Xpress Super to the new investment s we made with advice from the staff, the experience couldn't have been more pleasant and

Dixon Advisory

Latest review: This company started out as a reasonably objective investor of its clients funds. Unfortunately over the years it has has become a fee gouging organisation which continually recommends low performing

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Redwood Advisory

Latest review: We have been with Redwood Advisory for a few years for our SMFS fund and they have been fantastic made everything easy and were with us every step of the way. Ivan has been great give's straight

UNIP SMSF Administration

Latest review: I switched over to UNIP because I was not happy with the service and expense of my previous accountant. I actually was shocked when I received their last invoice and thought there must be a better

National Sterling

Latest review: Back in 2006, i was new into the property game and wanted to increase my property portfolio. They talked me into buying 2 properties. I could only afford one. My accountant had to assist me with


Latest review: I have been with Superguardian for about 4 years with my SMSF and the experience has always been positive.All the people I have dealt with are well qualified, knowledgeable and always helpful.If

Super Concepts

Latest review: In the last 9 years Super Concepts have completed my annual reporting and audit process. Fees are very comparable to other administration funds and their customer service I rate


Latest review: Happy to take your money, but don't expect and service. 6 weeks of calling and numerous emails no response. Do not take up this service and if you are unfortunately stuck in this system. Let's get

iCare Super

Latest review: The SMSF set-up process is likely to be an absolute minefield unless you have specialist knowledge. iCare Super explained the steps and fees with uncommon clarity on their website. Because they made


Latest review: Overall its a great superannuation product, with only minor issues and a modern computer system. Its a product i would highly recommend. Wealthtrac is a master trust super fund with a very advanced


Latest review: Good: - clear mission to boost financial literacy (delivering that content) - onboarding - tailoring insurance - projections and helpful explanations Bad: - perceived value vs actual value (when

RaboDirect DIY Super

Latest review: A little longer to open an account then I expected. But once in its great! Get an email every time rates change either up or down so I can talk it through with my husband and move to other options as

Income Tax Professionals

Latest review: I had a terrible experience with the tax agent based at Logan Holme . She was rude and I have Been working for 45 years and this is the first time anyone has ever demanded I prove all deductions to


Latest review: Takeovers are terrible. We have been with the predecessors of IPAC for 20 yrs.Great! Now cant even get IPAC/AMP to return a phone call or answer an email. Helen and Carlie,