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Best SMSF / Small Funds in New South Wales Sydney, Newcastle and Wollongong
17 listings
- Award Winner 2021
- 2020
Online Super Fund
Latest review: I appointed Jarrad to prepare a set of accounts, associated paperwork and audit for 2020 in January. Jarrad failed to mention in our email discussions that he and his partner where heading off on a
- Review Summary
- Transparency 4.9 (114)
- Customer Service4.9 (118)
- Rates and Fees4.9 (66)
ESuperfund
Latest review: I have been a member for 6 years and could not be happier. Great service, very fast response to queries and excellent value. My return has exceeded all other superannuation options and low fees are a
- Review Summary
- Transparency 4.4 (62)
- Customer Service4.3 (67)
- Rates and Fees4.4 (45)
Xpress Super
Latest review: We have worked with Xpress Super for almost a decade and their services to our clients and practice have been exceptional. They are professional, have high attention to detail and are easy to work
- Review Summary
- Transparency 4.7 (13)
- Customer Service4.6 (14)
- Rates and Fees5.0 (8)
Dixon Advisory
Latest review: Beware Dixon Advisory have changed their name to E & P Financial Services. Don’t trust them or their SMSF advice. Dixon’s reputation was trashed because of their poor investment advice, so now they h
- Review Summary
- Transparency 1.6 (20)
- Customer Service3.5 (25)
- Rates and Fees1.2 (17)
Redwood Advisory
Latest review: Ivan has made the process of converting over to an SMSF simple and easy and will hold your hand the entire way through. He is the go to expert in this field and will always give you factual and
- Review Summary
- Transparency 5.0 (10)
- Customer Service5.0 (11)
- Rates and Fees5.0 (1)
Super Concepts
Latest review: I have been a client since It is a great service that allows me to manage my SMSF in a timely and efficent manner. Most uesful , cost efficent service and I would recommend it to anyone.
- Review Summary
- Transparency 4.4 (76)
- Customer Service4.4 (84)
- Rates and Fees4.0 (69)
UNIP SMSF Administration
Latest review: Having experienced poor service from an "all inclusive" super fund admin company whose name rhymes with Qsuirrel, I looked for a platform that included SMSF admin and tax compliance services but also
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
- Review Summary
- Customer Service1.0 (1)
SuperGuardian
Latest review: we have been with SuperGuardian for about 4 years now. calls are always answered promptly, any information required provided by return, while personal advisors have been prepared to go the extra yard
- Review Summary
- Transparency 5.0 (2)
- Customer Service5.0 (2)
- Rates and Fees4.0 (2)
My SMSF
Latest review: Highly recommend. Been with them for five years and very satisfied with all services provided. easy to catch on the phone and have a self service portal for easy to do activities including
- Review Summary
- Transparency 4.8 (10)
- Customer Service4.7 (10)
- Rates and Fees4.8 (10)
Squirrel
Latest review: They lie, steal and everything takes too long. It has taken them over 3 years to close out my SMSF with them. They didn't complete any audits, my ABN was cancelled by the ATO and now I'm under
- Review Summary
- Transparency 1.0 (23)
- Customer Service1.0 (23)
- Rates and Fees1.2 (17)
iCare Super
Latest review: We've been using iCare pretty much since they started several years. They've proven extremely helpful on those occasions when we've needed to solve a problem or meet a filing
- Review Summary
- Transparency 5.0 (3)
- Customer Service5.0 (3)
Wealthtrac
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
Zuper
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
- Review Summary
- Transparency 4.5 (4)
- Customer Service4.3 (4)
RaboDirect DIY Super
Latest review: Rabo sent email seeking update of information required for supposed "regulatory" requirement . I called (several times) to discuss why this info was needed and got the run around. Promised to call
- Review Summary
- Transparency 1.0 (1)
- Customer Service1.0 (1)
Income Tax Professionals · includes 5 listings
Latest review: I completed my tax return online. The email communications that I received was less than informative with poor spelling and grammar. It was a simple tax return. The person who completed my tax made
- Review Summary
- Transparency 2.4 (14)
- Rates and Fees2.1 (12)
ipac
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,