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Best SMSF / Small Funds in New South Wales Sydney, Newcastle and Wollongong
Latest review: We were dubious to say the least regarding a change of accountant for our SMSF. Even though we went from online to online providers there is a definite feel of person to person contact from OSF. All
- Transparency 4.9 (118)
- Customer Service4.9 (122)
- Rates and Fees4.9 (70)
Latest review: We have been with Xpress since 2019 and are thoroughly satisfied with the service. Easy to use, very proactive management and provides all of the options we need. The staff are very helpful and
- Transparency 4.8 (34)
- Customer Service4.8 (38)
- Rates and Fees4.7 (30)
Latest review: I have now been using Just Superfund for 5 years and cannot fault them. They are very professional, fast and accurate, What more could you ask? Well, they are also a fraction of the cost of my
- Transparency 5.0 (63)
- Customer Service5.0 (65)
- Rates and Fees4.9 (61)
Latest review: I have been with Esuperfund since 2008. I have been thru accumulation, TRP and pension phases. I have transfered part out to an Industry fund. No problems Every time I asked for information they
- Transparency 4.5 (89)
- Customer Service4.4 (95)
- Rates and Fees4.4 (73)
Latest review: I have been a client with Ivan and his team at Redwood for over 5 years and have found their service to be excellent and their guidance into a SMSF first
- Transparency 5.0 (13)
- Customer Service5.0 (14)
- Rates and Fees5.0 (2)
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Latest review: Have had a SMSF for over 5 years now and I am very happy with the support Super Concepts has given over this period , Jessica in particular really knows about good customer
- Transparency 4.1 (91)
- Customer Service4.1 (102)
- Rates and Fees3.8 (84)
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
Latest review: Olivia helped me set up my SMSF in August 2020. I had no idea what I was doing at the time (not much has changed), but Olivia made the entire process feel seamless and stress free. I LOVE that I
- Transparency 5.0 (15)
- Customer Service4.9 (16)
- Rates and Fees4.9 (13)
Latest review: We have now been with SuperGuardian ever since we established our SMSF when my partner retired 17 years ago and we certainly have never lived to regret it. They have made the whole process of
- Transparency 5.0 (6)
- Customer Service5.0 (6)
- Rates and Fees4.3 (6)
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
- Customer Service1.0 (1)
Latest review: I have dealt with a few brokers and found bell service to be the best among 3 previous services. Very good platform and easy to navigate and the agents have always been very helpful. The share
- Transparency 5.0 (2)
Latest review: We've had such trouble with [Name Removed] and his SMSF platform. Highly recommend staying away from using this product. I note similar experiences and terrible ratings. My partner and myself found
- Transparency 4.2 (12)
- Customer Service4.1 (12)
- Rates and Fees4.2 (12)
Latest review: I have been with iCare Super for more than 10 years and very happy with iCare Super so far. All of my enquiries and questions have been answered promptly, my tax return was lodged on time, and even
- Transparency 4.2 (5)
- Customer Service4.2 (5)
- Rates and Fees5.0 (1)
Latest review: Easy to deal with. Helped clarify the process and was super quick with responses. Was able to submit the return for my SMSF without any hassles and at a very reasonable price. Happy
- Transparency 5.0 (1)
- Customer Service5.0 (2)
- Rates and Fees5.0 (1)
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
- Transparency 4.5 (4)
- Customer Service4.3 (4)
Latest review: DO NOT GO NEAR THESE FRAUDSTERS!, I've had to contact my bank asic and the cops. My smsf has been non compliant and tax lodgements have always been lodged late thus incurring substantial late fees
- Transparency 1.0 (24)
- Customer Service1.0 (24)
- Rates and Fees1.2 (18)
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
- Transparency 1.0 (1)
- Customer Service1.0 (1)
Latest review: Bought a house&land under 1 contract with SMSF, the process was easy and Raymond the director was very helpful all the way, and answered all our questions. We are happy, house will be buid soon.
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: 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,