Best SMSF / Small Funds in South Australia Adelaide

I read online reviews saying that eSuperfund locks its clients into their preferred banking and brokerage providers. That is not true! I have been… Read more

using eSuperfund as my SMSF administrator for over 15 years. And I have opened a new bank account and a new trading account with a broker of my choice without any problem. In fact eSuperfund assisted me when I was working out how to upload my trading data.

So far I can't fault eSuperfund's services.

Very professional service and they quickly brought my SMSF back into compliance, highly recommended

I have been using JustSuperfund accountants for my SMSF tax return and audit since 2017. They are always thorough, efficient and diligent. It must be… Read more

noted that their efficiency is based on superfund trustees understanding their responsibilities and providing all relevant information electronically. Trustees should also be prepared to communicate electronically. If clients are thorough in preparing their complete input information, the JustSuperfund team will be fast and effective.

I had an excellent experience working with Francis Vinod for the setup of my SMSF, trading accounts, and Pty Ltd structure. The entire process was… Read more

handled efficiently, with a high level of professionalism and attention to detail.

What stood out most was the seamless execution and timely communication throughout. Francis was consistently responsive, addressing queries promptly and ensuring everything was completed without delays. I highly appreciate the smooth coordination and would confidently recommend his services to anyone looking for reliable and efficient "Self-Managed Super Fund" setup support.

Jay Canberra-ACT

SuperConcepts have been great to deal with. Good knowledge and services if you are running your own SMSF. Friendly and helpful staff, good IT interface and easy audit and accounting processes.

Had a great experience with Xpress Super. The team was prompt, professional, and easy to work with. They made the whole process smooth and hassle-free.

I recently swapped to SMSF Australia - and I’m so glad I did! Service was excellent, priced very well and it was nice to be able to ask questions and get a speedy response! Thank you very much

Ivan and the team at Redwood have been a fantastic group to deal with. Redwood set up and have been administering my SMSF for a few years and… Read more

arranged the loan for a recent purchase of a property within the SMSF. Very smooth process! I highly recommend them for all your SMSF and property needs.

We have been using iCare to do our tax and organise the external audit for our Self Managed Super Fund since 2014 which is over 10 years. We have… Read more

been very happy with the service that they provide. They have supported us over the years as our SMSF needs have changed. 4 years ago we changed from Individual Trustees to Corporate Trustees. We did this when one of us got sick and there was the risk of only having one trustee. Knowing what we know now we would recommend setting up your super as a Corporate Trustee from the start. That being said iCare made the change very easy to do. The reason we chose iCare was the existing online service that we were using didn’t support a full range of legitimate SMSF investments and had restrictions on bank accounts and brokers. iCare SMSF allowed us much more flexibility. To get the best experience it is important to do good record keeping which is requirement of any SMSF. Thank you Gavin and the team at iCare for your support over the years, we look forward to many more to come.

What a find! – It took me 18 years to find this company and what a stand out performer they are! Helpful, friendly and best of all don't overcharge for their… Read more

platform. Nothing seems too much hassle for them. Even when I think it's my issue they ring me to see if they can help. Where do you find that sort of service these days.

Excellent and timely service – 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… Read more

regret it. They have made the whole process of managing a self-managed super fund very simple and easy and have always provided expert advice when required. With access to their Class app it is very simple to keep up to date with the performance of our super. All aspects of fund management are taken care of for a simple monthly fee which is very reasonable. When we first investigated setting up our SMSF, we spent significant time looking into all aspects and reviewed a number of fund managers. SuperGuardian came out well on top and in fact proved to be cheaper than trying to administer the SMSF ourselves both in terms of time and money. We have a dedicated client manager (Tom) who always provides a courteous, prompt and expert service. (Just to be clear, SG provides a fund administration service to ensure that the SMSF complies with all Australian legal and ATO requirements, whilst we, as trustees, select investments for our fund.) IF you want to make your management of an SMSF straight forward and worry free, we can highly recommend SuperGuardian to take care of all your SMSF administration requirements.

Great service and products – 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… Read more

agents have always been very helpful. The share trading prices are very competitive and like the research reports which is very helpful.

Scammed me into purchasing off the plan property I couldn’t afford – 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… Read more

afford one. My accountant had to assist me with finding a property lawyer so I could legally get out of the second sale. I spent thousands on legal fees. Thank goodness they were selling legally flawed properties as we won on the basis of an illegal build. Sad but true. The property I did keep, I still have, however there have been endless issues with that build.

MYSMSF Property (this is different from another similar sounding MySMSF but no "property" in their URL), is the best find so far. Their response… Read more

times were very good, provides really quality advice - no fluff and I am very happy with their service. Can't recommend this enough. Made my self manage super journey really smooth. You will be in good hands as they are professionals who know what they are doing.

New Venture Wealth do a great job at taking care of my super and the paperwork that goes along with it. I'm happy with their work.

Great personalised customer service and very easy to talk to.

They often don't answer the phone, and when they do, the person usually does not know what they are doing. Stuck in the past with still having to fill out forms, sign and send back. Avoid.

Great for SMSF cash – 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… Read more

through with my husband and move to other options as soon as it happens. The token for security is good but a bit old fashioned. Its easy to switch the cash to Term Deposit in their internet banking. Good rates

Will avoid them at any cost – We signed up an EOI with them for their co-living project in QLD. Once the sales of advice was signed they changed the contracted amount and when we… Read more

disputed and requested for a refund, they refused. Please get your conveyancer to check contract thoroughly as you might not get a refund either or could end up spending more than you signed up for. Abusive owner and thoroughly rude! Not something you would expect when going through your first property purchase.

Terrible business, claim themselves to be experts only to prove themselves nothing but scammers. Their advice only to make themselves richer and… Read more

treat clients not more than numbers. Stay away from them. Terrible customer service. They will lick your [Content Removed] if you pay them money but ignore your message whatsoever when you decide not to work with them.

I queried costs for a personal tax return and small business tax return all summarized in Excel. The livechat operator quoted me $400 for the… Read more

business tax return which was very reasonable. When I arrived at the office I was told my personal tax return couldn’t be done until the business return was done (even though they are completely separate). I was then quoted $2000 for the business return and i also had to sign up to use their software (over $150 pm) and it couldn’t be done using figures from an Excel SS. So you do 80% of their work and they still charge a huge amount. Unbelievable!