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Best SMSF / Small Funds in Victoria Melbourne and Geelong

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19 listings

Online Super Fund
  • Award Winner 2021
  • 2020

Online Super Fund

5.0 from 127 reviews

Latest review: This is our first year with Online Super Fund. We have found them to be prompt with any question or query and completed our SMSF return accurately and on time. This is a massive change and

  • Transparency
    4.9 (115)
  • Customer Service
    4.9 (119)
  • Rates and Fees
    4.9 (67)
Xpress Super

Xpress Super

4.9 from 90 reviews

Latest review: We started our SMSF in 2013/2014 and have been very happy with there service to help establish the fund and there continued ongoing assistance. Our designated support person gives us updates all the

  • Transparency
    4.7 (21)
  • Customer Service
    4.7 (23)
  • Rates and Fees
    4.8 (16)
ESuperfund

    ESuperfund

    4.6 from 433 reviews

    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

    • Transparency
      4.4 (62)
    • Customer Service
      4.3 (67)
    • Rates and Fees
      4.4 (45)
    Dixon Advisory

      Dixon Advisory

      4.1 from 173 reviews

      Latest review: Lost over $140K due to Dixions advise to purchase URF and New solar. When confronted my advisors regarding the decline they assured me verbally that all will pick up after the USA election...load

      • Transparency
        1.5 (22)
      • Customer Service
        3.3 (27)
      • Rates and Fees
        1.2 (19)
      Redwood Advisory

      Redwood Advisory

      5.0 from 29 reviews

      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

      • Transparency
        5.0 (10)
      • Customer Service
        5.0 (11)
      • Rates and Fees
        5.0 (1)
      Super Concepts

      Super Concepts

      4.1 from 114 reviews

      Latest review: We started in 2014 with Cavendish and had great service delivered by excellent staff and for most of that time we were looked after by Dariely Pavloudis. The service was "Pro-Active" and answers

      • Transparency
        4.3 (78)
      • Customer Service
        4.4 (87)
      • Rates and Fees
        4.0 (72)
      UNIP SMSF Administration

      UNIP SMSF Administration

      5.0 from 20 reviews

      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

      National Sterling

      3.9 from 38 reviews

      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 Service
        1.0 (1)
      Bell Direct SMSF Service

      Bell Direct SMSF Service

      5.0 from 14 reviews

      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)
      SuperGuardian

      SuperGuardian

      4.8 from 13 reviews

      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

      • Transparency
        5.0 (2)
      • Customer Service
        5.0 (2)
      • Rates and Fees
        4.0 (2)
      My SMSF

      My SMSF

      4.8 from 12 reviews

      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

      • Transparency
        4.8 (10)
      • Customer Service
        4.7 (10)
      • Rates and Fees
        4.8 (10)
      Squirrel

      Squirrel

      1.7 from 30 reviews

      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

      • Transparency
        1.0 (23)
      • Customer Service
        1.0 (23)
      • Rates and Fees
        1.2 (17)
      iCare Super

      iCare Super

      5.0 from 6 reviews

      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

      • Transparency
        5.0 (3)
      • Customer Service
        5.0 (3)
      Wealthtrac

      Wealthtrac

      5.0 from 1 review

      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

      Zuper

      4.6 from 5 reviews

      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 Service
        4.3 (4)
      RaboDirect DIY Super

      RaboDirect DIY Super

      2.7 from 3 reviews

      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 Service
        1.0 (1)
      Income Tax Professionals

      Income Tax Professionals · includes 5 listings

      2.0 from 34 reviews

      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

      • Transparency
        2.4 (14)
      • Rates and Fees
        2.1 (12)
      ipac

      ipac

      1.0 from 9 reviews

      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,

      Just Superfund

      Just Superfund

      1.0 from 1 review

      Latest review: Use once. Someone names [Name Removed] was helpful and efficient in the beginning. At the end when I wanted some questions answered because I have some complex hedgefunds that involve coupons, I