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Our SMSF Services

More and more people are realising the advantages of making their own investment decisions and taking control of their retirement strategy.

An increasingly popular way of doing this is by setting up a self managed superannuation fund (SMSF). 

An SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets such as listed securities, managed investments, cash and term deposits, international equities, instalment warrants and so on.

How can we help?

Morgans offers a variety of services for SMSFs, including structure, setup, advice, rollovers, investments, administration and compliance.

We have investment advisers who specialise in superannuation and a technical research team that provides updates and support on the latest in superannuation developments.

Our services

Service SMSF administration Investment reporting
Wealth+ SMSF Solution Yes Yes
Wealth+ Managed Portfolio Service No Yes
Your Entire Super Solution Yes No

Wealth+ SMSF Solution

SMSF administration & investment reporting

Our Wealth+ SMSF Solution is an all-encompassing investment administration and SMSF administration service that allows you to take advantage of the flexibility and control of an SMSF, but outsource the work involved in establishing and running your fund.

Your SMSF investments are managed through our Wealth+ Managed Portfolio Service, which provides you with comprehensive reporting on your fund portfolio and investments, in addition to your annual member statement.

Wealth+ Managed Portfolio Service

Investment reporting

Clients and their accountants can benefit from our Wealth+ Managed Portfolio Service, which is a reporting facility that we offer for investment administration. This service makes investing easier by collecting and recording all investment information/documentation, however SMSF trustees will need to arrange annual administration of the SMSF using an accountant or administrator.

Your Entire Super Solution (YESS)

SMSF administration

We also offer an SMSF administration service called Your Entire Super Solution (YESS), which provides fund administration without the investment administration. Please contact us to find out more about YESS.

More information

If you would like to find out more before contacting one of our advisers, the Morgans technical research team has produced An essential guide to taking control of your super, which provides further detail on SMSFs.

Contact Us

Contact Morgans Wollongong to discuss SMSFs and how we can help.

Latest Research