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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

SMSF administration & investment reporting

Our Wealth+ SMSF Solution is an all-encompassing portfolio 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.

Investment reporting

Clients and their accountants can benefit from our Wealth+ Managed Portfolio Service, which is a reporting facility that we offer for portfolio 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.

SMSF administration

Our SMSF administration only service provides fund administration without the portfolio administration. Please contact us or your Morgans adviser to find out more.

More information

Download our Self Managed Super Funds Brochure, and contact your Morgans adviser or nearest office to discuss SMSFs and how we can help.

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