Our prime goal is to make managing your wealth easy, effective and affordable. We do this by offering one of Australia's best SMSF platforms and delivering it with a genuine commitment to personal service by our Australian based support team.

SMSF set up or transfer

  • We can set up a new Fund using our standard Trust Deed or you can transfer your existing Fund to us and retain your existing Trust Deed
  • We will arrange all the necessary documents for either option

Managing your investments

  • You and your adviser will have secure access to the Wealthtrac SMSF website to manage your Fund online
  • Wealthtrac provides links with your bank, stockbroker and managed fund platform to enable seamless transaction and performance reporting via our SMSF website

Investment strategy

  • Our online investment strategy tool allows you to compare your actual investments against your strategy and adjust where necessary

Managing your compliance

  • Wealthtrac will send out emails where there is a breach of contributions caps or any other regulated requirements
  • You or your adviser can also discuss any compliance matters with your designated Client Manager on 1300 11 98 98

Starting a pension

  • You can start a pension whenever you are eligible

Online tax and member reporting

  • Tax and member impacts of transactions are reconciled each month which helps you and your adviser manage your Fund’s tax position and make adjustments before year end

Our client service team

  • If you or your adviser require assistance, please call your designated Client Manager on 1300 11 98 98