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Self Managed Super Funds

Access the full potential of your self managed super fund:

SMSF Enquiry Form
Contact us to find out more information on the establishment and administration of a self managed super fund. 2020 DIRECTINVEST members are now able to access preferred pricing on the establishment and administration of DIY super funds through Multiport.

 
Depending on your situation, self managed super (also know as DIY superannuation) will allow you to take full control of your super and access a greater variety of direct investment options not normally available through a public offer super fund.

It is important to note that the Australian superannuation industry is both complex and ever-expanding, and no area more so than that of self managed superannuation funds (SMSFs).  While accountants and financial planners are able to provide financial advice, they are often not able to remain up to date with the volume of changes and tax rulings related to SMSFs.  Investors may not be accessing the full potential of their self managed superannuation fund – in such a highly specialised area you need a specialist.

Multiport is a specialist DIY superannuation services provider, and is committed to providing the highest level of portfolio administration, reporting and compliance services by combining a wealth of experience with technology and a dedication to client service. Their services include self managed super fund establishment and ongoing administration services:
  • Fund establishment (including deed and settlement of all related regulatory issues for SMSF's)
  • Daily portfolio administration and updating
  • Online access to up to date portfolio investment data
  • Detailed quarterly reporting
  • Management and recording of contribution and preservation records
  • Compliance reporting, tax lodgements and audit
  • Maintenance of capital gains tax records
2020 DIRECTINVEST members are now able to access preferred pricing on the establishment and administration of DIY super funds through Multiport.

 
Multiport
Standard Fees
2020 DIRECTINVEST
Discounted Fees
Fund Value Range Fee per month Fee per annum Fee per month Fee per annum
Under $250,000
$230 $2,760 $210 $2,520
$250,001 - $500,000
$270 $3,240 $230 $2,760
$500,001 - $1,000,000
$350 $4,200 $300 $3,600
$1,000,001 - $2,000,000
$390 $4,680 $330 $3,960
Over $2,000,000 Negotiable Negotiable Negotiable Negotiable

All fees are inclusive of GST and are charged monthly in arrears based on the gross DIY super fund value at month end. The minimum administration fee applicable for a SMSF for a financial year (or part thereof) is $1,600 including GST. Where a gross fund value, as measured at the end of the each month, moves from one fund range to another, the monthly fee will be altered from the next month.

To find out more information on the establishment and administration of a self managed super fund, please submit the SMSF Enquiry Form.

Investors who are currently considering setting up their own DIY super fund may wish to visit the following webpage which provides information on the advantages and disadvantages of self managed super funds.
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