My Own Super Fund provides fund establishment and ongoing administration and compliance services for Self-Managed Superannuation Funds.

If you are interested in utilising our services please contact us on 1300 364 597 for further information, or to request a copy of our Financial Services Guide (FSG) and Fund Application Form.


Our establishment services provide all the necessary information, registrations and
documentation required for you to set up and commence running your own SMSF.

Our services include:

      • Provision of a Self-Managed Superannuation Fund trust deed;
      • All required fund registrations and elections;
      • Provision of fund related disclosure materials and application forms;
      • Provision of pro-forma Trustee minutes and resolutions;
      • Establishment of a Cash Management Account (CMA) for your fund.
            • In addition My Own Super Fund is able to assist you in establishing a special purpose company to act as Trustee for your Self-Managed Super Fund.


Our ongoing administration and compliance services ensure that your fund is kept
up to date and complies with all the necessary superannuation law requirements.

Our services include:

            • Maintaining member and investment information
            • Processing of all member transactions;
            • Preparation of annual fund accounts;
            • Arranging the annual fund audit;
            • Ongoing compliance monitoring;
            • Coordinating the lodgement of all statutory reporting;
            • Provision of pro-forma Trustee minutes and resolutions;
            • Regular Trustee and member reporting.


In addition to assisting in the establishment of new SMSFs, My Own Super Fund is also able to takeover and administer existing SMSFs.

We find many clients who bring their fund to us end up receiving a greater level of service at a lower cost than they were previously charged.

We have proven expertise in the takeover of distressed funds, including assisting SMSFs who are late in the lodgement of their returns.

Contact us on 1300 364 597 for more information about how My Own Super Fund can assist you in running your current SMSF.

Contact Us!

Call Mark Phillips on 1300 364 597 for more information on how My Own Super Fund can assist you to establish and run your own SMSF.

Alternatively, complete the form below and we will respond promptly to your query.

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