Advisers, Accountants & Stockbrokers

Self-managed superannuation is a complex area requiring specialist skills and up to date knowledge. Using the services of My Own Super Fund to provide compliance and administration support for your clients’ SMSFs will provide your firm with the following benefits:
  • Your clients will have access to market leading expertise in relation to self-managed superannuation;
  • You will receive access to our technical support services;
  • You will be dealing with an independently owned firm that does not provide competing financial advice or investment products;
  • You will minimise the amount of time you and your clients need to spend on administration and compliance matters; and
  • You will greatly reduce the risk that any of your clients’ funds will breach their obligations or become non-compliant.
All this adds up to greater peace of mind for both you and your clients.

Additional Services & Flexibility

My Own Super Fund also provides additional flexibility and functionality for advisers, accountants and stockbrokers.
  • With the written agreement of your client, we can deduct your fees directly from the fund assets and pay them to you on a monthly basis.  Fees can be levied as a fixed dollar amount or as a percentage of assets;
  • We also understand that some accountants may want to retain responsibility for the fund tax return or fund audit.  In such cases we are able to offer a modular range of services allowing you to select only those services that you wish to utilise.
If would like any further information in relation to My Own Super Fund’s administration and compliance services please contact Mark Phillips on 1300 364 597.

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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