Daily Reporting with Total Clarity

Daily Reporting with Total Clarity

Daily Reporting with Total Clarity

At SMSFAI, we believe your super should be entirely transparent. That’s why we deliver daily online reporting that gives you a clear, up-to-date view of your SMSF — anytime, anywhere.

Track your SMSF investments via one consolidated dashboard

Check out your contributions and pension payments at a glance

Stay confidently on top of your fund compliance

Annual Video Reports for SMSF Trustees

Annual Video Reports for SMSF Trustees

Annual Video Reports for SMSF Trustees

We believe information should be clear, personal and easy to digest — not lost in paperwork. That’s why every SMSFAI client receives a tailored annual video report, walking you through performance, compliance, key events and insights — no spreadsheets, just clarity.

Personalised summary of your fund’s performance

 Delivered in plain English

 Watch anytime, anywhere

Setting up a New SMSF Fund with SMSFAI

Self-Managed. Stress Free.

01.

Complete Engagement Form

02.

Fund Establishment

1 day

03.

Establishment Pack posted in hard copy

2-4 days

04.

Review, sign and certify documents

1 week

05.

Bank and trading account opening

2 weeks

06.

Electronic Rollover requests sent

3 weeks

07.

Cash received and ready for action

4 weeks

Effortless Setup, every step of the way.

Transferring

an existing

SMSF to

SMSFAI?

Effortless Setup, every step of the way.

Transferring

an existing

SMSF to

SMSFAI?

Ready to take charge of your super?

Get started with an SMSF and start growing your wealth your way.

Stay sharp with the latest
SMSF updates and news.

Stay sharp with the
latest SMSF updates
and news.

Stay sharp with the latest SMSF updates and news.

Stay sharp with the latest
SMSF updates and news.

SMSFai, 30/91 King William St,

Adelaide, SA, 5159

© 2025 


All Rights Reserved | SMSFai

Privacy Policy ESG

General Information Warning & Disclaimer


The information provided on this website is general in nature and is intended for informational purposes only. It does not take into account your personal objectives, financial situation, or needs.

 

We are a registered tax agent and provide taxation and compliance services. We are not licensed to provide financial product advice under an Australian Financial Services Licence (AFSL). Before making any decision to establish an SMSF or implement any financial strategy, you should seek advice from a licensed financial adviser who can consider your individual circumstances.

 

Liability limited by a scheme approved under Professional Standards Legislation.

SMSFai, 30/91 King William St,

Adelaide, SA, 5159

© 2025 


All Rights Reserved | SMSFai

Privacy Policy ESG

General Information Warning & Disclaimer


The information provided on this website is general in nature and is intended for informational purposes only. It does not take into account your personal objectives, financial situation, or needs.

 

We are a registered tax agent and provide taxation and compliance services. We are not licensed to provide financial product advice under an Australian Financial Services Licence (AFSL). Before making any decision to establish an SMSF or implement any financial strategy, you should seek advice from a licensed financial adviser who can consider your individual circumstances.

 

Liability limited by a scheme approved under Professional Standards Legislation.

SMSFai, 30/91 King William St,

Adelaide, SA, 5159

© 2025 


All Rights Reserved | SMSFai

Privacy Policy ESG

General Information Warning & Disclaimer


The information provided on this website is general in nature and is intended for informational purposes only. It does not take into account your personal objectives, financial situation, or needs.

 

We are a registered tax agent and provide taxation and compliance services. We are not licensed to provide financial product advice under an Australian Financial Services Licence (AFSL). Before making any decision to establish an SMSF or implement any financial strategy, you should seek advice from a licensed financial adviser who can consider your individual circumstances.

 

Liability limited by a scheme approved under Professional Standards Legislation.

SMSFai, 30/91 King William St,

Adelaide, SA, 5159

© 2025 


All Rights Reserved | SMSFai

Privacy Policy ESG

General Information Warning & Disclaimer


The information provided on this website is general in nature and is intended for informational purposes only. It does not take into account your personal objectives, financial situation, or needs.

 

We are a registered tax agent and provide taxation and compliance services. We are not licensed to provide financial product advice under an Australian Financial Services Licence (AFSL). Before making any decision to establish an SMSF or implement any financial strategy, you should seek advice from a licensed financial adviser who can consider your individual circumstances.

 

Liability limited by a scheme approved under Professional Standards Legislation.