Welcome To Australia's Most Advanced SMSF Platform
SMSF Edge is an online platform helping SMSF trustees effectively manage their super. Join 100's of smart investors who have peace of mind & confidence with their self-managed super requirements.
What You Can Achieve With SMSF Edge
Confidence
That you have an advice team and an easy to use administration platform working with you to achieve your goals.
Control
Giving you 24/7 access, so you have complete control of your SMSF at your fingertips.
Peace of Mind
That your future is taken care of and your plans can change with you.
Assurance
You have ongoing support as trustees and members of an SMSF.
More Time
To spend on the things important to you, leaving the complex stuff to the experts.
Satisfaction
Knowing that you have the tools to stay on top of SMSF compliance and regulations.
Just A Few Of The Powerful Features Of SMSF | Edge
An SMSF Platform That Is Easy To Use
The technology we use performs real-time compliance checks, calculates and optimises Capital Gains Tax and contains a full suite of 24/7 reporting and tax management tools – all within an easy-to use, functional navigation system.
Mobile Technology and Secure Encryption
It’s mobile. Connect anywhere, anytime, for live access to manage, stay current and stay relaxed in the knowledge that you have complete control of your SMSF at your fingertips.
Real-time Tax Estimation And CGT Optimisation
See real-time taxation estimates before you commit, not after it’s too late. The live tax tools let you optimize and track your tax position, saving you money, simplifying and taking the worry out of year-end taxes.
Daily Automated Bank Processing
Built-in data feeds for foreign exchange rates, domestic and international stock markets and managed funds. Bank and broker transactions are reconciled daily to reveal compliance or tax issues, and the intelligent preview function shows the impact of a transaction before it’s executed.
Complete Document Management
An innovative document management system. Members can add notes, documents and activities to associate them with any record in the system.
Discover The SMSF Edge Package That Best Suits You
Our market leading platform and administration service is a low cost monthly fee, giving you high end SMSF control, real time compliance and access 24 hours 7 days a week!
Your Self-Managed Super Fund Administration Service Includes
- End of financial year tax returns & Company return for corporate trustees
- Reconciliation of all bank account transactions and direct shares
- All administrative tasks, and acts as a mail house for record keeping and compliance
- Electronically stores records of transactions undertaken by the SMSF
- Maintains a register of members, investments and financial accounts
- Enables fund assets to be managed 'segregated' or as 'pooled basis' giving you flexibility
- All financial reports and regulatory documents required to maintain the fund
- Maintaining financial records on behalf of the SMSF in accordance with regulatory requirements
- Giving you 24/7 online access, via our SMSF | Edge platform and view in real time helping support your super aspirations.
SMSF Edge is Australia’s most advanced SMSF technology and is combined with a state of the art administration & client service centre, taking out the hard work when managing your Self-Managed Super Fund.
The Team Behind SMSF Edge
SMSF Edge was established to help our clients achieve a straightforward and seamless SMSF experience in both qualified wealth advice and taxation matters.
Leading the way we combined a state of the art online SMSF administration platform and a highly specialised SMSF wealth advice team, giving you real transparency and control of your super money.
SMSF Edge was designed by two SMSF Certified Advisers and welcomed a team of SMSF Accounting Professionals who are dedicated to providing valuable, client centric solutions. Bringing the best of DIY super advice to one table, providing great benefits for our clients.
Our online platform features are intuitive, looking after you each step of the way, so you do not need to worry or scramble at year's end to get all your SMSF work done. You can also forget the large tax bills and last minute errors that many face with other providers.
Clients choose us because we care and really know our stuff. We provide an affordable and complete SMSF package that is tailored and flexible so you can manage and control your investments, view your tax & compliance situation when you want - leaving the complexities to us.
Frequently Asked Questions & Answers
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How do I get started with SMSF Edge?Contact one of our certified SMSF professionals. First consultation is at no cost and will help determine if it is right for you. Click here to get started
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I want to set up a Self-Managed Super Fund, can you help?
Yes we can assist you to set up a self-managed super fund and discuss if it right for you – Click here to get started.
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I already use another SMSF administration service, can I change to SMSF Edge?
Yes. We help manage the transfer at no additional cost. Click here to get started
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What is the SMSF Edge pricing?
Click here to receive the SMSF Edge pricing.
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How can I login to my SMSF Edge administration account?
You will receive an email with your login details, then visit the SMSF Edge website and click login at the top of the page. Wait for the secure page to load and enter your login details for access.
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I need some help with my SMSF, what should I do?
Contact the SMSF wealth advice team on
1300 884 911 or email us
SMSF Edge Group Pty Ltd, private client advice is provided by Jade Private Wealth Pty Ltd ABN 78 209 355 329 a Corporate Authorised Representative No. 453955 of MyPlanner Australia Pty Ltd - ABN 28 140 520 225 AFSL No. 345905. The information herein is for Australian Residents only, and is of general nature.
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