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Together we continue to provide award-winning service

Our platform was rated number one by our clients in both the CoreData SMSF and Roy Morgan Customer Satisfaction awards for 2017. We’re proud to hear our clients are satisfied with the way we’re helping them to manage and grow their super for the future. Thank you for your continued support.

Roy Morgan customer satisfaction award

SMSF Service Model Report


The SMSF Service Model Report provides a unique insight into SMSF service providers and their business models, highlighting industry best practice and uncovering the key drivers of sustainable outperformance.

More SMSF resources

LRBA calculator

Detailed comparison of borrowing to invest in property inside and outside of super

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Little Black Book

iOS and Android app that includes embedded calculators to assist with simple tax, superannuation and social security related calculations

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Sharemarket Tax Facts

Finding the information you need to prepare tax returns for clients with share portfolios is made easy with Sharemarket Tax Facts

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Find out how we can help


If you'd like to speak to a specialist about how we can help build your business, get in touch.