Self Managed Super

Why I Like SMSFs

As a Specialist SMSF Advisor™, it is fair to say that I am a big fan of self-managed superannuation funds (SMSFs).

The more I work with SMSF Trustees the more I find that the needs of members can vary widely, but in most cases a SMSF can be used effectively to address needs specific to that member.

This section of our website is designed to help SMSF Trustee make the most of their fund.

Frequently Asked Questions

We've put together a list of some of the most frequently asked questions we hear about SMSFs, and basic responses for your guidance.

Please note this area is generic in nature and does not take into account your personal circumstances or needs.

To view the frequently asked questions click here.

Technical Information

We have partnered with leading actuarial firm, NetActuary, to provide SMSF Trustees with a range of technical information to assist them in their decision making.

The information covers not only superannuation, but also the Centrelink age pension and a range of economic data.

To access the technical information, click here.

CLASS Super

At Excel were big fans of the Class administration software for SMSF and investor portfolios. Not only does it allow us to efficiently process our clients transactions throughout the year, it is easy for our clients to keep track of their super and investments in a convenient way.

Have a look at the CLASS Client View Video to learn more.

SMSF Videos

This area is still under construction.

Some videos may be unavailable at this time. Please check back soon.

Click for Videos

Where You Can Find Out More

There is a full section on the Australian Taxation Office website dedicated to SMSFs, and has produced a number of publications to assist SMSF trustees.

Make use of the calculators on our Resource Page.

Hop on the phone or make an appointment to see Stuart.

Remember, if in doubt, it's better to ask for guidance before you act than to need assistance to clean-up a problem.