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.

Stuart Fitzpatrick - Director
Excel Financial Advisors

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, please click here



Fundweb

Fundweb is our SMSF administration service that allows SMSF trustees to remain in control of their investments, contribution limits and pensions.

By using the latest in software and technology we can provide daily valuation of all ASX listed securities, most managed funds, and most bank accounts.

Fundweb allows you to access up to date information about your SMSF, track investment performance and prepare a variety of reports to view or print.

To see a demonstration of fundweb, click here

Our Videos

Where you can find out more

The ATO has a full section of their website dedicated to SMSFs, and has produced a number of publications to assist SMSF trustees.

Sign-up to our SMSF Newsletter.

Make use of the calculators on our calculator 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.