Review of SMSF Administration Services December 2008

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The AIA called on members to provide a review of a SMSF administration service they use. Each review at least includes contact details, the services provided, the costs and a review of the service by the member. Some reviews contain more detailed information.

Here we include reviews of 24 administration services located throughout Australia, mainly in the capital cities.

Please note that comments and information provided by reviewers may have been edited. The assessment of the quality and accuracy of the services reviewed is as judged by the individual reviewer/s and are not official reviews by the Australian Investors' Association Ltd.

Review of SMSF Administration Services:

COMPANY	LOCATION
ABN Amro Morgans	53 locations Australia wide
AET Super Solutions	Adelaide
Bastion Superannuation Services Pty Ltd	Brisbane
Bendzulla Actuarial Pty Ltd	All states
Cavendish Superannuation	Adelaide
Chats Accountants & Advisers	Sydney
Clarkson Williams Accountants	Canberra
Deloitte	Adelaide
Dixon Advisory	Canberra, Sydney, Melbourne
Green Taylor Partners	Horsham, Victoria
Heffron Consulting	Maitland, NSW
Kindle Partners	Melbourne
McMasters Accountants, Solicitors, Financial Planners	Melbourne
Perpetual DIY Super Trustee Services	Sydney
Proven Superannuation Fund Management Pty Ltd	Brisbane
Self Funded Retirement Planners Pty Ltd	Perth
Self Super (McKeon & Co Accountants)	Brisbane
Super Concepts	Melbourne
Super Help	Sydney
Super Plus	Brisbane
Super Smart Administration Services	Melbourne
Superannuation Solutions Australia Pty Ltd	Brisbane
Tranzact Total Super (formerly Total Super)	Brisbane
Universal Consultancy Services	Rydalmere, NSW

DISCLAIMER

Please note information provided in these reviews are current as at October 2008 and do not take into account special offers, discounts, price changes, company changes etc.

Inclusion of a SMSF administration service and the views expressed by the members in these reviews do not imply nor construe endorsement of the administration service by the Australian Investors' Association.

Please refer to the full disclaimer.

Disclaimer

This Disclaimer is made for the purposes of the Corporations Act 2001 as amended by the Financial Services Reform Act 2001 ("the Acts").

The Australian Investors' Association

The Australian Investors Association ABN 75 052 411 999 ("AIA") is a non-profit association that aims to assist investors become more knowledgeable and independent. In furthering its aims the AIA offers general information through its publications. The AIA has no Australian Financial Services Licence (“AFSL”) under Part 7 of the Corporations Act 2001 as amended.

Does not contravene the Acts

The AIA, its officers, agents, representatives, and employees do not hold an AFSL and does not purport to give advice or operate in any way in contravention of the Acts. The AIA, its officers, agents, representatives, and employees exclude all liability whatsoever, in negligence or otherwise, for any loss or damage relating to this publication to the full extent permitted by law.
The AIA has a policy that does not permit the endorsement or recommendation of any product or service regulated by the Acts.

Provides Information only

This report has been prepared as an information report without consideration of any reader's specific investment objectives, personal financial situations or needs. Because of this, no reader should rely upon the information and/or recommendations contained in this report. Readers should, before acting on any information contained herein, consider the appropriateness of the information, having regard to their objectives, financial situation and needs.

The AIA believes that the material contained in this report is based on the information from sources that are considered reliable and is accurate when issued. However, the AIA does not warrant its accuracy or reliability. All views and information expressed by the AIA, its officers, agents, representatives, and employees are for the purposes of discussion only.

If this report, or any information, relates to the acquisition, or possible acquisition, of a particular financial product, the reader should obtain a product disclosure statement relating to the product and consider that statement, and should consult a licenced person before making any decision about whether to acquire the product.

The opinions expressed in this report are those of the authors and do not necessarily reflect the views of the AIA.