Sydney SMSF administrators since 2016

Your SMSF, handled end to end.

Accounting, compliance, audit and lodgement for self-managed super funds, at a transparent annual fee.

Make an enquiry (02) 9222 9555

Your fund's year, taken care of

What happens, and when.

  1. Every day
    Transactions reconciled
  2. Every quarter
    BAS prepared and lodged
  3. Year end
    Financial and member statements
  4. Audit
    Coordinated with your SMSF auditor
  5. Lodgement
    Annual return lodged with the ATO

Who we work with

Trustees who want control without the paperwork, and the professionals who advise them.

Trustees

Keep control of your super and the freedom to invest it your way, without the day-to-day administration.

Accountants and planners

Get accurate, up-to-date fund information without the admin work, so your time goes to tax, super planning and advice.

SMSF administration

From establishment to annual lodgement, we keep your fund's records accurate and its obligations met.

From$2,200per year incl. GST, covering accounting, independent audit and compliance

Establishment and compliance

  • New SMSF set-up, including ABN, TFN and GST registration
  • Transfer of an existing SMSF to us
  • Compliance with superannuation laws and regulations

Financial records and lodgement

  • Annual financial statements and member benefit statements
  • SMSF annual return lodgement
  • Business Activity Statements (BAS)

Daily reconciliation

  • Unreconciled transactions processed every day

Investment records

  • Recording and monitoring of fund investments
  • Investment reports

Member administration

  • Member records maintained
  • Contributions and benefits calculated and recorded

Online access and support

  • Real-time reporting on valuations, asset allocation, contributions, pensions, capital gains and cash
  • Direct access to SMSF administration specialists

Assets we administer

CashTerm depositsBank billsBondsDirect propertyListed propertyASX sharesInternational sharesManaged fundsWarrants and optionsGold bullionArt and collectables

Portfolio administration

Clear, accurate records for investments held outside super: ASX shares, managed funds, international shares, property trusts and investment trusts.

Automatic price updates

Price and performance data for more than 500,000 shares, ETFs and managed funds worldwide.

True annualised returns

Including capital gains, dividends and currency movements, not just what your broker shows.

Benchmark comparison

Compare holdings against the ASX 200, ASX 300 or global benchmarks.

Tax-ready reports

Transactions processed and reports you can download whenever you need them.

Getting started

Most of it is paperwork, and we do the paperwork.

Set up a new SMSF

  1. YouComplete the online application
  2. YouSign the trust deed and documents, electronically or on paper
  3. WePrepare the trust deed and establishment minutes
  4. WeRegister the fund with the ATO for ABN, TFN and GST

Transfer an existing SMSF

  1. YouSend us your transfer request
  2. YouProvide your fund's existing information
  3. WeContact your current accountant to arrange the transfer
  4. WeReview the previous financial year

Transparent pricing

Fixed annual fees based on what your fund holds. You pay for the services you use.

Basic

Funds under $1 million holding only shares or only property.

From$2,200per year incl. GST

Pro

A mix of shares and property, or shares and unlisted assets.

From$3,300per year incl. GST

Max

Diverse or complex holdings, including international shares, unlisted assets, related party transactions, art and crypto.

From$4,400per year incl. GST

Portfolio administration

For investment portfolios held outside super.

From$660per year incl. GST

All prices include GST. SMSF fees cover administration, accounting, the independent audit and compliance. Contact us for a quote based on your fund.

Upcoming key dates

Lodgment and payment dates for SMSFs that lodge through a registered tax agent. Your fund's dates may differ, and we confirm them with you.

    Transfer balance reporting: events affecting a member's transfer balance must be reported within 28 days after the end of the quarter in which they occur.

    If a due date falls on a weekend or public holiday, you can lodge on the next business day. Dates follow the ATO's registered agent lodgment program and roll forward automatically each year.

    About Cube Super

    Less time on compliance. More time on what matters.

    Cube Super was founded in July 2016 to help trustees, accountants and financial planners spend less time and money on SMSF administration, and more on the advice that makes a difference.

    Our administrators are supported by experienced accountants, lawyers and financial planners, working together to get the details right for every fund.

    2016Established
    SydneyCBD office
    FixedAnnual fees

    Get in touch

    Office
    Suite 3, Level 13, 56 Pitt Street
    Sydney NSW 2000
    Hours
    Monday to Friday, 9am to 5pm

    Protect yourself from scams. Cube Super will never ask you to change bank details or transfer money by email or text message. If you receive a request like this, call us on (02) 9222 9555 before you act.

    Make an enquiry