Self Managed Superannuation Funds

Superannuation & SMSF

Simplify your super and SMSF management with our experienced team.

Making super simple

Managing your super or SMSF shouldn’t be complicated. Ipsum Wealth makes it easy, offering expert guidance and seamless administration so you can focus on your future.

We can collaborate with Ipsum Advisors, our dedicated full-service accountancy division, to support you with your SMSF needs, providing expert guidance and seamless management.

Expertise you can trust

Our team partners with your accountant and advisors to deliver a streamlined, transparent SMSF experience tailored to your needs.


What we offer

  • SMSF Setup & Administration
    From setup to ongoing management, we work collaboratively with your accountant to handle compliance and reporting.

  • Tax & Regulatory Support
    We ensure your fund meets all obligations, so you avoid penalties.
  • Pension & Benefit Management
    Optimise pension payments and withdrawals for tax efficiency.

  • ASIC Agent Services
    We support your accountant to manage your ASIC compliance, from annual reviews to director changes.

 

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