The SMSF Specialists is a Corporate Authorised Representative of Optimus Financial Pty Ltd (AFS License No. 253120) and specialises in providing strategic consulting advice, portfolio management, and compliance administration services for self managed superannuation funds (“SMSF’s”). 

We work with Professional Advisors - Accountants, Financial Planners and Lawyers - to develop their clients by ensuring that they derive the maximum benefit from their SMSF, whilst at the same time providing security of compliance. 

Encompassing four areas of focus, our key services include: 

The SMSF Specialists provides high level strategic consulting advice for SMSF's that maximise the effectiveness of SMSF’s as an investment and intergenerational wealth transfer vehicle.

CompleteAssetManager manages all assets of investors - including non-wrap account like investments such as commercial property - through a seamless, up-to-date, cost effective, 24/7 on-line accessible portfolio management solution.

CompleteSuperAdministration handles all aspects of SMSF administration. It simplifies the compliance process required for SMSF’s, allowing Professional Advisors and their clients to focus on what they do best.

CompleteEstatePlanning manages and coordinates the estate planning process with your Advisors, ensuring that control of your superannuation assets are transferred to your beneficiaries in accordance with your wishes in the most efficient and tax-effective manner.

For Professional Advisors, we recognise that you will have different service requirements depending upon your firm’s own capabilities. Our services are tailored to meet your needs and operate seamlessly with the services you provide. 

Either way, you and your clients benefit from working with dedicated accredited SMSF Specialist Advisors, positioning your firm to market a complete range of SMSF services.