SMSF Benefits

Auburn Partners enables you to take control of your super to fund your ideal future lifestyle

  1. Gives you real-time access to your fund portfolio through automated bank and share trading transactions;

  2. Can refer you to our strategic partners to optimise your SMSF journey through personalised strategies;

  3. Puts the latest information at your fingertips through our online education centre;

  4. Helps you meet your compliance obligations;

  5. Provides access to our online tools and dashboard, once you become an Auburn Partners SMSF client.

Your own team of specialists

As an Auburn Partners SMSF client, you can create your own team of specialists to provide a combined wealth of knowledge and support.

These would typically include:

  • Accountant and tax specialist
  • Compliance and administration specialist
  • SMSF administration & accounting specialists looking after your reporting & annual administration

Referral to strategic partners (optional) providing the following services;

  • Licensed Wealth Management and Financial Planners
  • Insurance specialist
  • Stockbroking services
  • Estate planning and legal services
  • Mortgage Broking

This approach allows you to maintain control of your strategy, with your team by your side and focused on the same objectives – wealth accumulation, income planning, tax strategy and estate/succession planning.

Our unique online dashboard

Auburn Partners online dashboard allows you and your team the ability to manoeuvre in real time. An innovative web-based solution, it enables you to view online transactions, electronic records, compliance and administration tools, integration with banks and brokers and your SMSF fund.The dashboard is intuitive, reliable and easy to use.

Customer driven, the dashboard maximises the power of technology to deliver an SMSF experience like no other. The system complements our focus on ‘people, not products’. While you can securely and conveniently manage your super journey wherever you have access to the internet (including on mobile devices) we also offer face-to-face consultation.

The features:

  • Access to your team of experts
  • Member direct access and reporting
  • Our advisory team works with you on real time tax strategy
  • Education resources
  • Events (seminars and webinars)
  • Online help and chat service
  • Email & SMS alerts
  • Communications with your advisors
  • Access to your super fund banking
  • Document storage centre for your super fund