Your SMSFs Administration, Simplified.

SMSF administration is everything that keeps your fund running smoothly behind the scenes - from daily document tracking and transaction recording to preparing accurate financial statements, coordinating audits, and handling all the paperwork with the right authorities. At Ez SMSF we take care of the entire load so you simply upload what’s needed through our secure app and stay focused on growing your investments your way.

Many trustees start out thinking they can manage it all, only to find their days filled with chasing documents and endless tasks -like carrying an ever-growing washing basket. A professional administrator like Ez SMSF removes that burden completely. You keep 100 % control of every investment decision while we quietly handle the admin, giving you back time, clarity and real peace of mind. 

Everything your fund needs on an ongoing basis: full financial reporting and accounting, annual auditing coordination, government liaison and lodgements, plus your own dedicated Client Service Manager who knows your fund inside out. We make it seamless so nothing slips through the cracks.

Our straightforward flat fee is $350 per month per fund, covering administration, accounting, auditing coordination and full government liaison. No hidden surprises, no hourly charges and no extra fees for the everyday work your fund requires.

Absolutely. Transferring to Ez SMSF is free and effortless. We contact your current administrator for you, handle the electronic transfer, run our SMSF Health Check with you, and get you set up with your dedicated Client Service Manager.

Your CSM is your single, friendly point of contact who knows your fund inside out. They manage day-to-day tasks, answer questions quickly via phone or the app and make sure everything runs smoothly.
Think of them as the reliable friend who quietly keeps the washing basket from ever overflowing again.

We prepare accurate annual financial statements, reconcile every transaction, manage GST and activity statements and lodge your SMSF Annual Return and tax returns - all on time with clear, plain-English explanations. You simply review and approve - we do the heavy lifting. 

We coordinate everything with an independent auditor each year - supplying all records, resolving queries and delivering a simple summary of the outcome to you. You receive the final audit report with zero surprises and full confidence that everything is in order.

We act as your authorised agent so you never have to deal directly with the ATO or ASIC.

We handle all correspondence, payment facilitation, supervisory levies and any required lodgements - quietly and efficiently in the background.

You’ll have direct phone or app access to your dedicated Client Service Manager with same-day responses wherever possible. No more waiting in queues or wondering if anyone is listening - we’re here when you need us.

Yes - 100 %. You decide every investment, every time. We simply make sure the administration side runs flawlessly so your decisions are properly recorded and reported without any hassle on your end.

We use Karbon as your secure client app for easy document uploads and real-time visibility, plus BGL SF360 for accurate, automated reporting. The result is faster service, fewer errors and a clean, modern experience that actually feels effortless.  

After your fund transfers to us we run a thorough SMSF Health Check that shows exactly where your fund stands in plain English - displaying any items that need work, plus clear next steps.

It’s our way of giving you total transparency and confidence right from day one.

Most transfers are completed within a few weeks. We handle the heavy lifting - contacting your old administrator, moving the fund electronically and running the Health Check, while you simply provide a few documents through the app. You stay informed the whole time. 

Low-cost providers often leave you carrying the full load with slow responses and clunky systems.

At Ez SMSF you get personal support, proactive service and a dedicated team member that makes administration feel invisible - so your fund can grow comfortably without squeezing you.