Your Investments,
Made Easy.

Your SMSF. Your Strategy. 
All the Connections You Need.

From secure cash foundations to geared property, shares, or emerging assets like crypto & gold, we support you in every decision.

SMSF Investing

Investing in Your SMSF.
Keep Control, Remove the Hassle.

An SMSF gives you unmatched flexibility to build a portfolio that matches your vision - whether that's steady growth, tax-efficient income, or bolder plays for legacy-building. 

You decide what, when and how much. We ensure every investment flows seamlessly through your fund: compliant setup, accurate reporting, secure transactions and effortless record-keeping. 

No more chasing signatures, mismatched statements, or compliance gaps.  
With your dedicated Client Service Manager coordinating behind the scenes, your strategy stays focused on what matters: growing wealth your way.

SMSF Share Trading

The Heart of Your SMSF.


Every strong SMSF starts here. 
Your dedicated transaction account acts as the secure hub for contributions, rollovers, expenses, pension payments and investment flows.

We set it up correctly from day one, authorise seamless debits for fees and taxes and keep visibility crystal clear in your portal.

No more manual transfers or file transfers - your cash position is always accurate and ready for your next move.

Low-Risk Returns, Total Peace of Mind.

Need stability while markets settle or while planning your next step?

Term deposits deliver predictable returns on idle cash - ideal for parking funds safely with minimal risk.

We help you compare rates across providers, place deposits directly from your SMSF account, and track maturity dates so nothing rolls over unnoticed.

Earn steady income without lifting a finger - while your fund remains liquid and compliant.

Build Wealth Through Geared Property Strategies.

Property remains a powerful engine for many SMSFs - delivering passive rental income, capital growth and tax advantages.

Ready to gear up? We seamlessly facilitate LRBAs through specialist mortgage brokers, so you can borrow to acquire residential or commercial property while protecting the rest of your fund.

Beyond financing, tap our ecosystem for full real estate support: Buyers agency services, rental management, landlord insurance, depreciation schedules, and more - all coordinated so you stay focused on what’s important.

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Already have an SMSF?

Transfer your SMSF to Ez SMSF

instantly & for free!

Ez SMSF transfers your SMSF electronically into our administration with no hassle, leaving you to focus on what’s most important - your retirement.

Transfer your SMSF today!

It only takes a few moments to begin your transfer.

Trade Seamlessly, No Paperwork.

Access ASX shares, ETFs and managed funds directly from your SMSF bank account.  

Buy, sell, and rebalance your portfolio in real time - without forms, delays, or file transfers.  

We connect your broker feed, capture every trade for reporting, handle dividend reinvestments, franking credits and CGT calculations automatically.

Grow your wealth through diversified equities or index exposure, all while we keep your fund flawless.

Your decisions. Instant execution. Zero hassle.

Diversify with Confidence.

Looking beyond traditional assets?

Precious metals, collectibles and cryptocurrencies can add diversification. 
We connect secure, SMSF-approved platforms and wallets, handle acquisition and storage rules, track valuations, and ensure accurate reporting for audits and tax.

Explore emerging opportunities like crypto with the same control and certainty as your core holdings - backed by our expertise, so risks stay managed, not overwhelming.

Ready to Put Your Investment Ideas into Motion?

No lengthy forms. No hard sell. 
Just a clear, relaxed conversation to see if we’re the right fit for where your fund is heading next.

Investment FAQs.