Self Managed Superannuation

Expert Administration and Financial Advice when you need it

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Stay in control and get help when you need it

You probably chose a Self Managed Superannuation Fund to give you more control over your investments. Now and again, there is a question your accountant isn't allowed to answer and a financial adviser managing an SMSF takes the "Self" out of Self Managed Super. Our offer combines high-quality operational accounting with general financial advice and continual monitoring to keep you on the right path. 

You remain in control but with TIP Wealth's SMSF offer, professionals have your back.

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SMSF Administration

Industry best practices, smart platforms and qualified staff deliver a reliable and consistent administration service, including compliance with Superannuation Industry (Supervision) Regulations (SIS), coordinating your audit and annual tax lodgements. 

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Our group offers a range of wholesale and retail investments that can complement your existing strategy.

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Monitoring and Advice

Our team can monitor your accounts and contributions and provide advice relating to tax, estate planning, pensions and more.

 Transfer your SMSF to us today

Speak with our team

We will work together to understand what is important to you and how our team can help you make the most of your retirement savings.

Choose your services

 Our services offer is modular. We can provide record keeping and lodgement or a  service with ongoing supervision or an advised solution with regular strategic meetings with our team. You choose.

Transfer your records

 Getting started is easy. Once we have tailored solution for you we will contact your existing provider to transfer records and code your accounts into our system.


Our team will make managing the compliance and trustee obligations of your SMSF easy. You can choose to maintain full control or ask our team to take on more of the work. Typically as our clients age they prefer to keep their fund but ask for more assistance. We can work with you no matter what you need.

Work with us

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