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SMSF Australia

SMSF Australia

 Verified
SMSF Australia
5.0

102 reviews

Positive vs Negative
100%0%
Transparency ?
4.9
Customer Service
5.0
Rates and Fees
4.9
102 reviews
5 Quoc le  · The team is very good at what they do, very helpful and easy to deal with, they always respond to all my questions. 100% you should try them out.
5 Dan K  · Emily and the team are always responsive, knowledgeable and helpful.
5 Johnno  · Highly satisfied with the service I have received from Emily and the team at SMSF Australia. Highly recommend - 5 stars plus...thank you
5 Carmelo  · On time, on budget, very professional, and friendly service, recommend.
5 Andrew  · The service was fast affordable and responsive to my queries. I recommend them.
5 Ryan  · 100% recommend – Great service. They make everything easy. Recommend to anyone who wants to set-up a SMSF.

Reviews with attachments

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Steve
SteveVIC
 

We are delighted with the service offered by SMSF Australia. Not only fast and friendly, but they know the rules and help us keep them, which is vital for SMSF. Emily Cooper, our accountant, is wonderful to deal with and so committed to her work. We are entering our second year with SMSF Australia and 100% happy. Show reply

Latest follow-ups

Warren
WarrenVIC13 posts
 

Emily has been a delight to work with, very knowledgable and professional as well as being super efficient. We have had an SMSF for over 20 years now and can speak from experience as to how good these guys are. Thanks Emily and the whole team for all your help, Regards Warren. Show 2 replies

 Follow-up  · Their reporting has been excellent, the audit process past the first one was easy, the rollover is always tough but they handled it very well, most important thing is to activly assist with good records.

Recent reviews

Melissa
Melissa
 

We joined SMSF Australia around 5 months ago, and it has been an absolute breeze dealing with the team. When we joined, we had no idea what to do, or what was involved. Everyone in the team was so patient and informative, and helped us every single step of the way, making it seem so simple and effortless. The team are always happy to help you, no… Read more ·  1

question is too small or silly. Communication is promt. The team are very knowledgeable and will help you understand things in a simpler way. We are so happy and grateful for SMSF Australia. We highly recommend!!!

Brooke G
Brooke GNSW
 

We honestly couldn't be happier with SMSF Australia. Before finding them, we had spoken with two other accountants about setting up an SMSF and left both appointments feeling completely overwhelmed. There was so much jargon, endless forms and unexpected costs that it all seemed far more complicated than it needed to be. Then we came across SMSF… Read more ·  1

Australia and decided to make a phone call. From that very first conversation, everyone was so welcoming, friendly and genuinely happy to help. The whole process was incredibly quick and straightforward, with everything done remotely - no juggling appointments with work, comfortably doing everything at home - except for opening up the bank account!

The forms were easy to understand, the instructions were clear and detailed, and every question we had was answered promptly. No question ever felt like too much trouble.

Their pricing was also very competitive, with all costs explained upfront, so we knew exactly what to expect from the very beginning. There were no surprises.

The whole team has been patient, polite, professional and extremely knowledgeable throughout the entire process. They have made setting up and managing our SMSF far less daunting than we ever imagined.

We would highly recommend SMSF Australia to anyone thinking about setting up an SMSF. Thank you to the whole team for making what seemed overwhelming such an easy and enjoyable experience.

Charmaine
Charmaine
 

Absolutely a great, efficient, on time, price outstanding. Very happy with the product. Work and installation was extremely good. Am so happy will Def recommend all wk done. Such a good family and their buisness

Davr
Davr3 posts
 

I am a self confessed difficult person to deal with due to some health issues but a great big thanks to Emily and the team for helping me through the transition. Highly recommend Show reply

Helen
HelenQLD
 

Emily and her team were AMAZING from day 1. I moved from another (less efficient/more expensive provider) and I couldn't be happier! They are always super responsive and helpful - I would highly recommend them! Show reply

Max
MaxVIC2 posts
 

I switched to SMSF Australia this year, and was very happy with their service. My income tax lodgement went very smoothly, and Emily was happy to answer any questions that I had. Highly recommended! Show reply

Carol O.
Carol O.TAS8 posts
 

I recently swapped to SMSF Australia - and I’m so glad I did! Service was excellent, priced very well and it was nice to be able to ask questions and get a speedy response! Thank you very much Show reply

Janet C
Janet C
  Verified

Very knowledgeable and helpful team at SMSF Australia - they made setting up my new SMSF and transferring assets from my old fund very easy. They provided step-by-step instructions and were always available to promptly answer any questions. I have no hesitation in recommended them to others. Show reply

Tom and Cris
Tom and CrisSouth Australia
 

Emily and her team have been outstanding in providing us with initial advise and getting us set up with our SMSF fund quickly and with clear guidance along the way, whilst using simple language and forward guidance. Our queries have always been responsive by the team and when we had a deadline they have been very mindful of this to support us in… Read more ·  1

achieving timeframes for investments. The SMSF Australia services are also competitive in price. We are confident SMSF Australia team will support us with all our SMSF needs forward. Thank you Emily and your team, super grateful to onboard with SMSF Australia.

Randall
RandallNSW
 

Nikki, Bryce and the team have been very helpful and great to deal with through the whole SMSF setup process; communication was great and really helped us navigate through everything. Itwas very easy to get in contact with the team as we had many questions and always came away with an answer or solution to any issues we had. Would highly recommend… Read more ·  1

as they made the process very easy and we came away feeling comfortable with everything moving forward.

Find out how SMSF Australia compares to other SMSF / Small Funds

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MR075
MR075NSW
  Fair Incentive Verified

Emily has been a massive help to me, guiding me through the endless governance for my SMSF. Reminding me when I haven't done things in the most gentle way ;). Thank you and your team's help! Show reply

Giles
GilesQLD4 posts
 

Emily has been fantastic balancing the books of the SMSF and working with the auditors to complete compliance. New laws & stricter compliance requirements needed a bit of extra attention, especially with crypto assets. Show reply

luke j.
luke j.QLD
 

I can’t speak highly enough of SMSF Australia and the support they provided me during what was an incredibly stressful and complicated time. I was going through a restructure of my SMSF as part of a property settlement following separation, and to be honest, the previous online SMSF provider I was with completely abandoned me. They essentially… Read more ·  1

said it was all too hard and told me to go elsewhere, which left me in a very difficult position. That’s when SMSF Australia stepped in—and the difference was night and day. From the start, they were professional, knowledgeable, and genuinely supportive. They took the time to understand my situation, gave clear and practical advice, and most importantly, were patient throughout the entire process. There were delays on my end while dealing with banks and getting accounts unlocked, but they never made me feel like a burden or rushed me. Instead, they worked with me every step of the way. They guided me through the restructure, helped ensure everything was submitted correctly, and made what could have been an overwhelming process feel manageable. If you’re looking for an SMSF provider that actually cares, communicates well, and stands by you when things get complex, I would highly recommend SMSF Australia

Jason K
Jason K
 

SMSF Australia is highly recommended for anyone wanting to go down the SMSF route. Nikki assisted us at every turn, and her response time super fast. She has absolutely been fantastic on our journey to creating and managing our own SMSF. I can't recommend her, or SMSF Australia enough. thank you Show reply

Lucy M.
Lucy M.
 

I’ve been with SMSF for a few years now after a long time with a previous provider and I can’t fault their service and level to detail. No issue is too small or to big for them to resolve and my many requests for information is always provided punctually - they go above and beyond and exceed my expectations every time. Well done to the team at SMSF ADELAIDE. Show reply

Tawfic El-Farra
Tawfic El-Farra
 

I had been thinking about buying property through super for a long time but the complexity and ambiguity of the process stopped from doing it. This has completely changed when I met Bryce from SMSF Australia. Bryce has completely changed my perception of the SMSF process through his immense knowledge, guidance and meticulous execution. I could… Read more ·  1

not speak more highly of Bryce and the role he played in helping me commence my SMSF journey. I very highly recommend SMSF Australia and Bryce. If you are thinking about investing through your SMSF, you are in the right place.

Sharon G
Sharon GQueensland
 

We have been with Emily at SMSF Australia for nearly five years and have since referred anyone who asks about an SMSF. The service is excellent, comprehensive and Emily is a pleasure to deal with. The whole process from set up to annual return and audit feels like a breeze. Show reply

Adrian L
Adrian LNSW
  Verified

I have used dozens of tax accountants over the years across Australia. Emily is the absolute standout. She is sharp, proactive, with excellent industry knowledge, and saved me large sums because she knew the rules so well. All that with a friendly smile and happy vibe! I will never need to look again. Highly recommended. Show reply

Tony S.
Tony S.
 

I was recommended to use Emily Cooper by our Financial Advisor after being dissatisfied with the previous Accountant. I couldn't be happier with her professionalism and efficient service. Show reply

Find out how SMSF Australia compares to other SMSF / Small Funds

Know better, choose better.

Compare all
Jen
Jen
 

Emily & the team have been so easy to deal with and super quick in their responses. It fills us with confidence that our super is being dealt with professionally and proficiently. Highly recommend this team. Show reply

scoobydoo1973
scoobydoo1973
 

Emily and the team have been amazing at helping us to understand and set up our SMSF. They are very responsive to questions and no request has been too hard. great service. Show reply

Stephen Fisher
Stephen FisherQLD5 posts
  Verified

After 15 years with a local SMSF accountant in SE Qld, we decided to make a change. We were at first, a little reluctant to work with a remote provider thru emails and phone calls, but the reviews were so positive and compelling, we decided to give it a go ... and we are glad we did. Dealing with Emily has been an absolute game changer for us.… Read more ·  1

She is friendly and is quick to understand your positions. She is the ultimate professional, returning emails and phone calls quickly.

Our returns were completed without fuss, and much faster than we anticipated. I only wish we had found Emily years ago. I give both her and the staff at SMSF Australia 5 stars.

Sales M.
Sales M.
 

After looking into a few different SMSF providers, I decided to go with SMSF Australia, and I’m really glad I did. From the very first contact, Bryce Terry was great to deal with. Everything was explained clearly from the start, and he was always quick to respond whenever I had questions. Bryce walked me through each step with patience and made… Read more ·  1

the whole process easy to understand. I’d definitely recommend SMSF Australia to anyone thinking about setting up an SMSF and commend Bryce for his exemplary service.

Stefan
StefanQLD2 posts
 

This was our first property purchase through our SMSF, and I was honestly expecting the process to be stressful and overwhelming. Instead, the team at SMSF Australia made it incredibly smooth and easy to work through. Even when things got a bit complicated with the wrong purchasing entity name and the bare trust setup, they were calm, helpful and… Read more ·  1

guided us through every step. Their communication was clear, quick and really reassuring, especially when we weren’t sure what needed to happen next.

We always felt supported and confident that everything was being handled correctly. I wouldn’t hesitate to recommend Bryce and the team to anyone looking to set up or run an SMSF. Fantastic service from start to finish.

Stefan

T K.
T K.VIC
 

From my initial inquiry through to execution of my smsf, the team at SMSF Australia have been super fast, reliable & amazing to deal with. Thank you Emily & your amazing team. Highly recommend! Show reply

Liz M.
Liz M.NSW
 

The team at SMSF Australia have fantastic communication and met our delivery expectations. They were clear and concise and very professional throughout the process. Always happy to do the extra little things along the way. Show reply

Vandy
VandyNSW2 posts
  Verified

I’ve had an excellent experience with Bryce Terry from SMSF Australia. From the initial contact the steps were well detailed and the engagement letter was also clear. Prior to this I had approached another company and was unhappy with lack of clarity and guidance provided. The pricing is also very competitive and so worth it. From the time I… Read more ·  1

signed the engagement letter, my SMSF was up and running within 10 business days. Bryce always answers my questions timely and with clear explanations. Overall I’m very pleased that I chose SMSF Australia over others. I look forward to working with them as my SMSF accountants from here on!

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