1
Step 01
Start with the fund's position
Start with where the fund sits now: already established, ready to set up, or still under consideration. From there, the team explains the work involved, the records needed and the expected cost.
Your super · your strategy · steady administration
Your super. Your strategy.Backed by our steady administration.
You set the direction for your retirement. Evenwise keeps the fund behind it in working order: records current, obligations watched, and the annual rhythm kept steady as markets, rules and life change.
Who you deal with
Real people
You work with people who know the fund, not a rotating support queue.
How it runs
Compliance-led
Records, accounts, audit preparation and reporting are kept close to ready.
What it costs
Clear fees
Scope and cost are agreed upfront before the work begins.
Service overview
The work beneath a well-run fund.
Directing your own super gives you control, and a set of obligations that continue every year. We handle the administration beneath them: records, accounts, audit support, reporting and lodgement.
For financial planners: you keep the advice relationship. Evenwise handles the administration layer behind the fund, so your client’s SMSF stays organised after advice is implemented.
For plannersHow it starts
A careful start makes the years that follow easier.
Setting up or taking over a fund is a real step. We move through it in order, so nothing is missed and the timing stays clear.
2
Step 02
Confirm advice before action
Whether the structure suits you is an advice question. Where advice is still needed, setup waits until a licensed adviser has confirmed the strategy is appropriate.
3
Step 03
Move into steady administration
Once the fund is ready, the administration moves into a steady annual rhythm: records, accounts, audit support, annual return and lodgement.
Client feedback
Steady work, clear answers, long relationships.
Summarised themes from publicly visible Google feedback.
Google feedback
Administration and tax work handled with care, with responsive people who make it clear where the fund stands.
Mike H.SMSF administration
Google feedback
Responsive, thorough support that explains issues clearly and makes complex fund matters feel manageable.
Andrew H.SMSF compliance
Google feedback
Compliance and administration kept in good order through the year, giving trustees peace of mind.
Lee W.SMSF administration
Google feedback
Long-term support for a fund with residential property, handled with considered, practical guidance.
Adrijana B.SMSF & property
Google feedback
Financial statements, tax returns and the annual compliance rhythm handled reliably over many years.
Andrew G.Long-term client
Notes
From the Evenwise desk
Plain, occasional writing on rules, timing and the small decisions that shape a fund's year. No hot takes, just what trustees should know before they ask the next question.
Latest note
Division 296 is now law: what SMSF trustees should know
The new rules start from 1 July 2026. Here is what changes for high-balance super members, where SMSFs may need extra preparation, and why the cost-base reset needs attention before the start date.
12 June 2026Morgan T.From the Evenwise desk10 min read
Start the conversation
It begins with a conversation.
A first chat should leave you clearer about where the fund stands, what administration it needs, and what it will cost. No obligation either way.