Self Managed Super Funds (SMSF)

Sterling Financial can help you with all your SMSF needs. You can have peace of mind that everything to do with your SMSF will be taken care of by highly qualified professionals. You retain control of your portfolio – all of your investments are registered in your name and no one can change anything without your approval. (Sterling Financial is a member of the SMSF Professionals’ Association of Australia (SPAA) and is self-licensed)


We offer a package that includes a full range of investment, administration and compliance services.

Your package – details

Consultation and review

  • Our initial consultation with you is a vital part of our approach – we will work with you to establish your fund and to identify your financial needs, goals and objectives and your attitude to risk
  • We will conduct a strategic review of your investments and the performance of your portfolio every 4 months – as part of this process we will meet with you face-to-face to review your needs, goals and objectives


  • We will give you investment advice developed using a common sense approach that seeks to make the most of return opportunities while minimising underlying risk exposure
  • We will prepare regular fund reports and give you feedback through quarterly meetings and online access to investment portfolios


  • We will manage all aspects of your investments, including lodging all necessary documents and reporting on your fund quarterly
  • We will establish your fund and manage all ongoing paperwork including preparing and lodging fund tax returns and complying with Superannuation Industry Supervision (SIS) Act obligations
  • We will give you advice on superannuation strategies and estate planning objectives


  • You can call us any time if you have questions – we offer an unrestricted support service
  • You will receive a regular newsletter from us that discusses strategies, investments and technical issues

Special opportunities

  • Our in-house Actuary Daniel will provide personal fund projections based on your financial position and investment strategy to ensure you can plan your financial future with the greatest possible certainty
  • You will be offered special opportunities to access limited investment offers

Please call us on 03 5338 8877 to make an appointment with a member of our team