Services

Explore Shape Super Services. See how we are Shaping SMSF Success Together.

SMSF Setup and Establishment

We manage every step of creating a new SMSF, including:

  • Corporate trustee structures

  • ABN and TFN registration

  • Bank account setup

This ensures your clients can begin their SMSF journey smoothly and with confidence.
Shape Super Services
Shape Super Services Page

SMSF Administration and Management

From transaction processing to reconciliations and annual reporting, we handle the ongoing administration that keeps funds accurate, efficient, and compliant.

  • Corporate trustee structures

  • ABN and TFN registration

  • Bank account setup

  • Feature Item 1

    This ensures your clients can begin their SMSF journey smoothly and with confidence.

Compliance and Lodgments

We prepare financial statements, arrange independent audits, and manage ATO and ASIC lodgments. Our goal is to reduce risk and keep every fund up to date with all regulatory requirements.

  • Corporate trustee structures

  • ABN and TFN registration

  • Bank account setup

  • Feature Item 1

    This ensures your clients can begin their SMSF journey smoothly and with confidence.

Shape Super Services
Shape Super Services

Technical Support

Our SMSF specialists provide clear, practical guidance so you can help your clients understand their obligations, opportunities, and long-term strategies.

  • Corporate trustee structures

  • ABN and TFN registration

  • Bank account setup

  • Feature Item 1

    This ensures your clients can begin their SMSF journey smoothly and with confidence.

Tailored White-Label Solutions

All services can be delivered under your brand. You retain the client relationship while we do the heavy lifting seamlessly and invisibly.

  • Corporate trustee structures

  • ABN and TFN registration

  • Bank account setup

  • Feature Item 1

    This ensures your clients can begin their SMSF journey smoothly and with confidence.

Shape Super Services

Who We Work With

We partner with two core professional groups. Our SMSF administration services are tailored to support the way you work, so you can deliver more value to your clients without the burden of administration. Select the option that best fits your needs:

For Accountants

Focus on compliance and efficiency to help you keep your practice running smoothly while we handle SMSF administration.

SMSF setup and establishment (trust deed, ABN/TFN, corporate trustee, bank account, tax agent, audit).

End-to-end administration and reporting.

Technical support for client obligations.

Flexible service packages: Digital, Annual, Quarterly, Ongoing.

No minimum number of jobs required.

Cost-effective solutions with upfront pricing.
Explore Accountant Services

For Financial Advisers

Strengthen your client relationships and deliver more value while we manage the technical and administrative side.

SMSF setup and establishment (corporate trustee, ABN/TFN, bank account, tax agent, audit).

Seamless transfers from other administrators.

Technical support to help you explain SMSFs to clients.

White-label/co-branded administration solutions.

Tailored turnkey packages for your advice business.

Partnership pricing to maximise client outcomes.
Explore Adviser Services

Get into shape for bigger profits today.

Share your details with us, and we’ll provide a tailored, confidential quote. One of our specialists will be in touch promptly to discuss how we can support your SMSF needs.