Rivkin’s Self-Managed Super Fund (SMSF) service provides comprehensive assistance to individuals who are managing or wish to manage their own superannuation funds. The service includes setup assistance, general tax advice, and educational resources, while also ensuring compliance with all legal and tax reporting requirements.
We are SMSF specialists. We ensure your fund is compliant by handling all reporting requirements, including Financial Statements, Member Statements, Investment Reports, Annual Tax Returns and Independent Audit.
Our team of qualified accountants is always available for support. Reach out to us anytime for assistance on your SMSF journey, knowing you’re backed by experts in the field.
Our SMSF service includes ongoing updates, ensuring you’re always ahead of the curve when it comes to investment opportunities and regulatory changes and all of your investment options from investing in property to investing in small business or private equity.
Included in each SMSF package is a Rivkin Report subscription valued at $900, providing model portfolios, extensive market analysis spanning Australian and American markets, educational resources, and efficient strategies for long-term investment.
Explore the latest in financial trends and expert insights. Discover comprehensive guides on self-managed super funds (SMSFs), including introductions to SMSFs and step-by-step instructions on setting up your own, using SMSF to invest in property and more.
Explore our SMSF calculator and discover how increasing your contributions to superannuation can enhance your retirement savings. By adjusting your contributions, you can significantly improve your end balance, ensuring a better lifestyle in your later years. This tool helps you visualise the potential growth of your retirement funds, empowering you to make informed decisions for a secure and comfortable future. See how small changes can lead to substantial benefits and start planning now!
of clients are happy with Rivkin’s SMSF products and services.
of clients would recommend Rivkin SMSF products and services to their friends and family.
of clients are satisfied with the support they receive from Rivkin for investment decisions.
“Since moving to Rivkin, we have made significant (60%) cost savings in the management and administration of our SMSF. Previously it was difficult to make contact with various accountants and auditors to coordinate the administration of the fund – but now it is all done and coordinated by Rivkin. Moving to Rivkin has been a great experience and has saved us hours. We are amazed at how prompt email or phone calls are answered.”
“Just got back from our annual SMSF review and thanks to your sound advice, our fund has returned 24% on Australian shares for the 2012-2013 financial year, plus a $9,000 tax refund. Given the year was overall pretty flat to sideways, one shudders to think what it might be over the next 5-7 good years – bring it on! Thanks again team, my family and I are deeply indebted to you and your support.”
“We have been with Rivkin since 2013 and they have guided us through the nuances of having a self-managed superannuation fund. Rivkin Managed Funds have been a great benefit to us, and we have been blessed to be part of a service where professionals manage such funds. The superannuation accounting arm of Rivkin has also been a blessing, especially in the timely completion of all aspects of the end of financial reporting and lodgement. Rivkin personnel are always available to handle our calls and enquiries very promptly.”
Results obtained from a 2016 survey to measure client satisfaction with Rivkin’s SMSF products and services hosted by Survey Monkey.
Join a growing community of satisfied investors who entrust us with their SMSF needs. Discover why our clients value not just our expert management, but also the rich insights offered by the Rivkin Report.