$100
per month Sign Up

OneTrust Select
Self Managed Superannuation

OneTrust Select is designed for trustees that use a select group of investment types and do not require complex investment structures. OneTrust Select offers all the power of the platform at a reduced cost, with an easy transition to OneTrust Advanced if your needs change.

What's included?

Administration services for these investment types
- Cash (bank accounts, term deposits, cash management trusts)
- ASX listed shares
- Australian managed funds
Daily processing of bank account and broker transactions
The taxation liability of the fund and its members is always available (real time), so you know where you stand
Capital Gains Tax Optimisation including automatic parcel selection: FIFO, LIFO, MIN, and MAX
Daily pricing of ASX listed shares and over 8,000 Australian managed funds
Built-in compliance management to assist you in staying on the right side of legislation
Comprehensive contribution caps management and position reporting
Required, ongoing and starter templates for all documentation (including minutes, member and trustee letters)
Automated investment review and strategy documentation
All of your fund’s information, including current withdrawal benefits, is available online 24/7
The lodgement of your SMSF’s annual return

$250
per month Sign Up

OneTrust Advanced
Self Managed Superannuation

OneTrust Advanced is designed for trustees that use the more complex investment structures permissable under the SIS Act. OneTrust Advanced offers trustees all the power of the platform at a reasonable price. If you require an investment type that is not listed below please contact us.

What's included?

Administration services for these investment types
- Cash (bank accounts, term deposits, cash management trusts)
- ASX listed shares, options, and CFD’s
- Real estate
- Unlisted trusts and shares
- Australian managed funds
- International mutual funds
- Collectibles
Daily processing of bank account and broker transactions
The taxation liability of the fund and its members is always available (real time), so you know where you stand
Capital Gains Tax Optimisation including automatic parcel selection: FIFO, LIFO, MIN, and MAX
Daily pricing of ASX listed shares and over 8,000 Australian managed funds
Built-in compliance management to assist you in staying on the right side of legislation
Comprehensive contribution caps management and position reporting
Required, ongoing and starter templates for all documentation (including minutes, member and trustee letters)
Automated investment review and strategy documentation
All of your fund’s information, including current withdrawal benefits, is available online 24/7
The lodgement of your SMSF’s annual return

Welcome to OneTrust

OneTrust is a specialist SMSF administration platform that gives you greater control and oversight of your retirement savings than ever before.

Keep It safe

Record keeping is an important aspect of fulfilling your obligations as trustee of an SMSF. Some documents relating to your SMSF must be kept for between 5 and 10 years. OneTrust has an inbuilt document management system that will track and store your documentation for you.

On Track and Performing

OneTrust tracks your investments against your investment strategy and alerts you when you approach your limits. It will even allow you to amend your investment strategy with a few clicks.

So Smart

Are you able to remember the rules contained in the SIS Act, Tax Act, and Corporation Act? OneTrust can! The OneTrust platform takes the worry out of running your SMSF by continually monitoring your account and transactions for potential compliance issues.

Optimise your Tax

No one likes to pay more tax than required, but sadly many Australian tax payers are paying more than they need to every year. Over 30 years that additional tax can add to a significant figure! OneTrust helps you optimise your taxation position in just a few easy clicks.

OneTrust is an innovative and modern SMSF administration platform that greatly reduces the complexity and cost of running an SMSF. For more information about OneTrust service levels see below or call us on 1300 415 474

Membership Levels

OneTrust Select
Self Managed Superannuation

OneTrust Advanced
Self Managed Superannuation

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