Prepared for Elizabeth Meiklejohn
Deliverables below
Every piece is finished, written in your voice, and yours to keep regardless of whether we work together.
Running your own SMSF doesn't mean every piece of admin has to wait for you after work.
You still make the trustee decisions. But annual statements, tax work, records and compliance can start to feel like another job, especially when life is already full.
Virtu Super supports SMSF trustees with administration, tax and compliance work, so you can share the technical load without handing over control of the fund.
If that workload has been following you into your evenings, click the link to request an SMSF support call with Virtu.
If you're an SMSF trustee, getting help doesn't have to mean giving up control of your fund.
The decisions are still yours. What you may not want to carry alone is the technical work around the fund, including administration, tax and compliance.
Virtu Super has an in-house team for that work. Its published terms say a Partner is in charge and ultimately responsible, with work reviewed by a Partner.
To ask how that support could apply to your fund, click the link and send Virtu an SMSF support call request.
If your SMSF paperwork keeps getting pushed to the end of the week, it's usually not because you don't care about the fund.
There's administration to keep organised, tax work to prepare and compliance responsibilities to understand. Each task can seem manageable on its own. Together, they can take over the time you meant to spend elsewhere.
Virtu Super provides SMSF administration, tax and compliance support, so the technical work has a team around it rather than sitting with one trustee.
Click the link if you'd like to request a call about the SMSF work you're carrying.
Trustee: I don't want someone else taking over my SMSF.
Virtu team member: You don't need to hand over control to get help with the technical work.
Trustee: Then what does the team actually do?
Virtu team member: Virtu can support the administration, tax and compliance work around the fund. You keep making the trustee decisions, while the team helps with the work that comes with them.
Trustee: So I'm still responsible for the fund?
Virtu team member: Yes. The published terms say a Partner is in charge and work is reviewed by a Partner, but that doesn't replace your role as trustee.
If you want to talk through that distinction for your own fund, click the link to request an SMSF support call.
When something changes in your SMSF, it can raise more than one question.
A pension, a trustee change, a withdrawal or a new lending arrangement may affect administration, tax or documentation. The work isn't the same for every fund, and it isn't always obvious what needs attention first.
Virtu Super supports trustees with SMSF administration and technical services, and can arrange specialist legal documentation where that's needed.
If a change in your fund has created work you need to sort through, click the link and request an SMSF support call.
This is an example explainer for Virtu Super.
If you run your own SMSF, you can keep control of your fund without trying to carry every administration, tax and compliance task by yourself.
Virtu Super supports Australian SMSF trustees with the work behind the fund. That includes SMSF administration, tax and compliance support. Depending on the fund and the work involved, it can include annual statements, tax return lodgement, investment tracking, member statements, member balances and pension administration.
If you'd like to ask Virtu about support for your fund, complete the contact form below this video and tell the team what you need help with. This is a request for an SMSF support call, not an automatic booking. Virtu will review the information and contact you through the published route if a call is the right next step.
People choose an SMSF because they want to stay involved in their super. That can be a sensible reason to have one. You know the assets, you can keep a close eye on the fund and you remain responsible for the trustee decisions.
What can catch people out is the amount of work that sits around those decisions. Reporting, records and tax work still need attention, and compliance responsibilities can change as the fund changes. A pension, a withdrawal, a trustee change or a lending arrangement can create further questions about the work that needs to be done.
None of that means you have made a mistake by having an SMSF. It does mean the fund can start taking up time you didn't expect to give it. Many trustees find themselves putting paperwork aside until the end of the week, then carrying it into the next one because work and family have already filled the rest of the time.
Virtu's role is to help share that technical load. The team provides in-house SMSF administration and tax support, alongside SMSF compliance work. Where legal documentation is needed, Virtu can arrange that work through specialist legal experts.
That leaves the trustee role where it belongs. You still make the decisions that are yours to make. The team can help with the specialist administration and technical work around the fund. Virtu's published terms say a Partner is in charge and ultimately responsible for the work, and that the work is reviewed by a Partner.
There are a few questions trustees often have before they ask for support.
The first is, "I already have an accountant or administrator. Why would I need to talk to Virtu?" You may not need to change anything. An existing relationship can be doing useful work. A support call request gives you a way to explain the issue that has come up and ask whether Virtu's administration, tax or compliance support could add anything useful. The team needs to understand your current arrangements before it can say that.
Another question is, "Will I lose control of my SMSF?" Getting help with technical work doesn't mean another person takes over the fund. Virtu can support administration, tax and compliance work, but it doesn't replace your responsibilities as trustee or make investment decisions for you.
Fees are another reasonable question. Virtu publishes SMSF administration from $165 per month. That's a starting price, and it isn't a quote for every fund. Fees vary by structure and complexity, and extra work can depend on what the fund needs. The team can discuss the relevant scope and fee after it understands the fund and the work involved.
You may also be wondering whether Virtu can give you a final answer through a form or a short call. The team needs context. A particular fund change can involve administration, tax and documentation questions that are different from the next trustee's situation. The team can't promise acceptance, a fixed quote or a particular outcome before the work is understood.
Virtu's published service scope gives you something concrete to assess. The firm lists SMSF compliance, in-house administration and tax support. Its service menu also includes items such as pension documentation, annual audit, lump-sum withdrawals, trustee changes, SMSF establishment, corporate trustee and LRBA-related work. The scope that applies to your fund still needs to be confirmed with the team.
There are also public comments you can read before deciding whether to contact Virtu. On the identity-matched Virtu Super Birdeye profile, a reviewer named Tom Wilson described the team as having great attitudes and providing top-quality service. It's one person's experience, and a published comment you can evaluate alongside the firm's service information.
This support may suit you if you want to remain an involved SMSF trustee while reducing the amount of technical work you carry alone. It may be less suitable if you're looking for guaranteed compliance, a promised tax saving, an investment recommendation without the right advice scope, or a fixed fee before the fund has been understood.
If you want to request an SMSF support call, complete the form below this example video. Answer the questions as clearly as you can and explain the fund issue you want help with. Virtu will review the request and, if a call is appropriate, contact you through its published contact route.
You can also use Virtu's contact page, email admin@virtusuper.com.au or call 07 3349 1452. The next step is simply to explain what's happening with the fund, so the team can tell you whether its support is relevant.
If you have submitted an SMSF support call request to Virtu Super, thank you for getting in touch.
This is preview media for the Virtu support-call page. A request through the contact route isn't a confirmed booking. The team will review what you have sent and contact you if a call is the right next step.
If a call is arranged, one of the team will start with the SMSF question that brought you here. It might be administration, tax work, compliance, a pension, a trustee change or another issue that has become hard to keep on top of. They will need to understand the fund and the work involved before they can say whether Virtu is a good fit.
You may receive a few short emails with common trustee questions while the request is being reviewed. There are also example Q&A videos below this one. Watch the topics that match your situation, then keep your own question nearby if Virtu contacts you about a call.
If Virtu contacts you about a call, the team will take it from there.
Virtu publishes SMSF administration from $165 per month as a starting price.
The cost varies with the structure of the SMSF and the complexity of the work. Ongoing administration can involve different work from pension documentation, a withdrawal, a trustee change or another technical issue.
If Virtu contacts you about a support call, ask what the likely scope would cover and what could affect the fee. The team needs to understand the fund before it can give you a relevant answer.
Keeping control of an SMSF doesn't mean you have to do every technical task yourself.
You remain responsible for trustee decisions. Virtu can support the administration, tax and compliance work around the fund. Its published terms say a Partner is in charge and the work is reviewed by a Partner.
That support doesn't mean Virtu takes over investment decisions or promises that every fund needs the same service. If retaining control is your main concern, raise it directly if the team contacts you about a call.
You may already have support that works well for part of your SMSF.
The question is whether there's a technical task, change or responsibility that still needs attention. Virtu's team can explain the administration, tax and compliance support it provides after it understands where your current arrangements sit.
Make a short note of who currently helps with the fund and the question that hasn't been resolved. That will give the team useful context if a support call is arranged.
Virtu's published SMSF service scope includes compliance, in-house administration and tax support. It also publishes services for pension documentation, annual audit, lump-sum withdrawals, trustee changes and SMSF establishment.
Each fund can need different work. Where legal documentation is needed, Virtu can arrange that work through specialist legal experts.
The team can explain whether a particular issue falls within its support after it has the right context about your fund.
If Virtu arranges a support call, the team will first understand the issue, the fund and any existing support around it.
From there, they can explain whether Virtu may be able to help, what information would be useful and what the next contact step could be. A request for a call doesn't promise acceptance, a fixed quote or a particular outcome.
Keep your main question and any easy-to-reach documents nearby. The team can tell you what else may be relevant after it understands the situation.
What to have ready for a support call
Preview: A few plain notes will help Virtu understand what you need.
Thanks for contacting Virtu Super about your SMSF.
This is a request for a support call, rather than a confirmed appointment. The team will review what you have sent and contact you through the published route if a call is suitable.
In the meantime, write down the part of the fund that has been taking the most time or creating the most uncertainty. It may be administration, tax work, compliance, pension paperwork or a change to the fund.
You don't need to prepare a polished brief. A few notes in your own words will help the team understand where to start.
We'll also send a small number of short emails that explain the questions trustees often ask before getting support.
Kind regards,
Virtu Super
You can keep control of your SMSF
Preview: Trustee decisions and technical work aren't the same thing.
An SMSF gives you control, but it also gives you responsibilities.
Those responsibilities can include records, annual statements, tax work, compliance and the questions that come up when the fund changes. You can keep making trustee decisions without personally doing every technical task around them.
Virtu's role is to provide SMSF administration, tax and compliance support. The team needs to understand your fund before it can say what work may be relevant.
If you receive an invitation to a support call, bring the question you most want clarified. That's enough to begin.
Kind regards,
Virtu Super
Start with the SMSF question you have
Preview: The team needs context before it can talk about scope.
A useful support call starts with the issue you're trying to work through.
You may already have an accountant or administrator and want to understand whether Virtu would add anything useful. The paperwork may be taking too much time, or a pension, trustee change or other fund event may have created questions.
Virtu will need to understand the fund, the work involved and where your existing support sits. It can't promise a fixed answer before it has that context.
If Virtu may be able to help, the team can explain the possible scope and the next contact step.
Kind regards,
Virtu Super
Fees depend on the work involved
Preview: Published prices are only a starting point for the work involved.
Virtu publishes SMSF administration from $165 per month. That starting price isn't a universal fee.
The fee depends on the fund structure and the complexity of the work. A fund needing ongoing administration may have different requirements from one needing pension documentation, a trustee change or other technical support.
If Virtu reviews your support-call request and a call is appropriate, ask directly about the work that may be needed and how the fee would be worked out.
Kind regards,
Virtu Super
Put the SMSF questions on one page
Preview: A rough list is more useful than trying to remember everything on the call.
Take one page and write the SMSF question that prompted you to contact Virtu.
Under it, note any event connected to the question. It could be a pension, a change in trustees, a withdrawal, a lending arrangement or simply administration that has become hard to stay on top of.
Then add the professionals you already use, if any. That helps make the current support clear without assuming it isn't working.
Keep the page nearby if Virtu contacts you about a support call. It'll help you explain the situation plainly.
Kind regards,
Virtu Super
If Virtu contacts you about a call
Preview: Bring the question that still feels unresolved.
If the team contacts you about an SMSF support call, have your main question in front of you and bring any documents that are easy to reach.
There's no need to gather every statement before the first discussion. The team can explain what information would be useful after it understands the issue.
If you need to add something to your request, use Virtu's contact form at https://virtusuper.com.au/contact/, email admin@virtusuper.com.au or call 07 3349 1452.
Kind regards,
Virtu Super
Preview: When administration spills into evenings, it's time to name the work.
An SMSF can give you more involvement in your super. It can also leave you with tasks that wait until the rest of life has quietened down.
Start by naming the work, rather than calling it SMSF admin. It may be record keeping, annual statements, tax work, a compliance question or a change in the fund.
Once the task is clear, it's easier to decide whether you need information, more time or specialist support.
Virtu Super helps trustees with SMSF administration, tax and compliance work. Contact the team through the website if that work has been building up.
Kind regards,
Virtu Super
Preview: Control of the fund and doing every task yourself are different things.
Many trustees want to stay close to their SMSF. That makes sense.
Staying close to the fund doesn't mean you need to become the person who handles every administrative and technical job around it. Trustee decisions, tax preparation, records and compliance work are connected, but they aren't the same role.
A useful question is: which parts do you want to understand and decide, and which parts need a specialist process around them?
Virtu's published terms say a Partner is in charge and work is reviewed by a Partner. That support helps with technical work without pretending to take over the trustee's role.
Kind regards,
Virtu Super
Preview: One event can create administration, tax and documentation work at once.
A change to an SMSF rarely sits in one neat box.
A pension, withdrawal, trustee change or lending arrangement can create questions about records, tax, administration or documentation. The answer depends on the fund and the work involved, so a general checklist can only take you so far.
Before a change gathers momentum, write down what's changing and what you're unsure about. That gives you a better starting point when you speak with the people who support the fund.
Virtu Super provides SMSF administration and tax support, and can arrange specialist legal documentation when needed.
Kind regards,
Virtu Super
Preview: A starting price is useful, but it isn't a quote for every structure.
Virtu publishes SMSF administration from $165 per month.
That number is useful as a starting point, but the fee still depends on the structure of the fund and the complexity of the work. A straightforward administration arrangement is different from a fund that needs additional documentation or technical support.
When comparing providers, ask what the price covers, what can change it and who reviews the work. You'll understand the fee better when it's connected to the actual responsibilities involved.
Kind regards,
Virtu Super
Preview: Clear responsibility helps you know where to take the next issue.
When you speak with your SMSF team, it helps to know who's responsible for what.
Ask which work is handled in-house, whether a Partner reviews the work and when another specialist may be involved. If legal documentation is needed, it's also worth asking how that support is arranged.
Those questions aren't about catching anyone out. They help you understand how the work moves from your question to the people who can deal with it.
Virtu's published service scope includes in-house SMSF administration and tax, with legal documentation arranged through legal experts where needed.
Kind regards,
Virtu Super
Preview: A practical question gives the next discussion somewhere useful to begin.
You don't need to wait until every part of the fund is urgent before asking for help.
Start with the question you can't answer easily. It may be whether the records are in order, what a fund change means for the work ahead, or whether your current support covers what you need.
Write the question as you would ask it aloud. A clear question is often more useful than a folder full of documents without a purpose.
If you would like to ask Virtu about SMSF administration, tax or compliance support, use the contact form on the Virtu website.
Kind regards,
Virtu Super
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
