Prepared for Elizabeth Meiklejohn
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If you manage your super through an SMSF, you shouldn't have to take home every statement, tax task and compliance job.
You still decide how your fund is run. But when record-keeping, reporting and changing super rules all land with you, managing the fund can start to feel like another job.
Virtu supports SMSF trustees with administration, tax and compliance work through an in-house specialist team. Its published service information includes annual statements, tax return lodgement and member statements and balances, so the technical work has somewhere to go besides your evenings.
Your trustee role stays with you, while Virtu can support the technical tasks that suit your situation.
If your SMSF paperwork is taking time away from the rest of your life, click the link to request an SMSF support call with Virtu.
If you manage your super through a self-managed super fund, you may want help with the technical work without handing over the decisions.
Your trustee role keeps you involved in decisions for your fund. The administration, tax and compliance work can be supported by a specialist team.
Virtu has an in-house SMSF team for that work. Its published terms put a Partner in charge and say the work is reviewed by a Partner.
You remain the trustee, and you know who reviews the technical work.
If you want to understand how that support could fit your fund, click the link and request an SMSF support call from Virtu.
If you manage your super through an SMSF, a pile of statements and tax paperwork can turn a small job into a Saturday job.
Annual statements, member information, records and compliance work can arrive as separate jobs. When each piece sits in a different place, you can lose time just working out what still needs attention.
Virtu's in-house team supports SMSF administration, tax and compliance work. That can include annual statements, tax return lodgement, member statements and balances, and pension administration.
You can bring those jobs to one specialist team instead of chasing each piece alone.
If you're trying to get your SMSF paperwork back under control, click the link to ask Virtu about an SMSF support call.
Trustee: I manage my super through an SMSF because I want to stay in control. Why would I hand it to someone else?
Virtu team member: You don't have to hand over your role as trustee to get help with the technical work.
Trustee: So what would Virtu actually support?
Virtu team member: Virtu supports administration, tax and compliance work around your fund. You still make the trustee decisions.
Trustee: And who checks that work?
Virtu team member: Virtu's published terms say a Partner is in charge and ultimately responsible, and that the work is reviewed by a Partner.
Trustee: So I keep control and don't have to carry every technical task alone.
Narrator: If you're considering support for your SMSF, click the link to request an SMSF support call with Virtu.
When something changes in your self-managed super fund, you may have more than one technical job to sort out.
A pension change, a trustee change, a lump-sum withdrawal or a change to an LRBA may create questions about documentation, administration, tax or audit work. Which questions apply depends on what changed and on your fund.
Virtu's published service menu includes pension documentation, annual audit, lump-sum withdrawal, trustee changes and LRBA-related work. Its team can talk through which administration, tax or documentation support may apply. If legal documentation is needed, Virtu arranges it through specialist legal experts.
To talk through a change in your fund, click the link and request an SMSF support call with Virtu.
If you run an SMSF, Virtu Super can help you keep the fund's administration, tax and compliance work under control while you stay responsible for the trustee decisions that belong to you.
Virtu's SMSF support is for trustees who want specialist help with the work around the fund. Complete the form below this video, answer each question clearly, and explain what you need help with. Depending on what you tell Virtu, the team may invite you to book an SMSF support call. Virtu reviews the form before a call is booked.
Running a Self-Managed Super Fund lets you stay involved in your super without requiring you to do everything yourself. You can remain responsible for the decisions you make as trustee while getting support with the administration, tax and compliance work around those decisions.
That work includes records, reporting and tax obligations. It can include annual statements, tax return lodgement, investment tracking, member statements and balances, and pension administration. A change to the fund can bring another piece of work, such as pension documentation, a lump-sum withdrawal, a trustee change, an SMSF establishment, a corporate trustee or LRBA-related work. The work that applies depends on the fund and the issue in front of you.
Superannuation legislation also changes over time. If you're carrying every technical requirement alone, the work can compete with your job, your family and the rest of your life. Wanting support with the technical work doesn't mean you want less control. You may simply want that work to be clear, organised and shared with people who specialise in it.
Some trustees already have an accountant or administrator. Others are carrying more of the work themselves. Neither situation tells you, by itself, whether Virtu is the right fit. Explain the issue affecting your fund and let the team assess whether its support could add anything useful to your current arrangement.
Virtu 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. The technical work around your fund can be supported by Virtu's SMSF specialists while you continue with the trustee decisions that are yours.
Elizabeth Meiklejohn is a Partner at Virtu. Her official profile lists a Bachelor of Commerce, Chartered Accountant CAANZ credentials and accreditation as an SMSF Specialist Adviser with the SMSF Association. The published terms of engagement say a Partner is in charge and ultimately responsible for the work, and that the work is reviewed by a Partner.
Those details won't make a decision about your fund for you. They show the specialist background and Partner oversight Virtu brings to the work it agrees to take on.
If you already have an accountant or administrator, you may not need to change anything. Existing support can be doing useful work. Use the form to explain the issue and ask whether Virtu's administration, tax or compliance work could add something. Virtu would need to understand your current arrangement before it could say whether there's a fit.
If you're concerned about losing control, getting support with technical work doesn't remove your role as trustee. You still make the trustee decisions that belong to you. Virtu's service covers administration, tax and compliance support. It doesn't replace your trustee responsibilities or make investment decisions for you.
Fees need to match the fund. Virtu says fees vary by structure and complexity. The relevant service scope and applicable fee need to be confirmed after the team understands the fund and the work involved. A support request isn't a fixed quote before that work has been understood.
The form gives Virtu context about what's happening with your fund. Explain the issue as clearly as you can. Virtu reviews the request and, depending on what you tell the team, may invite you to book an SMSF support call. The team reviews the form before a call is booked.
If you need an investment recommendation or broader personal financial advice, say that clearly in the form. Virtu's offer is centred on SMSF administration, tax and compliance support. The team needs to confirm whether that service is relevant to what you need.
Virtu's support may suit you if you want to remain an involved SMSF trustee but reduce the technical administration you carry alone. Trustees who want clearer support with statements, tax, member information, compliance or fund documentation may also find the service relevant. A change to the fund that creates extra work may be a reason to ask Virtu whether its specialists can help.
The service may be less suitable if you're looking for a guaranteed outcome, a promised tax saving, an investment-return promise or a fixed fee before the fund's structure and the work involved have been understood. Virtu's published information doesn't make those promises.
Public reviews give you information to weigh alongside Virtu's published service information. On the identity-matched Birdeye profile for Virtu Super, Michael O'Reilly wrote that Elizabeth helped him with challenging issues and got through a mountain of work in short order. Tom Wilson described Virtu as a fantastic team and said the staff provided top-quality service. Those are individual customer comments, not a promise about your fund or your experience.
Virtu's service covers SMSF administration, tax and compliance support for trustees. The published scope includes annual statements, tax return lodgement, investment tracking, member statements and balances, and pension administration. Related work can include pension documentation, annual audit, lump-sum withdrawals, trustee changes, SMSF establishment, corporate trustee work and LRBA-related work. Legal documentation can be arranged through specialist legal experts where needed.
The exact scope and applicable fee depend on the fund's structure and complexity. A Partner is in charge and ultimately responsible for the work, and the work is reviewed by a Partner. You remain responsible for the trustee decisions that belong to you.
Complete the form below this video, answer each question clearly, and explain what you need help with. Depending on what you tell Virtu, the team may invite you to book an SMSF support call. Virtu reviews the form before a call is booked.
Thanks for sending through your request for an SMSF support call with Virtu Super.
If administration, tax or compliance work is taking more time than you want to give it, the clips on this page are here to answer the practical questions that usually come up before a call.
A request through the contact form isn't a confirmed booking. Virtu's team needs to understand what you have asked about and whether a support call is the right next step. If the team arranges a call, one of Virtu's advisers will start with the SMSF question that brought you here, look at the kind of support you need, and explain whether Virtu's services fit that situation.
That call is a chance to check whether the same service suits your fund. The adviser can explain what sits within Virtu's administration, tax and compliance scope, and what needs to be checked before any work is agreed. A fixed quote and the eventual scope still depend on those details.
If your request includes an email address, you may receive a few short emails covering common SMSF support questions. They're there to give you useful context while you consider what you want to ask, so the follow-up should feel relevant rather than random.
Below this welcome, there are short Q&A clips on fees, possible fit, control, existing support, Virtu's team and the work it publishes. Watch the topics that match your situation. If a call is arranged, those clips can cover the basics so you can spend more of the time explaining the issue that brought you here.
Keep your main question nearby. If you need to add context or follow up on the request, Virtu publishes admin@virtusuper.com.au and an official contact form. If a call is arranged, one of Virtu's advisers will take it from there. There's no need to force a decision before you know what the work involves.
If you're asking what Virtu's SMSF administration costs, the published starting point is from $165 per month.
Treat that as a starting price. Virtu says fees vary with the fund's structure and the complexity of the work. Ongoing administration can involve different work from pension documentation, a trustee change or another technical request.
If a call is arranged, ask the adviser to separate ongoing administration from any extra work your fund needs. Virtu's team can then explain what the proposed scope covers and what may change the fee. You don't need to treat $165 as a quote for your fund, and you don't need to guess a higher figure before the relevant details are understood.
The question is fair. A starting point only helps if you know what the administration service is meant to cover.
Virtu's published About page says SMSF administration from that starting price includes annual statements, tax return lodgement, investment tracking and performance, member statements and balances, and pension administration. The same page says the fee varies with structure and complexity, so the published inclusions aren't a full quote for every fund.
If a call is arranged, tell the adviser which parts you need and ask what would be included for your fund. Virtu's team can also explain whether a separate piece of work, such as documentation or a change to the fund, needs its own scope.
It's sensible to ask what happens if you contact a specialist and the issue still needs more work.
Virtu's public information doesn't promise a particular result or guarantee that every SMSF question can be resolved through its service. The support-call request is there to clarify the issue, the fund's structure and whether Virtu's administration, tax or compliance scope is suitable.
If the team can't confirm that the request fits, the adviser can explain that before any work is agreed. If legal documentation is needed, Virtu's published service description says that work can be arranged through specialist legal experts. The exact work and fee still need to be confirmed.
Bring the real question to the call if one is arranged. A clear boundary around what Virtu can and can't handle is more useful than a promise that the issue will disappear.
If you're looking for a success-rate percentage, Virtu's published material doesn't provide one. It would be misleading to turn service scope or client reviews into a number.
SMSF administration, tax and compliance work isn't a single outcome that can be measured the same way for every fund. The work depends on the fund's structure, the question you need answered and what sits within the agreed scope.
Virtu does publish its service scope, a technical team, Partner oversight and Elizabeth Meiklejohn's Chartered Accountant and SMSF Specialist Adviser credentials. Those details help you understand the published team and oversight behind the service, but they aren't a guarantee and they aren't a success-rate claim.
If a call is arranged, ask the adviser what can be assessed from your situation and what can't. A clear answer is more useful than a made-up percentage.
If you set up a self-managed super fund to stay involved in decisions, it makes sense to ask about control.
Virtu's published service description is about supporting administration, tax and compliance. It doesn't say Virtu takes over your investment decisions. Trustee responsibilities don't disappear because a specialist helps with the technical work.
Virtu's published terms say a Partner is in charge and ultimately responsible for the work, and that work is reviewed by a Partner. That's oversight of the service, not a reason to hand over decisions that belong to you as trustee.
If a call is arranged, tell the adviser what you want to keep in your hands and where you need technical support. The team can explain the line between your trustee decisions and the work Virtu may be able to handle.
Already having an accountant or administrator doesn't automatically answer whether an SMSF support call is useful. You may be happy with the current arrangement, or you may have one task or a change that still needs specialist attention.
Virtu's published scope covers SMSF administration, tax and compliance, so the relevant question is where your current support stops and what you still need help with. The public material doesn't say that every trustee should change providers.
If a call is arranged, tell the adviser who currently handles the fund and what has been left unclear. Virtu's team can then explain whether its support is relevant, rather than asking you to move everything before the scope is understood.
If you want to know who sits behind the service, Virtu presents itself as a team of accountants and SMSF specialists.
The official About page lists Elizabeth Meiklejohn as Partner. Her published profile lists a Bachelor of Commerce, Chartered Accountant CAANZ and SMSF Specialist Adviser credentials. Virtu's published terms also say a Partner is in charge and ultimately responsible, with work reviewed by a Partner.
That tells you about the people and oversight the firm publishes. It doesn't turn into a promise that Elizabeth herself will take your call or personally handle every task. If a call is arranged, one of Virtu's advisers will explain who's involved and what support matches your request.
Virtu publishes SMSF compliance, in-house administration and tax support as its core scope. The service menu also includes pension documentation, annual audit, lump-sum withdrawals, trustee changes and SMSF establishment. Where legal documentation is needed, the About page says Virtu can arrange that work through specialist legal experts.
That scope doesn't mean every service applies to every fund. Ongoing administration, an annual audit and a document change are different pieces of work, and the relevant combination depends on the structure and the question you bring.
If a call is arranged, describe the issue directly. One of Virtu's advisers can explain whether the question sits inside the published scope and what information is needed to define the work.
The support request on this page is focused on Virtu's published administration, tax and compliance services. Investment or personal financial advice is a separate question.
Virtu's published offer here doesn't promise investment returns or say that an SMSF is right for everyone.
If your main question is about an investment decision or broader personal financial advice, say that clearly in the request. If a call is arranged, the adviser can tell you whether that question fits Virtu's published service scope. That gives you a clearer answer than assuming every SMSF question belongs with the same team.
If Virtu arranges a support call, one of its advisers will start by clarifying the issue, the fund and any existing support. The adviser will need that context before explaining what Virtu may be able to do.
From there, the adviser can explain whether Virtu's published administration, tax or compliance support is relevant, what work may need to be scoped, and what information would be useful next. The public materials don't promise that Virtu will take on every request. They also don't set a fixed quote or promise a particular result.
If the scope looks suitable, the team can explain the service and fee details that apply to your fund. Virtu publishes admin@virtusuper.com.au and an official contact form if you need to add context or follow up on the request.
The call is there to give you a clearer view of fit and scope. One of Virtu's advisers will take it from there, and you can decide what you want to do with that information.
Preview: Submitting the form starts a request; it doesn't confirm a calendar booking.
Subject option 1: Your SMSF support call request
Subject option 2: What happens after your SMSF request
Thanks for contacting Virtu Super about an SMSF support call.
Your message starts a support-call request. It doesn't confirm a calendar booking. Virtu can review the information you've sent and contact you through the published route if a support call is suitable.
While you wait for the request to be reviewed, note the SMSF issue that prompted you to get in touch. It may be administration, tax work, compliance, pension paperwork or a change to the fund.
A few plain notes will do. You don't need to turn the issue into a technical brief before Virtu can understand what you need.
Kind regards,
Virtu Super
Preview: Administration support can share technical work while trustee duties stay clear.
Subject option 1: You can keep control of your SMSF
Subject option 2: SMSF support and trustee responsibility
An SMSF gives you control, but it also gives you responsibilities.
Records, annual statements, tax work, compliance and changes to the fund can create a steady technical load. Virtu provides SMSF administration, tax and compliance support so trustees don't have to carry every part of that work alone.
Its administration and tax work are in-house, with Partner review over the work. That support is separate from making trustee decisions. Keep your main question in front of you: what do you need to understand or get under control?
If Virtu contacts you about a support call, start with that question. You don't need to cover every part of your SMSF at once.
Kind regards,
Virtu Super
Preview: Existing support can be part of the question, not something to hide.
Subject option 1: Already have an accountant or administrator?
Subject option 2: Where Virtu's SMSF support may fit
Already working with an accountant or administrator? That's useful context, not a reason to leave it out.
You may be trying to understand who handles what, whether a change in the fund needs extra work, or whether an unresolved administration issue needs specialist attention. Virtu supports SMSF administration, tax and compliance. Its published service list includes annual statements, tax return lodgement, investment tracking and performance, member statements and balances, and pension administration.
Write down what your existing provider handles and where your question remains. If Virtu contacts you about a support call, that information can help clarify the possible scope. The request doesn't assume that you need to replace anyone.
Kind regards,
Virtu Super
Preview: Note the issue, any fund event and the help you already have.
Subject option 1: Put your SMSF question on one page
Subject option 2: A simple way to prepare for a call
A simple note can make an SMSF support call more useful.
Write these four things:
- the question that prompted the request
- what happened, if a fund event caused it
- which accountant, administrator or other professional already supports the fund
- what you want clarified
A fund event might be a pension, trustee change, withdrawal, lending arrangement or another change. If the issue is ongoing administration, name the hardest part to keep up with.
Use ordinary words if you don't know the technical term. Virtu's team can understand the situation from the facts you can provide if a call is suitable.
Kind regards,
Virtu Super
Preview: The published starting price varies with structure and complexity.
Subject option 1: How Virtu's SMSF administration fees work
Subject option 2: The published SMSF administration starting price
Virtu publishes SMSF administration from $165 per month*. That's a starting price for the published administration service. It's not a universal fee for every fund.
The applicable fee depends on the fund structure and the complexity of the work. Ongoing administration may have a different scope from a request involving pension documentation, a trustee change or another technical request.
If Virtu contacts you about a support call, ask which work may be relevant to your fund and how the applicable fee would be determined. Clear scope comes before deciding whether Virtu's service is a suitable fit.
*The published starting price is subject to fund structure and complexity. Virtu would need to confirm the scope and applicable fee for your fund.
Kind regards,
Virtu Super
Preview: A clear question helps Virtu understand which part of the fund needs attention.
Subject option 1: When a support call may be useful
Subject option 2: What to prepare if Virtu contacts you
If Virtu contacts you about a support call, have the main SMSF question nearby.
You can also note any fund event connected to the question and the professionals already helping with the fund. Documents that are easy to reach may add context, but start with the issue itself. Virtu needs to understand the fund and the work involved before it can discuss possible scope.
The purpose of the call is to work out what you're asking about and whether Virtu may be able to help. It isn't a promise that a particular service or fee applies. The request remains a request; it isn't a booked call.
Kind regards,
Virtu Super
Preview: Use the official page, email or phone to add information or ask about the request.
Subject option 1: Keep Virtu's published contact route handy
Subject option 2: How to update your SMSF support request
Need to add or correct information after sending your request?
Use Virtu's published contact route:
- Contact page: https://virtusuper.com.au/contact/
- Email: admin@virtusuper.com.au
- Phone: 07 3349 1452
Include the SMSF question that prompted the request and any update you want Virtu to see. This route is for requesting contact about SMSF support. It isn't an online calendar booking. Virtu can review the request and contact you if a support call is suitable.
A direct question is enough. You can explain the administration, tax or compliance issue in your own words.
Kind regards,
Virtu Super
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Preview: Self-managed doesn't have to mean every task lands on your desk.
Running an SMSF gives you control over the decisions around your super. It doesn't mean you need to carry every technical task yourself.
When an evening disappears into records, statements or a compliance question, sort the task into three groups:
- a decision you need to make
- information or records that need to stay current
- tax or compliance work that needs to be completed
The groups need different attention. You can stay involved in fund decisions while specialist support covers the administration around those decisions.
Virtu Super's published service scope includes SMSF administration, tax and compliance support. Its administration description includes annual statements, tax return lodgement, investment tracking/performance, member statements and balances, and pension administration.
The practical question isn't whether you should stay involved. Decide which responsibilities you want to keep and which technical tasks you want supported.
Virtu Super
Preview: Control of your fund and handling every technical task are different things.
Being the trustee doesn't mean you have to prepare every statement, track every balance and manage every compliance task yourself.
Keep two responsibilities separate:
You make the decisions about your fund.
Your SMSF support team handles the administration and technical work you have chosen to delegate.
Before you compare providers, ask who keeps the records current, who prepares and lodges the tax return, who handles member statements and balances, and how a Partner reviews the work.
The answers show whether the service covers the responsibilities you actually want help with. They also give you a better way to discuss scope before you share detailed fund information.
Virtu's published terms state that a Partner is in charge and that a Partner reviews the work. Partner review keeps the technical load shared while leaving you in the trustee's role.
The useful distinction is simple: support with the work doesn't have to mean giving up control of the fund.
Virtu Super
Preview: A change can affect records, tax, compliance and documentation together.
Treating a fund change as a single paperwork task can leave important questions unanswered.
A pension, withdrawal, trustee change or lending arrangement can affect more than one part of your SMSF administration. Before you act, write down:
- What's changing?
- Which records or member details are affected?
- Does the change create tax or compliance work?
- Will the fund need new or updated documentation?
The four questions help you separate the decision from the work that follows. You can take those facts to the person handling your SMSF administration, tax or compliance work and ask what needs to happen next.
SMSF administration, tax and compliance are listed in the published scope. The service menu also includes pension administration and related documentation work. For legal documentation, support can be arranged through legal experts where needed.
You don't need to turn a fund change into a technical essay. Name the event, list the question and take that starting point to the relevant specialist.
Virtu Super
Preview: A starting price only makes sense beside the work it covers.
The official page lists SMSF administration from $165 per month and notes that fees vary with the fund's structure and complexity. Treat the figure as a starting point, not a quote for every fund.
Compare the work behind the price.
The published administration description includes annual statements, tax return lodgement, investment tracking/performance, member statements and balances, and pension administration.
When you compare support, ask:
- What does the starting service include?
- Which parts of your fund's structure affect the scope?
- Who reviews the work?
- What other documentation or technical work might your fund require?
A price makes more sense when you can connect it to the responsibilities your fund creates. Asking those questions before you proceed gives you a clearer view of the service and the fee that applies to your situation.
Virtu Super
Preview: Responsibility questions help you understand how support is organised.
Ask the team three direct questions:
- Who handles the administration?
- Who prepares and lodges the tax return?
- How is compliance work checked?
The team's answers show you how responsibility moves through the service. From there, you can see whether the support covers SMSF administration, tax and compliance, or whether your question needs a different specialist.
Virtu's About page describes in-house SMSF administration and tax, with legal documentation arranged through legal experts where needed. Its published terms state that a Partner is in charge and that a Partner reviews the work.
You don't need to know every technical term before you ask. A plain answer about who's responsible for each part of your fund's work is enough.
Virtu Super
Preview: A clear question gives your next support call a useful starting point.
Write down the question in the same words you would use aloud:
- Are my fund records up to date?
- What administration or tax work follows this fund change?
- Which compliance responsibility am I still carrying myself?
- What does my current SMSF support cover?
Add the event or task that prompted the question. You don't need to prepare a perfect explanation before asking for help. A clear question lets the team address the actual issue first.
Virtu Super's published scope includes SMSF administration, tax and compliance support. If you want to ask whether the service is suitable for your question, use the contact form at https://virtusuper.com.au/contact/, email admin@virtusuper.com.au or call 07 3349 1452.
The team can discuss your fund, your tax, administration or compliance question and whether the service is suitable.
Virtu Super
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