smsf

ITP can help you grow your super and locate and consolidate lost super, to ensure you are maximising every cent in preparation for your retirement. We manage all aspects of SMSF, including fund structure and setup, rollovers of existing SMSFs, investment strategy, administration and compliance.

Book an appointment with an
ITP financial planner

short white line rectangle right

Take back control of your super with ITP SMSF.

Let us setup your SMSF, while you choose the investments. With ITP SMSF there are no restrictions around banks and investments, the choice is yours.

Our Services

New SMSF

New SMSF

SMSF administration

SMSF

Administration Package

SMSF tax returns

SMSF

Tax Returns

help

Help

with Deciding

investment

Invest

in Property with an SMSF

What matters to you, matters to us!

We’re determined to help our clients thrive and grow. We act in your best interest, providing professional, compliant and considered advice. Always.

SMSF range of investments

We support a wide range of investments, banks, brokers and platforms – perfect to give you the choice you want from your SMSF.

SMSF experts

You’ll have access to expert advice from ITP’s team of qualified accountants, financial planners and lending consultants at your disposal. Ideal if you are considering property within your SMSF.

SMSF ongoing support

Ongoing support from our central SMSF office to assist with all your SMSF needs.

SMSF best service

Best possible service at the best possible price. We strive to provide you with a high level of service and value.

HEAR FROM OUR CLIENTS

Ralph and Gail, Territory Manager

"Retirement was not so clear for us, or when and how it might eventuate. On referral to ITP Financial Planning we were assisted by George to plan for retirement. George and his staff have been excellent professionally, very transparent and approachable. They’ve assisted us with our retirement plan, including superannuation and an investment portfolio, giving us a defined direction and ease of mind regarding our financial future."

HEAR FROM OUR CLIENTS

Ilona, Public Servant

"George and his team are very organised and helpful. They assisted me with financial advice and helping me to understand superannuation, which has resulted in a positive outcome! I would recommend them to friends and family because they are trustworthy and knowledgeable."

HEAR FROM OUR CLIENTS

Georgette and Zane, Retired

"This was the first time we have used George and the service provided was exceptional and well worth the engagement fee. We were very satisfied with the experience and delighted with the outcome. George was extremely patient with us; he was professional yet always had a caring manner. He provided us with peace of mind and a plan we could easily manage. In short, George and Monica were outstanding."

HEAR FROM OUR CLIENTS

Aaron, Senior Applications Developer

"I enjoy working with George Eljouni over other businesses because of his professional and efficient business culture. I get direct answers to my questions. George has helped me make the tough decisions to do with my property investments and long-term plans. I now have a positive focus going forward and am very grateful for George and his teams help. They didn’t waste my time but directly helped me and gave answers I needed."

HEAR FROM OUR CLIENTS

Robyn, Customer Services and Admissions Clerk

"I heard really good things about George from a friend. He has lived up to the recommendation, with friendly service and a great strategy to eliminate tax and build up my super for early retirement."

HEAR FROM OUR CLIENTS

Wade, Electrician

"In 5 months with George, he has assisted with life insurance, super and future investments. In that time, by restructuring our super, we’ve noticed more growth without paying any extra! I would recommend George to others as he offers good follow up on everything we discuss."

Your new SMSF

One

We arrange your SMSF Trust Deed (and trustee company where applicable)

Let’s get to know each other - usually, this is done via an initial phone call.

Two

We register your new SMSF with the ATO

to allow us to understand your position, requirements, and objectives.

Three

We prepare your SMSF Investment Strategy document

Now we’ve been introduced, we can talk about the finer details for your financial plan.

Four

We make it easy to open the bank account of your choice

and go through in detail our financial planning strategy for you.

Five

We provide you with a contributions guide

We’ll show you the easiest way to start contributing to your new SMSF.

Six

We provide you with 24/7 access to your fund*

We provide you with access to our online client portal which you can use to easily track your super contributions and fund performance.

*Available as part of the ITP SMSF administration package

The information contained in this site is general information only made available to residents of Australia. It has not been prepared taking into account any person’s particular needs, financial situation or objectives and should not be relied upon as a substitute for financial, accounting, legal, tax or other specialist advice. It is not intended to be a recommendation, offer or invitation to take up any financial product. You should seek advice from an appropriately qualified professional on whether the information is appropriate for your particular needs, financial situation and objectives.

Speak with an Advisor

No pressure, no obligation; introductory call back at a time convenient for you.