Current path
- Setup Fees$0
- Yearly Fees$600
- Yearly Tax$52,559
- Yearly Benefit-
- End Assets$9,500,000
- Total Benefit-
Self Managed is an all-in-one platform that helps every Australian track investments, manage a business, plan their estate, and administer family trusts.
From manual mess to total clarity.
Automated tracking for your money and investments.
MyTax ready records without the spreadsheets.
Build generational wealth without the paperwork headache.
Set up and run family trusts.
Minimise tax and strengthen asset protection as you grow.
Less admin — more time to grow.
Invoicing + bank matching, with payroll STP built in.
BAS and tax returns lodged with ATO.
Know exactly where you stand.
Direct control over your super and investment strategy.
Clear oversight of your retirement future.
Over 30 years you could be:
| Option | Setup Fees | Yearly Fees | Yearly Tax | Yearly Benefit | End Assets | Total Benefit |
|---|---|---|---|---|---|---|
| Current | $0 | $600 | $52,559 | - | $9,500,000 | - |
| Advisor | $10,000 | $20,000 | $28,377 | -$10,218 | $8,200,000 | -$1,300,000 |
| Self Managed | $500 | $1,000 | $28,542 | $23,617 | $15,000,000 | $5,500,000 |
A knowledge hub that translates complex strategies into clear, actionable insights. Academy →
Tax effective income streaming to reduce your overall tax rate through strategic distribution planning.
Cap your tax rate at 30% by using corporate beneficiaries to manage income distribution effectively.
Effortlessly generate documents, track finances, and manage compliance in one place.
Individual investors seeking clarity.
Families growing wealth.
Sole traders and Micro Business.
Self-managed superannuation trustees.
Notify me when SMSF support launches.
Notify meSelf Managed empowers you to manage your own administration, structures and strategies. If your situation is complex or requires personalised advice, Self Managed provides direct access to a vetted partner network. Access these services for a fraction of traditional firm rates through the integrated referral program.
Estate planning, asset protection, and trust deed updates. Get expert help with wills, succession planning, and complex tax law advice.
Strategic guidance from vendor advocates, buyer's agents, and insurance specialists. Expert help for property transitions and risk management.
Beyond basic lodging. Access specialists for CGT calculations, Division 7A compliance, and high-level tax minimisation strategies.
Grant secure, temporary access to your profile. Vetted partners see your full structure instantly—no manual file sharing, just immediate, informed advice.
Automatic updates and portfolio breakdowns (including ETFs and trust holdings where available).
Income and expenses categorised with links to invoices, assets and stored receipts for cleaner records.
Create invoices and track what's paid and what's outstanding.
Run payroll and produce STP-ready reporting for employer compliance.
Generate BAS and tax reports using the transactions already in the system.
Track purchase history, improvements and adjustments to make CGT calculations easier when you sell.
Guided steps and templates for registrations, documents and bank setup.
Guided setup plus the tools to run distributions and annual paperwork.
Templates and guided steps for your self-managed super fund.
General Advice Warning
No Advice Expressed or Implied: The information on this website is for general guidance only and has not been tailored to your specific investment objectives, financial situation, or individual needs. Self Managed does not offer financial product advice or recommend any particular financial products, whether expressly or by implication. Self Managed does not recommend, suggest suitability for, or endorse any financial product or service available through the platform. This also applies to financial products or structures established when you become a Self Managed client. Using any specific transaction bank account, once your financial structure is established, is not mandatory, and you may choose a different Transaction Bank Account if you prefer. Further details on this can be found elsewhere. Any information given regarding a financial product, service or structure available through Self Managed is purely factual information about its operation and how data is shared with the platform. If this website mentions a specific financial product, you should obtain its Product Disclosure Statement (PDS) and review it carefully before deciding whether to acquire the product. Self Managed strongly advises that you seek professional advice (see below) from a qualified financial adviser before making any decision to purchase any financial product or establish any structure mentioned on this website. While the sources for this material are believed to be reliable, Self Managed does not accept responsibility for any inaccuracies, errors, or omissions.
Seek Professional Advice from a Financial Adviser: Self Managed operates on a no-advice model and does not provide financial, legal, or tax advice to users. Self Managed recommends that you obtain suitable professional advice considering your personal circumstances. A licensed financial adviser will assess your individual situation and provide recommendations appropriate for your financial needs. All information on this website is purely factual and general in nature. Therefore, you should not rely on it as advice. It is crucial to remember that individuals and entities (such as Trustees or Directors) are legally responsible for all decisions made, even if you receive advice from a Financial Planner or other professional. While a Financial Professional can offer guidance and assistance, you are ultimately accountable for your financial decisions and structures.