A year from now you'll wish you started today
Rivkin Super is an SMSF administration and general investing advice service designed to support and educate passionate, self-directed SMSF investors get the most from their funds.
Rivkin Super is an SMSF administration and general investing advice service designed to support and educate passionate, self-directed SMSF investors get the most from their funds.
Write your own SMSF investment strategy and define what your SMSF can invest in.
Learn how to combine your superannuation assets with up to three other people.
Can you buy a property with your SMSF? Or borrow for a property? Contact us to find out!
Find out how to, and how much you can, add to your existing super without being penalised.
Some SMSFs are able to borrow money to invest within their SMSF.
Start a new SMSF or transfer an existing SMSF to Rivkin and get premium service with no hidden fees and costs.
An SMSF may not be right for everyone. To learn more call us or click here.
If you have any questions, call us now! We're always up for a chat.
1300 366 145
More than one million Australians manage their super through an SMSF, and over 2,500 new funds are established monthly.
Contrary to popular belief, there is no minimum amount needed to start your own SMSF.
Super balances over $200,000 are more cost-effective in an SMSF than in most large superannuation funds.
Statistics derived from ATO Self-managed super fund statistical report, September 2014, and ASIC-sponsored Rice Warner report, Costs of operating SMSFs, May 2013.
While there is no minimum balance, we recommend SMSF investors consider costs as a percentage of their fund balance.
“Talking to Rivkin Super feels more like talking to friends than a service provider – I have never been made to feel silly or inadequate and the team are always enthusiastic and friendly. Since moving to Rivkin, we have made significant (60%) cost savings in the management and administration of our SMSF. Previously it was difficult to make contact with various accountants and auditors to coordinate the administration of the fund – but now it is all done and coordinated by Rivkin. Moving to Rivkin has been a great experience and has saved us hours of time simply by being able to ring and talk to the team. I am amazed at how prompt email or phone calls are answered – and it has always impressed me that the team know me by name when I call: I often joke about how they must have a voice recognition system.”
Brett K. and Jannine N. (Rivkin members since 2014)
We’re dedicated to supporting passionate, self-directed investors who want to get the most from their retirement fund. For over four years, we’ve been taking care of SMSF compliance, and educating and empowering hundreds of investors to make sound investment decisions for their financial future.
Whether your fund is straight-forward, complicated, or anything in between – we can help you. And right now – it’s absolutely free for the first year.
Rivkin Super: Transparent. Personable. Comprehensive.
Focus on investing and leave the paperwork to us; there’s almost nothing we can’t take care of for you.
Administration service combined with free ASX investing advice.
You’ll enjoy the flexibility of our packages; there’s something for everyone and every fund type.
Don’t let percentage-based fees eat away at your life savings. Monthly fixed fees means you’ll know exactly what you’ll pay, when.
Earn 1.30% interest on your fund's cash, and also receive a 0.25% rebate on your average balance. Pay only $9.90 or 0.11% on stockbroking fees.
24/7 access to your fully-featured fee-free Macquarie Cash Management account.
Access your trust deed and most recent financial accounts securely available 24/7
Submit questions for our SMSF experts to answer during our monthly video show
Access our entire history of how to articles and SMSF regulatory updates
“I wanted the control that an SMSF gives over my money but found DIY investing and SMSF compliance too much of a burden. Rivkin Super was an easy choice for me and I like how they’re more transparent than other services I’ve come across. I have regular conversations with the Rivkin Super team and dealing desk: I love the personalised service they provide.”
Ken V. (Rivkin member since 2003)
“In 2011, we set up our SMSF with the help of Charity and her team and we can’t thank her enough for her tireless help in a professional and timely manner. She answered all our queries, no matter how silly or complicated (at least to us) promptly and patiently and explained the jargon and details of our SMSF tax return without any hint of frustration. She is a real asset of the Rivkin team and a delight to us to have her professional help and guidance.”
Susanne and Anthony T. (Rivkin members since 2003)
Charity Bru, CA
“Charity was unbelievably helpful in helping us move the administration of our fund to Rivkin Super – and there were many, many phone calls and emails. Charity is so very professional and simply a lovely, charming person. It is always a pleasure to talk to her and any reports, paperwork, etc. are produced quickly, on time and with minimum fuss.”
Brett K. and Jannine N. (Rivkin members since 2014)
“The speed at which Rivkin Super has grown, now in its seventh year with hundreds of clients, is testament to Charity’s intellect, 16 years’ experience and an incredible dedication to serving her clients.”
Scott Schuberg, Rivkin CEO
Choose to do more with your superannuation today.
Have your fund set up within days.
Complete your online application in as little as five minutes.
We’ll call you to discuss your application and answer any questions you have.
An establishment package will be mailed to you and includes trust deed and trustee declaration(s); ATO applications for TFN and ABN; other company forms (for corporate trustees).
Rivkin Super will open a Macquarie CMA transaction bank account and a CMC Markets share trading account for you.
We’ll help you roll over your superannuation and organise employer contributions.
Start investing with the help of Rivkin Local!
“Just got back from our annual SMSF review and thanks to your sound advice, our fund has returned 24% on Australian shares for the 2015-2016 financial year, plus a $9k tax refund. Given the year was overall pretty flat to sideways, one shudders to think what it might be over the next 5-7 good years – bring it on! Thanks again team; my family and I are deeply indebted to you and your support.”
Daryl L. (Rivkin member since 2002)
All Standard services
PLUS:
All Standard and Premium services
PLUS:
$204.16 per month
$254.16 per month
REQUEST A QUOTE
“When we switched from our accountant to Rivkin Super we immediately noticed a difference. We finally have a team of professionals who are as interested in our SMSF as we are! Our quarterly reports and annual returns are emailed to us on time every time, and the Rivkin Super staff are always available to help. As with all Rivkin services you feel like part of the family and when you call, you are greeted with enthusiasm and everyone remembers and knows who you are.”
Danny and Joanne J. (Rivkin members since 2012)
OUR ONLINE APPLICATION MAKES IT EASY TO GET STARTED:
We love helping people make informed decisions about their financial future. To register your interest in speaking to an SMSF expert, simply complete and submit your contact details on the first page of the application only and we’ll call you to discuss. Alternatively, you can call us during AEST business hours on 1300 366 145 and ask to speak to the Rivkin Super team.
As the trustee of your fund, you’re the only one who holds total responsibility – regardless of the service(s) you choose to outsource. An SMSF is a big financial decision, so it’s important you’re across some of the risks.
I’m after personal advice, is this what Rivkin Super offers?
Should you become a Rivkin Super member, we are licensed to provide tax advice in relation to your superannuation and personal situation. Rivkin Super also comes with a Rivkin Local complimentary membership, which is licensed to provide general advice only, under AFSL 332802. If you require specific financial advice regarding your entire personal situation, you may wish to speak with a licensed financial planner.
Absolutely – we list the packages above purely for transparency of our ongoing fees and to showcase the flexibility of our service. Irrespective of which package you select inside the our online application form, we’ll still call you to ensure it’s the right one for your needs.
Terms and Conditions
*Application approval conditions apply. An SMSF attracts additional fees outside of the free offer including, but not limited to, brokerage and the compulsory ATO Supervisory Levy. By submitting your online application, you accept our company Terms and Conditions, risks and additional costs associated with an SMSF. Custom packages will be quoted on a fixed monthly ongoing fee prior to application approval. Monthly fees, to be withdrawn automatically from your Macquarie CMA or nominated SMSF cash account. If you’re not sure if an SMSF is right for you or you have any questions about this offer or our services, please call us during business hours AEST on 1300 748 546 and ask to speak to someone in the Rivkin Super team. Please remember that SMSF investors (trustees) are ultimately responsible for all decisions regarding their SMSF. Please note we only set up SMSFs that we take on the administration for.