For over 22 years, SMA has been administering the investment and retirement savings of thousands of fellow Australians. During this time, SMA has strategically positioned itself as a leader in Fund Administration, servicing some of Australia’s iconic small to medium funds management organisations.

Established in 1987, SMA has enjoyed rapid expansion due to its core focus of delivering personalized and tailored service at an affordable price. SMA has more recently opened additional offices in NSW and Tasmania, ensuring that the business will continue to focus on its core strengths with a corresponding mandate of attaining new business and providing comprehensive solutions in Corporate Superannuation, Fund Administration (Super and Non-Super), Financial Planning, Self Managed Superannuation Funds, Insurance, Investment and Tax Services.

In brief SMA:

• commenced operation in 1987 as a specialist actuarial and superannuation consulting firm,
• is a privately owned Australian company,
• provides full support and administration services for superannuation funds, from a single member fund to those with thousands of members,
• administers and advises both superannuation and non-superannuation funds with assets under administration in excess of $1.1 billion,
• employs 40 staff. Our Head office is located in Melbourne with other offices in Perth, Hobart and Albury,
• is an experienced administrator of retirement and non-superannuation investment funds,
• offers a Master Trust facility,
• offers Allocated/Complying pensions,
• provides Taxation, Accounting & Reporting services,
• manages Group Insurance for both Super and non Super,
• provides Financial Planning services.