North Sydney office Level 8, Suite 3/8 West Street, North Sydney NSW 2060
Phone (02) 9966 8188
29+ Years advising Australians
6,000+ Clients across the country
$2.5B Funds under advice
6 Offices nationally
— SMSF in North Sydney
A specialist SMSF team, not an afterthought.
A self-managed super fund gives you control — but it also brings real responsibility for strategy, compliance and administration. Plenty of firms treat SMSF as a sideline. AGS runs a dedicated SMSF division of more than 500 active funds, so North Sydney trustees get genuine specialists rather than a generalist doing the odd fund.
The team delivers everything online through the Class platform: establishment, investment and contribution strategy, annual administration, audit coordination and compliance. That online delivery is a deliberate strength — your fund data stays current, reporting is fast, and administration is more efficient and cost-effective than a manual approach.
And because SMSF sits alongside AGS's financial planning and accounting teams, your fund strategy is coordinated with your wider plan — with the advisers at our North Sydney office on hand whenever you want to meet in person.
— What we do
How we help North Sydney & North Shore trustees
SMSF establishment & strategy
Advice on whether an SMSF suits you, then setting up the fund and trustee structure the right way.
Learn more →Fund administration
Day-to-day administration on the Class platform — current data, clean records and fast reporting.
Learn more →Annual compliance & audit
Annual return, financial statements and independent audit coordination to keep your fund compliant.
Learn more →Investment strategy
Documenting and reviewing your fund's investment strategy in line with the rules and your goals.
Learn more →Limited recourse borrowing
Guidance on borrowing to acquire property or assets inside super, structured correctly.
Learn more →Pension & retirement phase
Moving the fund to pension phase, drawdown strategy and the associated compliance.
Learn more →— Local knowledge
SMSF expertise for the North Shore.
North Sydney and the lower North Shore have a high concentration of professionals, business owners and self-funded retirees — exactly the people for whom an SMSF can do the most, and for whom getting the strategy and compliance right matters most.
From Mosman, Cremorne and Neutral Bay to Chatswood, Crows Nest and St Leonards, we look after trustees across the North Shore — with specialist advice and efficient online administration, plus the option to meet at our North Sydney office whenever you'd like.
Book a free initial discussion— Also in North Sydney
One team, every service.
— Questions answered
SMSF in North Sydney
— your questions.
Can't find what you need? Call us on (02) 9966 8188.
How is SMSF advice and administration delivered for North Sydney clients?
By AGS's specialist SMSF team, delivered online. The team operates from our Hurstville office and manages funds on the Class platform — so North Sydney trustees get real-time visibility of their fund, efficient administration and specialist advice without paperwork or office visits. Your SMSF work is coordinated with the advisers at our North Sydney office.
Do you handle both SMSF strategy and the annual administration?
Yes — both, under one roof. We advise on whether an SMSF suits you and on investment, contribution and pension strategy, and we handle the ongoing administration, annual return, audit coordination and compliance. Having advice and administration in one specialist team is what keeps an SMSF efficient and compliant.
What's the advantage of your online (Class) delivery?
Efficiency and transparency. Running funds on Class means your data is current rather than months old, reporting is faster, and the cost of administration is lower than a manual, paper-based approach. You can see where your fund stands at any time — a genuine strength of how AGS delivers SMSF.
How many SMSFs does AGS look after?
Our specialist division manages over 500 active funds. That scale means deep, current expertise in SMSF compliance, ATO requirements and strategy — and the systems to administer funds accurately and efficiently for trustees across North Sydney and the North Shore.