Bespoke Self-Managed Super Fund strategies built around your life — not a product shelf. We handle the setup, the administration and the compliance, so your super works as hard as you did.
From establishment to the annual audit, we run the machinery so you can focus on the strategy — and the life it funds.
Trust deed, ABN & TFN registration, bare trust for borrowing, and fully-managed annual admin, reporting and independent audit.
A written investment strategy tailored to your goals, timeline and risk appetite — diversified across equities, property and income assets.
Transition-to-retirement and pension-phase strategies that turn your balance into a reliable, tax-effective income for life.
Answer four quick questions. We'll estimate your SMSF readiness and where the strategy conversation should start — no email required.
Your balance and appetite point to a clear SMSF opportunity. A tailored strategy could put real control back in your hands.
Book a Strategy CallMeridian is genuinely independent. We take no commissions, no kickbacks and no product-provider incentives. Our only obligation is a fiduciary one: to act in your best interest, in writing, every time.
Read our Financial Services Guide →A flat, transparent fee agreed upfront. No surprises on your statement.
A dedicated adviser who knows your fund, your family and your goals by name.
Fully licensed and accountable under Australian financial-services law.
You pay for advice and administration — never for pushing a product.
“Meridian took our tangled super and rebuilt it into a fund we actually understand. Three years on, we're ahead of where we ever thought we'd be — and we finally sleep at night.”
A 30-minute, no-obligation conversation with a senior adviser. We'll review where you stand and map the clearest path to the retirement you want.
Book a Strategy Call