New Venture Wealth
Melbourne-based chartered accounting firm specializing in self-managed super fund (SMSF) administration for Australian individuals, offering fund setup, annual accounting, tax lodgment, and audit across property, crypto, equities, and gold investment use cases.
- Company typePrivate
- Founded2020
- HeadquartersMelbourne, Australia
- Headcount1–10
- GTM typeB2C
- OfferingServices
What New Venture Wealth does
New Venture Wealth Pty Ltd is a Melbourne-based chartered accounting firm founded in 2020 by co-founders Paul Altis and John Sette, specializing in self-managed super fund (SMSF) administration for individual Australian trustees. The company delivers an end-to-end SMSF service stack organized around five pillars—SMSF Accounting (tax, annual financial statements, tax return lodgment, audit), SMSF Crypto (ATO-compliant digital asset setup with approved exchanges), SMSF Property (including LRBA lending support and bare trust structures), SMSF Gold (bullion and coin custody compliance), and SMSF Equities (shares, ETFs, LICs). Service is delivered nationally with a Collins Street Melbourne office for face-to-face meetings and remote support across all major Australian cities.
The underlying platform is a cloud-based SMSF administration system featuring encrypted client portals, online document management, real-time fund performance dashboards, and automated compliance alerts with proactive year-end trustee reminders. The firm integrates with multiple Electronic Service Address providers (BGL, Class, Link, SuperChoice, SuperStreamIQ, TrustECSA, AIA Connect, ZDW) for SuperStream compliance and with AUSTRAC-registered crypto exchanges (CoinSpot, Kraken, Independent Reserve, Swyftx, BTC Markets) plus a Zipmex partnership for crypto-enabled SMSF funding. Trust deeds are delivered via a partnership with Deed Dot Com Dot Au Pty Ltd.
Revenue is generated primarily through recurring annual administration fees (A$1,950 base with SMSF setup included; A$1,499 first-year transfer special), with pay-as-you-go charges for additional services including bare trust establishment (A$550–A$1,450), real estate or share exchanges (A$95), pension commencement (A$450), and Electronic Service Address registration (A$45/year). Distribution is direct-to-consumer and sales-led via a 1300 number phone motion, free 15–30 minute consultations, online applications, and SEO-optimized city-specific landing pages. The company has no institutional funding, no disclosed parent, and operates as a privately held proprietary limited company registered in Australia.
New Venture Wealth firmographics
Firmographics- Name
- New Venture Wealth
- Legal name
- New Venture Wealth Pty Ltd
- Website
- https://newventurewealth.com.au
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Melbourne-based chartered accounting firm specializing in self-managed super fund (SMSF) administration for Australian individuals, offering fund setup, annual accounting, tax lodgment, and audit across property, crypto, equities, and gold investment use cases.
- Ownership category
- akta.pro rank
New Venture Wealth industry classification
Industry- Product category
- Self-Managed Super Fund Administration
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industry
- Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)
Keywords
Where New Venture Wealth is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
New Venture Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- SMSF Setup Services: One-time setup fee for establishing Self-Managed Super Funds, including trust deed, ABN/TFN applications, trustee appointments, and initial compliance documentation. Setup fee is reimbursed back to customer from super balance once fund is established.
- Annual SMSF Accounting and Administration: Recurring annual fee covering preparation of financial statements, tax return lodgment, annual member statements, independent audit, and phone/email support. Paid monthly or annually from SMSF bank account. Tax deductible for the fund.
- Additional Services and Fees: Fees for additional services such as real estate/share exchange transactions, unlisted company valuations, pension commencement, trust deed updates, member changes, bare trust establishment, LRBA setup, and winding up SMSF.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | SMSF Setup - Free with Accounting Services |
| Subscription | Annual | Annual SMSF Accounting Fee |
| Subscription | Annual | Transferring SMSF Special - First Year |
| Subscription | Monthly | Single Member Fund Administration & Audit |
| Subscription | Monthly | Multi-Member Fund Administration |
| Subscription | Annual | Electronic Service Address (ESA) |
| One time/ perpetual license | Pay-as-you-go | Bare Trust Establishment |
| Other | Pay-as-you-go | Additional SMSF Services |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
New Venture Wealth product offering
Product offeringCore offering
New Venture Wealth establishes and administers Self-Managed Super Funds (SMSFs) for Australian individuals. Services include SMSF setup, ongoing annual accounting and tax lodgment, independent audit coordination, ATO compliance management, and investment guidance across property, cryptocurrency, equities, and physical gold. Fees are fixed and transparent, paid from the SMSF bank account, with no lock-in contracts.
Product overview
New Venture Wealth offers a unified SMSF service platform providing end-to-end self-managed super fund management. The core offering consists of five integrated service pillars: SMSF Accounting (tax, audit, compliance), SMSF Crypto (digital asset investments), SMSF Property (real estate with LRBA support), SMSF Gold (precious metals), and SMSF Equities (shares and ETFs). The platform is complemented by setup services, bare trust packages for property purchases, and ESA management for SuperStream compliance. Clients receive dedicated account managers with no lock-in contracts, and all fees are transparent and fixed. Pricing includes annual accounting at $1,950 with setup or $1,499 first-year for transfers, with additional services like property loan setup ($1,100-$1,450) and ESA management ($45/year) available as modules.
Differentiator
Problem solved
Functional benefit
Products and services
- SMSF Accounting Complete annual SMSF tax and accounting service for individual trustees, including preparation of annual financial statements, ATO tax return lodgment, annual member statements, and coordination of the independent external audit. Features a dedicated SMSF accountant, Chartered Accountants, no lock-in contracts, and an annual fee of $1,950 with SMSF setup included.
- SMSF Crypto Service for individual SMSF trustees wanting to invest in cryptocurrency (Bitcoin, Ethereum, and other digital assets) through their self-managed super fund. Provides ATO-compliant SMSF setup, guidance on approved wallets and AUSTRAC-registered exchanges (e.g., Kraken, CoinSpot, Swyftx, BTC Markets, Independent Reserve, Zipmex), secure storage guidance, and ongoing annual accounting and compliance.
- SMSF Property Service for SMSF trustees purchasing residential or commercial property through their self-managed super fund. Includes ATO-compliant structure setup, guidance on Limited Recourse Borrowing Arrangements (LRBA), support with trustees and legal structures, compliance requirements, and ongoing annual accounting and compliance included.
- SMSF Equities Service for SMSF trustees investing in ASX-listed companies, ETFs, LICs, and selected international shares through their self-managed super fund. Provides ATO-compliant SMSF setup, guidance on broker accounts, trading platforms and portfolio structure, plus ongoing annual accounting and compliance.
- SMSF Gold Service for SMSF trustees investing in physical gold (approved bullion bars or coins) through their self-managed super fund. Includes ATO-compliant SMSF structure setup, guidance on approved precious metal dealers and compliant purchasing, secure storage solutions meeting SMSF regulations, and ongoing annual accounting and compliance.
- SMSF Setup Service Complete SMSF establishment service for new individual trustees. Includes all ATO-regulated documents, ABN and TFN applications, dedicated consultant support, online portal access for managing the fund, and reimbursement of the setup fee from the super balance once the fund is established. Setup fee is free when bundled with first-year accounting services (ASIC government fee of $611 not included).
- SMSF Transferring Service Onboarding service for individuals transferring an established SMSF to New Venture Wealth. Includes full setup and onboarding, annual tax return preparation, independent audit arrangement, and member statement preparation. First-year special priced at $1,499, with subsequent years at the standard annual rate.
- Administration & Audit Service Ongoing SMSF administration and external independent audit service billed monthly with tiered pricing by member count: $135/month ($1,620/year) single member, $155/month ($1,860/year) two members, $175/month ($2,100/year) three members; additional fees apply for 3+ members. Annual audit is included.
- Electronic Service Address (ESA) Registration and annual maintenance of a SuperStream-compliant Electronic Service Address (ESA) for the SMSF, required to receive contributions and rollovers electronically. Priced at $45 per annum.
- SMSF Bare Trust Package Bare trust establishment service for SMSF property purchases, including bare trustee setup for Limited Recourse Borrowing Arrangements (LRBAs). External lending bare trust + security company establishment starts at $1,100 one-time fee (excluding $512 ASIC fee); internal lending LRBA setup $1,450 one-time fee; non-company bare trust $550 one-time fee.
Quantifiable outcome
- Save over $874 with FREESMSF promotional code
- +3 more outcomes
Companies that use New Venture Wealth
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles3 records
New Venture Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
Feature3 records
New Venture Wealth partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor and core.
- ZipmexminorCryptocurrency exchange partnership allowing New Venture Wealth clients to charge up their SMSF with crypto through Zipmex platform. Enables SMSF customers to invest in digital assets through an approved exchange.
- Third-Party Accounting FirmscoreAffiliated network of third-party accounting firms and tax agents that provide expert advice and auditing services. Includes ASIC-approved SMSF auditors and DIY specialist accountants.
- Deed Dot Com Dot Au Pty LtdcoreService provider that delivers trust deed and other legal documents through their website interface and document delivery system. Prepares all trust deeds through associated law firm.
- Independent External AuditorscoreIndependent third-party SMSF auditors that conduct annual audits to ensure ATO compliance. New Venture Wealth arranges audit services as part of their annual fee.
- ESA Providers (SuperChoice, Link, BGL, Class, etc.)coreElectronic Service Address providers required for SuperStream compliance. New Venture Wealth facilitates ESA setup and integration with SMSF administration systems as part of their service.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
New Venture Wealth competitors and assessment
Company assessmentDirect peers
- Heffron: Long-standing Australian SMSF administration, accounting and consulting firm serving individual trustees and advisors. Comparable on full-service SMSF admin including property and complex asset strategies.
- eSuperfund: Established Australian SMSF administration and accounting specialist offering setup, tax, audit and compliance services nationally. Closest direct competitor to New Venture Wealth on core accounting + alternative-asset SMSF services.
- Aston SMSF: Boutique Australian SMSF administration, accounting and audit firm serving individual trustees. Comparable scope, customer segment and recurring annual fee model.
- Self Managed Super: Australian SMSF setup and administration specialist with national phone-based and online onboarding. Direct overlap with New Venture Wealth's setup + accounting service stack.
- SuperGuy: Australian SMSF administration specialist offering setup, accounting, tax and audit services for individuals and small businesses. Competes head-to-head with New Venture Wealth on price-led, no-lock-in SMSF service bundles.
- Super Central: Australian SMSF and accounting services provider with focus on establishment, compliance and SMSF property setup. Overlaps with New Venture Wealth's bare trust / LRBA property service pillar.
Emerging players
- Smarter SMSF: Niche Australian SMSF administration and educational brand with comparable online content engine. Overlaps on DIY-adjacent customers considering outsourced admin.
Broad incumbents
- BGL Group (Class Super / Simple Fund 360): Larger incumbent SMSF and broader accounting software vendor (Class Super, Simple Fund 360, BGL Transact) used by many SMSF admins. Represents a technology-led competitive threat if it expands further into managed administration services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
New Venture Wealth social profiles
Digital presenceNew Venture Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
New Venture Wealth leadership team
Management profileNumber of profiles
Profiles2 records
New Venture Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
New Venture Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about New Venture Wealth
What does New Venture Wealth do?
New Venture Wealth establishes and administers Self-Managed Super Funds (SMSFs) for Australian individuals. Services include SMSF setup, ongoing annual accounting and tax lodgment, independent audit coordination, ATO compliance management, and investment guidance across property, cryptocurrency, equities, and physical gold. Fees are fixed and transparent, paid from the SMSF bank account, with no lock-in contracts.
Is New Venture Wealth a public or private company?
New Venture Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was New Venture Wealth founded?
New Venture Wealth was founded in 2020. It employs 1 to 10 people.
Where is New Venture Wealth based?
New Venture Wealth is headquartered in Melbourne, Australia, in the Oceania region.
How does New Venture Wealth make money?
Three revenue lines are on record. SMSF Setup Services are the primary driver. The others are annual SMSF Accounting and Administration and additional Services and Fees.
Who are New Venture Wealth's main competitors?
Direct peers on record are Heffron, eSuperfund, Aston SMSF, Self Managed Super, SuperGuy and Super Central. Smarter SMSF is listed as an emerging player. BGL Group (Class Super / Simple Fund 360) is listed as a broad incumbent.
Does New Venture Wealth have an API?
No public API is recorded for New Venture Wealth.
What industry is New Venture Wealth in?
New Venture Wealth's product category is Self-Managed Super Fund Administration. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAGAB, Pension Master Trusts, Superannuation & Provident Funds. Its NAICS code is 523940 and its SIC code is 6282.