New Venture Wealth Review

By Crypto News Australia Updated at: December 15, 2025

Is New Venture Wealth Worth It?

New Venture Wealth is an all-encompassing SMSF solution for investors looking to take ownership of their retirement portfolios. Aussies adding cryptocurrency to their SMSFs is growing in popularity, and New Venture Wealth provides cost-effective expertise and accounting within this specialised industry.

Typically, individuals are advised to avoid an SMSF if they earn under a certain threshold (typically $150-200k AUD). However, those wanting to build their very first crypto SMSF, or simply add digital assets to their existing portfolio, will find New Venture Wealth’s attention to detail and suite of services excellent value for money.

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New Venture Wealth is an Australian-based firm bringing expertise to SMSF and accounting in the crypto space. The team is designed to assist both existing and new self-managed super fund owners streamline what can be a complicated process. Founded in 2020, New Venture Wealth can handle annual reporting and auditing, getting an SMSF started from scratch and offers tax advice for those investing in equities and property (alongside digital assets).

Pros

Strong reputation for premium customer service, with a 5-star rating on Google Reviews
Offers expertise across several asset classes, not just cryptocurrency
Can support clients from all the major Australian cities
Provides services for all SMSFs – whether they’re just getting started or have been established for years
Supports monthly accounting, annual reporting, auditing and compliance checks
The application form to get started is very simple, even for newcomers to the space
As a boutique accounting/SMSF firm, they can give clients personal attention that others may not

Cons

Have slightly less presence than some competitors
Fees can be pricey (although this is true for most SMSF-adjacent businesses)

Details

Costs:

Accounting costs: $2,050 AUD annually/$175 AUD monthly

Establishment costs: $874 AUD*

Headquarters:

Melbourne, Australia

Phone number:

1300 050 939

Website:

https://www.newventurewealth.com.au/

What You Get With New Venture Wealth

New Venture Wealth is a tax and SMSF expert with one key goal – making SMSFs simple.

Opening, maintaining and reporting on a self-managed super fund can be a key barrier to entry for investors. Filling out dense documentation can be cumbersome and leave you potentially prone to error.

That’s why New Venture Wealth offers an all-encompassing service to help SMSFs run in the background as smoothly as possible, regardless of your personal expertise or financial situation.

SMSF Setup

One of the most-asked questions around SMSFs is: How do I actually get started?

No matter how much research you do, taking the first step into the world of self-managed super funds can be a bit intimidating.

This is one of New Venture Wealth’s flagship services – a simple, five-minute SMSF setup application that can be submitted within five to ten minutes.

There are several key processes to getting an SMSF off the ground floor, and New Venture Wealth either covers them or will help you ensure everything is ready to go. This includes:

All SMSF Establishment Documents required by the Australian Taxation Office (ATO)
ABN and TFN application specifically for the new SMSF
Trustee documentation and appointments
A personal consultant to help and answer your every question
Helping your investment strategy and trust deed align with your SMSF’s portfolio and trading activity

Accounting and reporting

The New Venture Wealth team comprises experienced accountants based across all major Aussie cities with 24/7 support.

Accurate and up-to-date accounting is particularly important when managing an SMSF. So, New Venture Wealth offers ‘reliable accountants’ to help smooth the reporting process come tax time.

The team will assist you with reporting to the Australian Taxation Office (ATO) and provide any specialised advice to support compliance. This includes the creation and lodgement of any necessary documentation, such as annual member statement(s).

New Venture Wealth’s tax experts can also assist with annual auditing requirements via professional third-party auditors.

Expertise across traditional and alternative asset classes

Maintaining compliance is key to operating an SMSF and leveraging its potential benefits – especially given the fast-moving regulatory landscape of digital assets. Additionally, many individuals looking to add cryptocurrency to their retirement portfolio will seek experts in this specific field.

This is something New Venture Wealth has acknowledged and caters to, fostering a team of professionals with a strong background in crypto tax, financial markets and blockchain technology.

Though New Venture Wealth has a sharp focus on crypto, the team of accountants and SMSF professionals are experienced across several financial markets, including:

Investment properties
Home loan options
Equities and stocks
Precious metals

What Are the Costs?

New Venture Wealth offers several packages, depending on whether you require comprehensive SMSF support or just monthly accounting.

The team charges a one off set up fee of $874 AUD for new SMSFs. Please note this rate is not inclusive of Government/ASIC fees, which can be $576 AUD (although this figure is subject to change). It’s also worth noting the fee will be reimbursed to customers from their SMSF balance once it is established.

For those who just seek accounting, New Venture Wealth charges $175 AUD per month, with no lock-in contracts.

There are some other fees associated with setting up and maintaining an SMSF, which New Venture Wealth covers in this table.

How To Get Started With New Venture Wealth?

New Venture Wealth offers a streamlined onboarding process for customers with and without an existing SMSF.

For those who want a bit more information before getting started, New Venture Wealth provides a free 15-minute SMSF consultation for new customers.

The team is also reachable via contact form, email and an Australian phone number.

Those ready to sign up can lodge their application online by filling out relevant details, starting with their name, email address and phone number.

Once the application is completed — a process that can take as little as five minutes — New Venture Wealth will lodge the form with the ATO to process the SMSF.

Approval from the Australian Tax Office may take a couple of weeks. Once everything is finalised and ready to go, New Venture Wealth will set you up with an online portal that includes ‘step-by-step instructions on how to complete the establishment process’ and a personalised consultant.

Customer Support

New Venture Wealth has developed a strong reputation for premium customer support among the Australian SMSF community.

The team boasts a 5-star rating on Google, with reviews endorsing the team’s attention to detail, helpfulness and ‘first-class service’.

Given the potential complexities of Self-Managed Super Funds, a supportive and responsive customer service team is essential — and this is where customers say New Venture Wealth excels

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