Account Establishment

Supervision SMSF create your accounts from the information that you provide when completing the online application form to establish or transfer an SMSF.

Once your application has been accepted by Supervision we will send you all of the prefilled applications for you to sign and add ID.  Once you have completed this task, send them back to Supervision SMSF and we will arrange your accounts to be established.

You will be sent an email notification that your accounts have been established. Each supplier will send you a unique username and password for you to keep safe. Supervision have made available a portal for you to access these providers in one place and also additional information about how to use their services. This portal is the central location for you to connect with your SMSF.

You are free to access your accounts anytime you like, with access on desktop, tablet and smartphone.

Talk with an SMSF Expert

Supervision are here to help, so if you need our help to get started or you need ongoing support – Call today 1800 693 863