Client Portal
Your Supervision Hub
Manage Your Account with Confidence
Log in to view reports, important documents, and stay connected.
My Portfolio
Forms
Email Us
Invest
Need Expert
Partnership
Documents
Services
When you select one of the Links above you will leave the Supervision Website and enter external websites. Supervision provides these links for your convenience.
Secure Tools & Support
How to Use the Portal
Discover how our portal helps you manage your account anytime, anywhere — simply and securely.
General Client Questions:
Do you want to buy or sell some shares?
You can buy or sell shares directly through your trading platform. Learn how ›
Do you want to get in touch with a mortgage broker?
We can connect you with trusted finance partners. Contact us ›
Do you want to speak to someone about financial advice?
Supervision works with licensed advisers who can help plan your financial future. Get advice ›
Do you want to see your latest messages from Supervision?
Login to your client portal to view communications. Access portal ›
Do you want to check your bank account?
Log in through your linked SMSF bank provider. View details ›
Do you want to make a payment for your SMSF tax?
You can pay directly to Supervision’s default bank account. Payment instructions ›
Do you want to know what our fees are for certain services?
View our transparent fee schedule. See fees ›
Do you want the latest edition of the Trustee Newsletter?
Stay updated with our Trustee publication. Read newsletter ›
I would like to use Supervision’s default bank account.
Find bank details and setup instructions. Default bank account info ›
I need more support for my share trading platform.
Find resources and troubleshooting steps. Get trading support ›
I have questions about my share trading platform.
View FAQs and guidance. Learn more ›
I don’t know how to buy or sell a share.
Follow our easy steps for first-time investors. How to trade shares ›
I want to find out when Supervision will complete my tax return.
See timeframes and submission details. Tax return process ›
I want to create a better investment portfolio.
Explore insights on diversification and strategy. Investment resources ›
I want to know if I am going to have enough in retirement.
We can help you review your retirement plan. Retirement planning ›
What value does Supervision provide?
We offer transparency, flexibility, and control over your SMSF. Learn more about our value ›
What other services does Supervision provide?
We provide SMSF, accounting, tax, and business advisory services. View all services ›
Do they do personal tax returns?
Yes — our team handles individual and business tax. Tax services ›
Do they provide accounting and bookkeeping services?
Yes, we offer complete accounting and bookkeeping solutions. Accounting services ›
How much will my SMSF cost?
Our SMSF fees are clear and competitive. View SMSF pricing ›
How much will my personal tax cost?
We offer transparent tax pricing. Personal tax pricing ›
How long does it take to establish an SMSF, so that I can invest?
Setup can take as little as 1–2 weeks once information is received. SMSF setup process ›
Secure Tools & Support
Why using the portal is a great idea?
The client portal gives me instant access to everything I need — from portfolio updates to important documents — all in one convenient place.
Here’s why I love it:
-
It great because all of my questions can be answered through this portal.
-
I can get most of my answers directly when it convenient for me.
-
I can take advantage of Supervision’s “updated portfolio” services. Which means I can make better informed decisions.
-
The client portal put all my needs in one convenient space.
-
I don’t have to wait for an email.
-
All I have to do is worry about making investment decisions and reduce the time I spend on admin
Secure Tools & Support
Can’t find the answer you need?
If this didn’t provide the answer you were looking for, please reach out to us directly via our Contact Page.
We’ll be happy to assist you.
New to SMSF’s
Take charge of your superannuation with confidence. From setup to strategy, investment options to tax returns, this all-in-one resource guides you through every step of managing a successful Self-Managed Super Fund.
Why Choose an SMSF?
Take charge of your retirement savings with full control, flexible investment choices, and transparent management—giving you the freedom to build wealth your way.
Packages
Explore Supervision’s all-inclusive SMSF packages—complete with audit, tax return, daily administration, online portal access, learning resources, investment tools, and more—designed to meet your needs whether you want
Quick SMSF Guide
Get all your SMSF basics in one spot—from what an SMSF is and how it works to whether it suits you—all explained clearly, with Supervision by your side every step of the way.
Fee Schedule
Instantly view Supervision’s clear breakdown of SMSF establishment, transfer, and ongoing monthly fees—with full transparency and no surprises. Dive in to see what’s included (and what’s not) in their fee schedule.
Share Your Experience
We're Grateful for Your Trust
Here’s what some of our valued clients have to say about working with us.
Supervision make it very easy to manage your own Self Managed Superannuation Fund. You can see on line how the Fund is tracking, obtain detailed reports and tasks that you need to complete. Questions are always answered clearly and quickly.
We are very happy with the attention to detail and excellent service provided
Peter Allen
Excellent and very professional service, especially from Pina who accurately and very pleasantly answered many queries over the past year, and Leanne who completed our tax return in quick time, and Chris who expertly resolved any issues we had.
It’s been a learning curve for me, but with the help from your starf I have managed to get the things done as required.
Fantastic, Customer service is excellent & there is always someone to give advise if we need it. Very affordable, a system that streamlines the process Supervision uses modern techniques to make taxation reporting simpler, we are very happy with the service results.
They where very helpful in my tax return for to all the paper i have give to you.