Establishing an SMSF
How We Establish Your SMSF at Supervision
Setting up an SMSF with Supervision is a streamlined, guided process designed to remove complexity and give you confidence from day one. Here’s what’s included in our comprehensive SMSF establishment service:
What We Do for You:
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- Establish a Corporate Trustee (a special-purpose SMSF company)
- Create your SMSF Trust Deed and trustee appointment documents
- Lodge your ATO election to become a regulated SMSF
- Apply for your TFN and ABN
- Provide a sample investment strategy document
- Set up your SMSF bank account, broker account, and term deposit platform
- Prepare resolutions, minutes, and compliance letters for rollovers and employer contributions
- Give you access to your SMSF portal and online portfolio
- Conduct an induction/document signing meeting (in-office or via video)
- Optional Roll Over process where we assist you with rolling your existing Superannuation over to your new SMSF.
This process ensures your SMSF is fully compliant and ready to receive contributions and start investing.
5 Easy Steps to Get Started
- Apply Online – Complete our SMSF setup application form.
- Receive Your Setup Pack – We send you all required documents.
- We Establish Your Fund – We handle the registrations and account setups.
- Final Package Sent – Includes everything you need to start operating.
- Start Managing – You’ll receive login details and support to manage your SMSF online.
What’s Not Included
- ASIC annual company fees
- ATO supervisory levy
- Investment transaction fees (e.g. brokerage, adviser fees)
- Insurance setup or financial advice
- Rollovers from existing super funds (available for an additional fee)