We understand that SMSFs aren’t just about shares and cash. This package is designed for trustees who want to include residential or commercial property in their SMSF strategy—while keeping costs low and compliance high.

What’s Included:

• All “Take Control” features, including:
  • • SMSF Establishment
      We set up your SMSF with a corporate trustee, trust deed, and ATO registration.
    • Bank & Investment Account Setup
      Assistance with opening your SMSF bank account, broker account, and term deposit platform.
    • ATO & ASIC Registrations
      We apply for your TFN, ABN, and register your corporate trustee with ASIC.
    • Induction Meeting
      A one-on-one session (in-office or online) to walk you through your documents and responsibilities.
    • Online Access
      Get login credentials to your SMSF portal and investment dashboard.
    • Sample Investment Strategy
      A template to help you meet compliance requirements and tailor your fund’s direction.
    • Compliance Documents
      Includes trustee declarations, resolutions, and letters for rollovers and employer contributions.
• Support for up to two properties with borrowings
• Manual accounting and administration for property-related transactions
• Encouraged use of data feeds for:
  • • Loan accounts
    • Rental income statements
    • Property management reports

Why It’s Cost-Effective

From $210.00 per month!

Even with the added complexity of property, this package remains extremely cost-effective. While direct property often requires more manual accounting due to limited electronic data, we’ve built this package to absorb that workload efficiently. By encouraging data feeds and electronic statements, we reduce admin time and keep your fund compliant and up to date.

Want to Use Other Platforms?

If you prefer to use alternative cash accounts or share trading platforms, you absolutely can—but you’ll need to upgrade to our Total Peace of Mind package. This ensures we can maintain accurate, daily administration and compliance across a broader range of providers.

Ready to Get Started?

If you’re ready for More Flexibility with property in mind, click here to begin your application.

Please click here to download our Financial Services Guide (FSG) to learn more about our commercial relationship with our default account providers.