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 with corporate trustee
    • ATO and ASIC registrations
    • Bank, broker, and term deposit account setup
    • Compliance documentation
    • Online portal access
    • Induction meeting
• 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

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.

Accounts We Open for You:

• SMSF Bank Account
• Share Trading Account
• Term Deposit Platform

We can also connect you with trusted professionals in:

• Financial advice
• Estate planning
• Mortgage broking
• Insurance

Important Disclosure

Please download our Financial Services Guide (FSG) to understand the commercial relationship between Supervision Group and its default account providers.

Ready to Get Started?

If you’re opening an SMSF with property in mind, this is one of the most cost-effective and comprehensive SMSF accounting and administration packages available.