More Flexibility Package

This is an ideal offering for those who may not only wish to take control of their superannuation but also seeks greater flexibility than what is offered in the ‘Take Control’ package.

More Flexibility will enable your SMSF to borrow and invest into Australian Real Estate. More Flexibility provides a wider range of investment and service solutions to achieve your investment objectives. More Flexibility is designed to meet the demands of SMSF trustees with medium to higher account balances. The More Flexibility package offers a wider range of investment and service solutions to assist you to manage your superannuation benefit.

All the Awesome features of the Take Control Package plus:

You can have Direct Property in your SMSF

Your SMSF can commence a borrowing arrangement

Your SMSF can buy Managed Funds

You are not locked into this service package and should you wish to enjoy the extra flexibility of the ‘Total Peace of Mind’ package then you are Free to let us know to upgrade at any time in the future.

The ‘More Flexibility’ package is ideal for those who:

  1. want a new or have an existing SMSF;
  2. have $250,000+ in Superannuation;
  3. who intend to borrow and invest in direct property or seek additional flexibility to that allowed in the ‘Take Control’ Package.
Bank Account

When you become a client of SUPERVISION SMSF, a Compulsory Transactional Account for Banking will be established for your SMSF to deal with all of your SMSF transactions.

Term Deposit Platform

When you become a client of SUPERVISION SMSF, a Compulsory Australian Money Market Term Deposit Platform Account will be established for your SMSF which will act as the Term Deposit Platform for your SMSF.

The term deposit platform provides excellent flexibility to a wide range of term deposit accepting institutions, competitive rates and terms ranging from 1 month to 5 years.

Stock Broking Services

When you become a client of SUPERVISION SMSF, a Compulsory CMC Markets Online Broking Account will be established for your SMSF which will act as the default broking facility where you can trade ASX listed shares on behalf of your SMSF. The cost to trade shares is offered at $26.00 or 0.15% whichever is greater.

There are no restrictions on which ASX listed shares, property trusts, exchange traded funds or warrants may be selected.

Limited Recourse Borrowing Arrangement

Limited Recourse Borrowing is allowable under the More Flexibility Package.

SUPERVISION SMSF offers a highly competitive and professional solution to meet your limited recourse borrowing needs. There is a menu of approved lenders and brokers with whom Supervision has approved for your SMSF’s lending requirements.

Life and Total & Permanent Disability Insurance

When you become a client of SUPERVISION SMSF you will be given access to a SMSF group Life Insurance Solution provided by AGI and AIA. Convenient online access is provided to quote and apply. Depending on your level of cover minimal medical questions and requirements are required.

Other

Supervision may choose to change the above list of investment and insurance solutions over time. A current list of approved products and service providers will be made available for your future use.

To access a virtual unlimited range of products or services outside the list you may consider Supervision SMSF’s ‘Total Peace of Mind Package’.

Why can’t my accountant compete with this service and price?

Our fees can be offered at our advertised price for two reasons.

1. We have commercial arrangements with all third party suppliers which help to subsidise the cost of professional accounting work.

2. Using our providers helps our Australian based team get the job done quickly and effectively which keeps costs down.  Our providers are selected because they understand what SMSF companies and trustees need – cost effective SMSF solutions.

What's the catch?

There is no catch, Supervision SMSF employs a highly qualified Australian based team that does not take short cuts. Our processes have been developed for scale and accuracy with all aspects of the business managed to produce low prices for you. Any investment returns that you undertake from our suppliers will not be impacted or reduced by our commercial arrangements. All rates quoted are what you receive.

Let’s Get Started

Get started with a brand new SMSF account today and take control of your Super Benefits.