What’s Included:

• • 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.

Why It’s Cost-Effective

This package is highly cost-effective because it leverages our default investment platforms—Cash, Share Trading, and Term Deposits. These accounts are pre-linked and integrated, providing a streamlined, low-maintenance approach to managing your SMSF. Plus, Supervision has direct access to platform support, ensuring any issues are resolved quickly and efficiently without needing to chase multiple providers.

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.

Ideal For:

• • Clients who want to create their own Share Portfolio on our default platform
  • Clients who know how they want to invest.
  • Those who want to manage investments but need help with setup and ongoing compliance

Please download our FSG to understand the commercial relationship between Supervision Group and its default account providers.