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.
• Use any provider you choose, including:
  • • Your preferred bank, broker, or term deposit platform
    • Existing or new service providers
• Support for a wide range of asset types, including:
  • • Unlisted shares
    • Cryptocurrency
    • Options trading
    • Managed portfolios
    • International assets
    • Commercial loans
    • Precious metals
    • Collectables
    • And more
• Daily administration and reporting (where data feeds are available)
• Manual processing support for assets without electronic feeds
• Access to our expert network:
  • • Financial advisers
    • Estate planning specialists
    • Mortgage brokers
    • Insurance experts

Why It’s Called “Total Peace of Mind”

This package is ideal for trustees who want maximum flexibility without sacrificing compliance or visibility. You can use the platforms and providers you already trust, while we ensure your SMSF stays up to date, accurate, and audit-ready.
Whether you’re managing a complex portfolio or simply want the freedom to choose, this package gives you the confidence and control to grow your retirement wealth your way.

Ready to Take Your SMSF to the Next Level?

If you’re looking for total flexibility, full control, and expert support, then 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.