What’s Included:

• All “Take Control” features, including:
  • • SMSF establishment with corporate trustee
    • ATO and ASIC registrations
    • Bank, broker, and term deposit account setup (if required)
    • Sample investment strategy
    • Compliance documentation
    • Online portal access
    • Induction meeting
• 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.

Important Disclosure

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

Ready to Take Your SMSF to the Next Level?

If you’re looking for total flexibility, full control, and expert support, this is the most powerful SMSF package we offer.