SMSF Setup Assistance

Supervision SMSF understand that you may need some help before or during the establishment of your SMSF.

We do our best to make it as easy as possible for you to get started on your own, but we know that from time to time you may need some help.

Supervision SMSF have dedicated SMSF establishment professionals with experience in establishing SMSF’s.   If you call us on 1300 693 863 or email us with a question one of our friendly and professional team responsible for establishments will be available to discuss how you can get started as quickly as possible.

Our Establishment professionals can guide you through the establishment process which may include:

Online Application form

Documentation requirements

ID Requirements

Invitation to your SMSF portal

Your portfolio invitation & establishment

Bank Account Establishment

Term Deposit Platform Establishment

Share Trading Platform Establishment