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

The team at Supervision have always been very approachable and willing to listen to any concerns we may have, and would recommend them to anyone who was thinking of taking a more active interest in their superannuation with the knowledge that help is only a phone call away.
David
We are really pleased we transferred our SMSF to Supervision. Initially it took time for us to adjust to the change but Supervision assisted us all the way and we can't thank you enough. Your fees are extremely reasonable and we would recommend your services to anyone.
Bill
“Having positive conversations with clients is important, so when my clients thank me for recommending Supervision SMSF, it helps me to start the conversation on the right footing.”
Brad
“Supervision SMSF make my previous accountants service look like a horse and cart. I now feel like I’m in the fast lane.”
Dennis
“Every time I talk with Supervision I feel like I get a better understanding of how everything works which enriches my thoughts on Superannuation and makes me more confident.”
Ann
“There is always something happening at Supervision, whether it’s new offerings, portals, electronic signing, they continue to change our perception of what an SMSF accountant can do.”
Wayne
“I have been using Supervision for a long time and their service has been consistently great.”
Jane
"I have found Supervision to be a very professional organisation, they are easy and prompt to deal with and maintain a high standard."
Steve

Disclaimer
All information provided on this website does not take into account any of your investment objectives, financial situation or particular needs and should not be in any way considered as financial advice. SUPERVISION does not provide financial product advice or recommend any financial products or whether you should establish an SMSF. This applies equally to those financial products which are established for any entity or when you become a client of SUPERVISION. We also recommend that you seek professional advice from a financial adviser before making any decision to establish an SMSF or purchase any financial product referred to on this website. Please refer to Important Documents. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omission.
Supervision SMSF Solutions (ACN 134 666 596) AFSL 435751

SMSF Setup Assistance

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

David

Bill

Brad

Dennis

Ann

Wayne

Jane

Steve