What is included for no cost in our Establishment?

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What we provide for no cost?

  • SMSF Trust Deed;
  • Documentation to appoint Trustees;
  • Trustee Declarations;
  • Lodgement of an Election for your SMSF to become a Regulated SMSF;
  • ATO Application and confirmation of a Tax File Number for your SMSF;
  • ATO Application and confirmation of an Australian Business Number for your SMSF;
  • Sample Investment Strategy that you can adopt for your SMSF or modify if required;
  • Resolutions and minutes to acknowledge the establishment of your SMSF;
  • A central Bank Account for transacting;
  • A CMC Markets Broker Account;
  • An AMM Term Deposit Platform Account;
  • Compliance letters for Rollovers and Employer contributions;
  • Access to your SMSF portal;
  • Access to your portfolio online;
  • Roll Over Service;
  • Induction/Document Signing Meeting (in office or via Skype)

What isn’t included?

  • Corporate Trustee Establishment $799
  • ASIC Annual Company Fees
  • Investment transaction fees such as brokerage or financial adviser fees
  • ATO Levy
  • Ongoing monthly administration fees
  • Limited Recourse Borrowing Arrangements (LRBA’s- SMSF Borrowing)
  • Additional Fees for ATO Audits or ongoing compliance

Conditions Apply

Please be sure to read Supervision’s Terms & Conditions & FSG before commencing your application.

Additional Fees

Depending on the investments that you make within your SMSF, there may be additional fees or charges imposed by third parties. Supervision cannot anticipate nor take responsibility for every fee applicable to an operating SMSF.  The above list clearly defines what Supervision provide as part of this offer.  Any additional expenses your SMSF may incur need to be investigated before entering into an SMSF.  If the SMSF has compliance issues before commencing, Supervision does not include these interactions in the establishment fee and additional fees will be chargeable.