What is included for no cost in our Transfer Process?

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What we provide for no cost?

  • Ethical Letter and/or Transfer Request from your previous accountant/administrator to Supervision
  • Conversion of Financial Data to our accounting system
  • Induction meeting and other required information
  • A central Bank Account for transacting (if required);
  • A CMC Markets Broker Account (if required);
  • An AMM Term Deposit Platform Account (if required);
  • Compliance letters for Rollovers and Employer contributions;
  • Access to your SMSF portal;
  • Access to your portfolio online

What isn’t included?

  • Any outstanding tax returns or financial years not completed or lodged.  We will quote you on the fee for any outstanding years (normally 12 X monthly administration fees)
  • ASIC Annual Company Fees
  • Investment transaction fees such as brokerage or financial adviser fees
  • ATO Levy
  • Ongoing monthly administration fees

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.