How do we stack up?

Check out how we compare on fees & service to ESUPERFUND

New & existing funds

 Bell Direct SMSF admin serviceESUPERFUND
Switching an existing SMSFYES - with our free concierge serviceNO - service not available
Setting-up a new SMSFYES - with our free concierge serviceYES

Admin Services

 Bell Direct SMSF admin serviceESUPERFUND
Service offeringPaperless and automated: no need to update the share registry documents or to maintain a shoebox of documents.You are responsible for sending the documents required at the end of each financial year.
ReportingYou get daily online reporting including portfolio valuations, member contributions and pension statistics.

You get access to a sophisticated performance monitoring software and fund performance comparisons.
Online reports only reflect some assets.

If not a preferred platform, reports are updated annually.
SMSF complianceYou are provided with general day to day compliance advice for free by a designated client manager.No designated contact. Email communications only.
SMSF adviceYES - We identify strategic opportunities you may not be aware of and can provide advice for a fee if and when you need it.Does not provide proactive advice and does not provide strategic advice

Customer Service

 Bell Direct SMSF admin serviceESUPERFUND
Your first contactWe provide a complimentary initial consultation FREE of charge by an SMSF Specialist.Does not provide phone contact details and does not provide an initial consultation.
Client serviceOption to meet face-to-face in most metropolitan areas.No option for face-to-face meetings.

Fees

 Bell Direct SMSF admin serviceESUPERFUND
Annual admin fee$1,190 p.a.$999
Set-up fee$399 (Free until 30 November 2021)Included in annual admin fee
Switching serviceFREENot offered
Fund audit fee$290 p.a.Included in annual admin fee
Daily reporting on all assetsFREENot offered
Concierge serviceFREENot offered
Strategic SMSF adviceBy quoteNot offered

Set-up your SMSF with Bell Direct SMSF now