Give your super a kick up the SMSF

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You’re thinking about taking control of your super and setting up an SMSF. It’s an exciting step, but there’s a lot you need to think about to manage your investing and admin.

Bell Direct SMSF investing solutions

A simple, complete SMSF solution

Choosing the right platform means you can focus on investing your super, rather than being buried in paperwork.

Are you thinking about who will take care of your tax, audit and compliance? Is there daily reporting to track my SMSF? What can I invest in? Is there someone to call when I need help? Can I track my SMSF online and on my mobile

Bell Direct in association with ExpertSuper Pty Ltd (ABN 82 628 032 888) provide an affordable all-in one Australian SMSF solution. We take care of both your admin and trading needs so everything’s in the one place.

More on setting up an SMSF

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Take the online portal for a test drive

View all your investments in the one place when you decide to review your investment strategy.
With our dedicated online portal and mobile app, you get daily reporting to monitor your portfolio value, contributions and pensions.

This way you have all the information you need to track your SMSF performance and make managing your SMSF as easy as possible.

Why we are Better

Our all in one SMSF solution

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Daily reporting with our online portal & mobile app

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Cheaper trades from $15 (and from $10 for active traders)

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Invest in shares, ETFs, mFunds, LICs and XTBs

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Bell Potter research, trading ideas & portfolio tools

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Tax, Compliance & Audit Covered & Free Concierge Service

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Personalised Services & Strategic Advice if you need it

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Insurance at competitive wholesale rates

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One access point to a large range of term deposits

Take advantage of our free concierge service

If you think setting up your SMSF will be difficult, don’t worry. We do the hard work for you.

As part of Bell Direct SMSF we offer you a FREE concierge service, to make the process of setting up your SMSF as simple as possible.

You’re assigned a dedicated SMSF expert who will guide you and answer any questions you have along the way. This personalised self managed super fund service means we take care of the heavy-lifting, so you can forget the admin stress.

Simple Fees

Annual admin fee

$1190p.a

Set-up fee

$399

Fund audit fee

$290p.a

Daily reporting

Free

Mobile app and online portal

Free

Concierge service

Free

Trades

From $15 per trade

Bell Direct’s SMSF partners

Bringing the right experts together for your SMSF

Who is Bell Direct's admin partner?

ExpertSuper are an Australian SMSF admin specialists who take care of your audit, tax, compliance and strategic SMSF advice with:

Accounting: your financial, compliance and regulatory documents are prepared for EOFY (capital gains tax records, BAS/IAS/PAYG, annual tax return).

Compliance: you can get quickly alerted of any compliance breaches.

Independent audit: an award winning audit firm make sure you meet your legal requirements and satisfy the annual audit.

Personalised services: you can get personalised help with things like contributions strategies, change of trustee, disability, divorce and fund windup.

Pension admin: if you need to move from accumulation to pension mode (including pension rebate, deduction calculation) we can do it for you.

Who are Bell Direct's insurance partners?

Our insurance partners are AIA & AGI. For your life and income protection insurance, they can give you highly competitive wholesale rates.

Discover our Master Insurance Plan.

Who is Bell Direct's Term Deposit partner?

Our term deposit partner is Australian Money Market (AMM). If you want to choose from a large range of term deposits, you can use AMM as one centralised access point to make it easier.

Find out more on AMM.

SETUP AN SMSF

Get started

HOW WE STACK UP

Compare us

WHAT YOU GET

Learn more