Give your super a kick up the SMSF

SMSF offer

Make your super work harder for you with our simple, complete SMSF solution.

Is your super fund underperforming? Do you want to take back control?

Now could be the time to set-up a self-managed superannuation fund (SMSF) with Bell Direct.

We’re proud to let you know that our SMSF offering was ranked #1 in Investment Trends’ 2021 SMSF Investor Report.

And if you establish a Bell Direct SMSF before 30 November 2021, we’ll waive the set-up fee. That’s a saving of $399.

What better reason to set up your SMSF with Bell Direct SMSF.

Why set-up an SMSF?

An SMSF allows you to take control of your retirement investments and keep your costs low so that you can hold onto more of your investment returns. Other key benefits include:

  • Superannuation is one of Australia’s most tax effective vehicles for investing
  • You have access to a wider range of asset classes than some superannuation vehicles
  • SMSFs can provide cost savings
  • SMSFs benefit from borrowing strategies
  • You can utilise pension strategies
  • You can pool your superannuation savings

Get your free SMSF set-up guide now

Please fill in your details below to download our free SMSF set-up guide.

  • A download link will be provided after submitting this form.

    Please note that your information will be saved by our SMSF admin partner, ExpertSuper.

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Discover Bell Direct SMSF

So you’re ready to take control of your super and set-up an SMSF. It’s an exciting step, and we’re here to help you manage your investing and admin.

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?

That’s where we come in. Bell Direct’s affordable all-in one SMSF solution in association with ExpertSuper Pty Ltd (ABN 82 628 032 888) takes care of both your admin and trading needs so that you can be better off.

What you get with Bell Direct SMSF

From tax, compliance, reporting and our free concierge service, our all-in-one solution gives you all the tools you need to focus on your SMSF performance.

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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)

Free concierge service with a dedicated SMSF expert

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Bell Potter research, trading ideas & portfolio tools

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Invest in shares, ETFs, mFunds, LICs and XTBs

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Tax, Compliance & Audit Covered

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Personalised Services & Strategic Advice from our SMSF admin partner – ExpertSuper

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Insurance at competitive wholesale rates

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.

Check out our competitive fees

Bell Direct SMSF fees are value for money, transparent and easy to understand.

Annual admin fee

$1,190 p.a.

Set-up fee (Normally $399)

Free

Fund audit fee

$290 p.a.

Daily reporting

Free

Mobile app and online portal

Free

Concierge service

Free

Trades

From $15 per trade

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 offer wholesale premium 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.