Switching to Bell Direct SMSF
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 SMSF solution. We take care of both your admin and trading needs so everything’s in the one place.
What you get with Bell Direct SMSF
Our all-in-one SMSF solution
Daily reporting with our online portal & mobile app
Cheaper trades from $15 (and from $10 for active traders)
Invest in shares, ETFs, mFunds, LICs and XTBs
Bell Potter research, trading ideas & portfolio tools
Tax, Compliance & Audit Covered & Free Concierge Service
Personalised Services & Strategic Advice from our SMSF admin partner – ExpertSuper
Insurance at competitive wholesale rates
One access point to a large range of term deposits
Free concierge service for your SMSF transition
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 service means we take care of the heavy-lifting, so you can forget the admin stress.
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
$399
Fund audit fee
$290p.a
Daily reporting
Free
Mobile app and online portal
Free
Concierge service
Free
Trades
From $15 per trade
Personalised services and strategic advice
Price
on application
Bell Direct’s SMSF partners
Bringing the right experts together for your SMSF
Who is Bell Direct's admin partner?
ExpertSuper are 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.
