Give your super a kick up the SMSF

Set up your SMSF with us and start making money. $1455 to be exact.

Discover Bell Direct SMSF

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. 

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? 

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

Bell Direct SMSF takes the stress away with our all-in-one solution. We take care of both your admin and trading needs so everything's in the one place.

Don't miss our special offer

Join Bell Direct SMSF before 30th June and save $1455 in your first financial year:

The admin fee is FREE in your first financial year (usually $1080)

The set-up fee is now only $99 (instead of $399)

Your first 5 online trades for your SMSF will be FREE (usually $75) when placed before COB 31 August 2018.

The brokerage will be refunded at the end of the month in which the trades are placed.

Get your free SMSF guide now

Please fill in your details below to download our SMSF eBooklet.


A download link will be provided after submitting this form.

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

What you get with Bell Direct SMSF

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

Take advantage of our free concierge service

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 service means we take care of the heavy-lifting, so you can forget the admin stress. 

Take the online portal for a test drive

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. 

To experience our SMSF platform, send us your full name and email address and we'll reply with your login details.

Check out our competitive fees

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

Setting up

Fees 

Annual admin fee

$1080 p.a., FREE until 30th June

Set-up fee

$399, now $99 until 30th June

Fund audit fee

$290 p.a.

Daily reporting

FREE

Mobile app and online portal

FREE

Concierge service

FREE

Trades

First 5 FREE until 30 June, after that from $15 per trade

Personalised services and strategic advice

Price available on application

Find our more about fees

Bringing the right experts together for your SMSF

SuperGuardian 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: a panel of external auditors audit your SMSF to make sure you meet your legal requirements.
  • 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. 

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

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.

The boring bits

Check out our Terms & Conditions here. We've got nothing to hide.

Our special offer is open to new clients who join Bell Direct SMSF service by COB 30 June 2018.

  • The admin fee is valued at $1,080 and is free for the first financial year.
  • The set-up fee is $99 instead of $399.
  • Your first five trades are free when placed online before COB 31 August 2018. The brokerage will be refunded at the end of the month in which the trades are placed.

We're sorry this offer is not open to clients already using the Bell Direct SMSF admin service with SuperGuardian.