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Sign-up in 5 steps

From entering your contact details to investing for your SMSF, have a closer look at how to sign-up:

  • Setting-up your SMSF? Check out the process here
  • Switching your SMSF? Check out the process here

Let's get started - we're here to help

We're here to make the process of setting up or switching your SMSF as smooth as possible.

To get started, simply enter your contact details below.

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

Once you submit your details, a SMSF expert will be in touch to guide you every step of the way.

FAQs

SMSF basics FAQ

From control over your financial future to access to a large range of investment opportunities, there are many key benefits that make the SMSF structure a very powerful  and convenient tool.

Find out the key benefits of an SMSF

As a trustee, you will need to consider your responsibility before and after you set up your SMSF, your annual responsibility, making super payments and what you will need to do after your fund is finished.

Find out what the trustee's reponsibilities cover

An SMSF has a number of annual obligations that the trustees need to ensure that they adhere to or else face fines and penalties. 

Find out what the annual obligations of an SMSF include​

With many trustees citing control as one of the primary reasons for establishing the SMSF, there are many SMSF trustees that have failed to address the ‘what if’ scenario. 

Find out how to avoid an administrative nightmare

Super Contributions are quite often the main source of income for an SMSF and also a high risk area for many trustees.

Find out who, how, when and what can be contributed to an SMSF

When you choose to wind up your fund, you should consider changes in your circumstances, the cost, compliance and insurance policies.

Find out the steps to wind up your fund

Borrowing in an SMSF is not permitted other than under a limited recourse borrowing arrangement (LRBA).  

Find out about the LBRA structure

You can also check our fact sheet on borrowing in an SMSF. 

Having the right insurance in place can protect you, your family and your investments if something was to happen to you.

Find out what to consider should you decide to get insurance in your SMSF

SMSF administration FAQ

One of your responsibilities as a trustee of an SMSF is ensuring proper record keeping of all tax and compliance documentation. 

Find out how the requirement of SMSF record keeping

One of the annual obligations you need to fulfil as a trustee is to hire an SMSF auditor.

Find out what to keep in mind when selecting an auditor for your SMSF

SMSF investments FAQ

When it comes to managing your assets in your SMSF, you need to be aware of the following rules:

  • the arm’s length rule
  • the ‘in-house asset’ rules
  • the separation of assets rule  

 Find out more about managing your assets in your SMSF

There are many advantages to holding a property in an SMSF but the downside is the heavily regulated superannuation environment.

Find out what residential, NRAS and business real properties you can purchase

You can also check our fact sheet on buying property in an SMSF.

The fineprint

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Without limiting the generality of the above, no person, persons or organisation should invest monies or take action on reliance of the material contained within this website but instead should satisfy themselves independently of the appropriateness of such action.