1300 873 733
Whether setting up a new SMSF or transferring your existing SMSF, we make it easy for you!
Setting up a new SMSF?
- Complete our enquiry form to have one of our consultants discuss your requirements in detail
- Ready to go? You can contact us to set up the fund immediately.
- A dedicated SMSF Specialist Advisor will set up your fund and register you with the ATO.
- We will send you a Bank Account Kit for you to open up a bank account or you can ask about having us open a bank account for you.
- Once the bank account is opened, we will help you to roll over your existing super balances to your SMSF bank account
It's that easy!
Transferring an existing SMSF?
- Complete our enquiry form to have one of our consultants discuss your requirements in detail
- Ready to come on board? You can contact us to start the transfer immediately.
- A dedicated SMSF Specialist Advisor will contact you to arrange the handover from your former accountant.
It's that easy!
Please contact us today on 1300 873 733 and one of our consultants will answer all your questions at no obligation to you. Whether you have an existing SMSF or need help in setting up a new fund, we will be more than happy to help.