Whether setting up a new SMSF or transferring your existing SMSF, we make it easy for you!
Setting up a new SMSF?
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Complete our enquiry form to have one of our consultants discuss your requirements in detail
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Ready to go? You can contact us to set up the fund immediately.
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A dedicated SMSF expert will set up your fund and register you with the ATO.
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We will send you the establishment documents for your signature
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Set up a bank account in your fund’s name that will keep all money and assets seperate from any personal or business fianances
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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?
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Complete our enquiry form to have one of our consultants discuss your requirements in detail
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Ready to go? You can contact us to set up the fund immediately.
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A dedicated SMSF expert will contact you to arrange the handover from your former accountant.
It’s that easy!
We 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.
