Online Setup
Fast setup, electronic id check, electronic signatures, online opening of bank account.
Asking the right questions upfront, helps you identify a team with the expertise, clarity, and commitment to support your SMSF journey effectively.
Fast Setup with no wait, electronic signatures, online bank account opening takes you faster to your SMSF up and running.
With all details at your fingertips, you always stay in control of your fund and investments.
Continuous and Dedicated Support keeps you ahead with frequent guidance on your Compliance Obligations.
WHY US
You are starting an SMSF and
Control and manage your SMSF with advanced features and technology
Fast setup, electronic id check, electronic signatures, online opening of bank account.
Always connected to you SMSF and us for any requirement and assistance.
Stay compliant with changing superannuation laws through accurate SMSF reporting, lodgements, audits, and ongoing regulatory support.
SMSF Property Loans, Real Estate Buyer Agents and Insurance taken care of under one roof.
One Stop Solution for all your SMSF needs
We create the SMSF Structure, do the ATO registrations, open the bank account and assist in the funds rollover to your SMSF. You receive the documents electronically for digital signatures and once signed and all formalities completed, your SMSF is ready for you to invest.
Learn MoreWe do book-keeping of your SMSF, prepare and lodge tax returns, prepare for the audit, get the audit done by an Independent Auditor and prepare & submit an annual return to the ATO. We also provide advice on your compliance obligations related to the SMSF.
Learn MoreWhen you create SMSF through us, we provide ANZ V2 Bank account (coming soon) for your SMSF(not mandatory, you may opt out). You don't need to run to the bank for opening the bank account, it is taken care of within your SMSF registration documents.
Learn MoreWe are registered Mortgage Brokers and specialised in SMSF loans. We have more than 48 lenders on our panel and we work with various SMSF lenders in Australia to provide you the best outcome and rate for your SMSF loan needs.
Learn MoreWe have in-house team of Buyer agents who source high growth properties all over Australia to take care of your bespoke requirements.
Learn MoreWhen you fully rollover your funds from Industry Super, your Insurance in the Industry Super gets closed. We have referral relationship with Life Insurance provider for you to choose and replace your Insurance into SMSF.
Learn MoreThey benefit from expert guidance, structured processes, and advanced technology that simplify SMSF management. With ongoing support and clear communication, our clients stay in control, make informed decisions, and focus on growing their retirement wealth without the stress of compliance and administration complexities.
Full compliance through proactive monitoring, structured processes, and timely reporting.
With clear reports and ongoing guidance, clients understand their SMSF position and confidently make decisions aligned with their long-term retirement goals.
Streamlined systems and technology reduce administrative burden, allowing clients to manage their SMSF efficiently without being overwhelmed by paperwork and processes.
Clients have real-time access to their SMSF data and documents, ensuring transparency, clarity, and complete control over their fund at all times.
One simple pricing for your SMSF Setup Investment
No Corporate Trustee. May not suit if you are looking to buy property with a loan
Distinct legal entity, clear separation between personal and trust assets and protection of personal assets.
Existing Corporate trustee entity. Not recommended if existing entity has business or assets, as separation of assets can be an issue.
Get started with the process by clicking the link below. Once you submit the online application, we'll send you an identity check link and at the completion of identity check, your SMSF documents will be ready for you to digitally sign.
Contact us through phone, email or Chat. We would be happy to answer all your questions.
While there is no legal minimum, an SMSF is generally considered cost-effective when the combined balance is $200,000 or more. Lower balances may result in higher relative costs.
A corporate trustee is not mandatory but is generally recommended as it:
• Simplifies administration
• Provides better asset separation
• Is required for borrowing (LRBA)
Yes, an SMSF can invest in both residential and commercial property, provided it complies with the rules under the Superannuation Industry (Supervision) Act 1993.
Yes, SMSFs can borrow under a Limited Recourse Borrowing Arrangement (LRBA), subject to strict regulations.
Appreciation from our Happy Clients