SMSFAI | SMSF But Smarter

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Taking control
of your SMSF
has never
been easier
With SMSFAI and Caleb & Brown,
you’re empowered to take
control of your retirement and
make smarter financial choices.
Taking control
of your SMSF
has never
been easier
With SMSFAI and Caleb & Brown,
you’re empowered to take
control of your retirement and
make smarter financial choices.
Taking control
of your SMSF
has never
been easier
With SMSFAI and Caleb & Brown,
you’re empowered to take
control of your retirement and
make smarter financial choices.
Taking control
of your SMSF
has never
been easier
With SMSFAI and Caleb & Brown,
you’re empowered to take
control of your retirement and
make smarter financial choices.

Taking control of your SMSF has never been easier
With SMSFAI and Caleb & Brown, you’re empowered to take control of your retirement and make smarter financial choices.
Taking control of your SMSF has never been easier
With SMSFAI and Caleb & Brown, you’re empowered to take control of your retirement and make smarter financial choices.
Taking control of your SMSF has never been easier
With SMSFAI and Caleb & Brown, you’re empowered to take control of your retirement and make smarter financial choices.
Taking control of your SMSF has never been easier
With SMSFAI and Caleb & Brown, you’re empowered to take control of your retirement and make smarter financial choices.

Your Self-Managed Super Journey starts here

Your Self-Managed Super
Journey starts here

Your Self-Managed
Super Journey
starts here

With SMSFAI and Caleb & Brown, self-managing your super has never been easier. Take control today, plan smarter, and secure a better tomorrow.

With SMSFAI and Caleb & Brown,

self-managing your super has never been easier. Take control today, plan smarter, and secure a better tomorrow.

Individual Trustee

Corporate Trustee

Engagement form for Individual Trustees

As an individual trustee of an SMSF, you have key responsibilities to manage your fund. Complete our engagement form to confirm your role and compliance obligations.

New Trustee Engagement Form

Existing Trustee Engagement Form

Individual Trustee

Corporate Trustee

Engagement for
Individual Trustees

As an individual trustee of an SMSF, you have key responsibilities to manage your fund. Complete our engagement form to confirm your role and compliance obligations.

New Trustee Engagement Form

Existing Trustee Engagement Form

Complete Your SMSF Sign-Up

Complete Your
SMSF Sign-Up

Once complete, attach your engagement form below.

Attach Engagement Form

See Common
Questions and Answers

What is SMSFAI?

How much does it cost to set up an SMSF with SMSFAI?

Ready to set up your SMSF with SMSFAI?

How long does it take for my SMSF to be setup?

What is an SMSF?

Who owns the Assets in an SMSF?

How do I access my super in an SMSF?

Who regulates SMSFs?

Where can I find ATO publications regarding SMSF regulations and guidelines?

Can I invest my SMSF in cryptocurrency?

Do I pay tax on my SMSF?

Can we choose our bank account?

How do the fees get paid?

If I join part-way through a year do I have to pay the full annual fee?

Taking control
of your SMSF
has never
been easier

Taking control
of your SMSF
has never
been easier

Taking control
of your SMSF
has never
been easier

Taking control
of your SMSF
has never
been easier

Your Self-Managed Super Journey starts here

Your Self-Managed Super
Journey starts here

Your Self-Managed
Super Journey
starts here

Engagement form for Individual Trustees

Engagement for
Individual Trustees

Complete Your SMSF Sign-Up

Complete Your
SMSF Sign-Up

See Common
Questions and Answers

See Common
Questions and Answers

Stay sharp with the latest
SMSF updates and news.

Stay sharp with the
latest SMSF updates
and news.

Stay sharp with the latest SMSF updates and news.

Taking controlof your SMSF has never been easier

Your Self-Managed Super Journey starts here

Your Self-Managed Super Journey starts here

Your Self-ManagedSuper Journey starts here

Engagement form for Individual Trustees

Engagement for Individual Trustees

Complete Your SMSF Sign-Up

Complete Your SMSF Sign-Up

See CommonQuestions and Answers

See CommonQuestions and Answers

Stay sharp with the latestSMSF updates and news.

Stay sharp with the latest SMSF updates and news.

Stay sharp with the latest SMSF updates and news.

Taking control
of your SMSF
has never
been easier

Your Self-Managed Super
Journey starts here

Your Self-Managed
Super Journey
starts here

Engagement for
Individual Trustees

Complete Your
SMSF Sign-Up

See Common
Questions and Answers

See Common
Questions and Answers

Stay sharp with the latest
SMSF updates and news.

Stay sharp with the
latest SMSF updates
and news.