Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.


We’re Self-Managed Super made simple.

Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.


We’re Self-Managed Super made simple.

Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.


We’re Self-Managed Super made simple.

Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.


We’re Self-Managed Super made simple.

Seamless setup, Simple fee structure, Serious freedom.

Ready to take charge of your super? You focus on investing — we’ll take care of the setup, tax, accounting and audit.


We’re Self-Managed Super made simple.

New SMSF Establishment

Individual Trustee

Establishment fee of $550 with a $275 upfront payment
and a following $275 deducted from the rollover.


By proceeding you acknowledge that

We will be establishing this fund under Execution Only
You acknowledge you could have sought financial advice in relation to the establishment of your SMSF and opted not to
You acknowledge you have considered any insurance attached to the superannuation you are instructing us to rollover an amount from your existing super
You understand that as an SMSF Trustee you are subject to the ATO Rules and Regulations
You acknowledge you understand Trustee Obligations
You acknowledge the Trustee will establish an Investment Strategy for the fund
You acknowledge the Establishment fee is due and payable per our Terms and Conditions

You have read and understand our fee schedule

You verify that all information you provide us is true and accurate

You consent to us providing your data to third parties in order to provide our services to you

Establishment fee of $550 with a $275 upfront payment
and a following $275 deducted from the rollover.


By proceeding you acknowledge that

We will be establishing this fund under Execution Only
You acknowledge you could have sought financial advice in relation to the establishment of your SMSF and opted not to
You acknowledge you have considered any insurance attached to the superannuation you are instructing us to rollover an amount from your existing super
You understand that as an SMSF Trustee you are subject to the ATO Rules and Regulations
You acknowledge you understand Trustee Obligations
You acknowledge the Trustee will establish an Investment Strategy for the fund
You acknowledge the Establishment fee is due and payable per our Terms and Conditions

You have read and understand our fee schedule

You verify that all information you provide us is true and accurate

You consent to us providing your data to third parties in order to provide our services to you

SMSFai, 30/91 King William St,

Adelaide, SA, 5159

© 2025 


All Rights Reserved | SMSFai

Privacy Policy ESG Financial Service Guide

General Information Warning & Disclaimer


The information provided on this website is general in nature and is intended for informational purposes only. It does not take into account your personal objectives, financial situation, or needs.

 

We are a registered tax agent and provide taxation and compliance services. We are not licensed to provide financial product advice under an Australian Financial Services Licence (AFSL). Before making any decision to establish an SMSF or implement any financial strategy, you should seek advice from a licensed financial adviser who can consider your individual circumstances.

 

Liability limited by a scheme approved under Professional Standards Legislation.

SMSFai, 30/91 King William St,

Adelaide, SA, 5159

© 2025 


All Rights Reserved | SMSFai

Privacy Policy ESG Financial Service Guide

General Information Warning & Disclaimer


The information provided on this website is general in nature and is intended for informational purposes only. It does not take into account your personal objectives, financial situation, or needs.

 

We are a registered tax agent and provide taxation and compliance services. We are not licensed to provide financial product advice under an Australian Financial Services Licence (AFSL). Before making any decision to establish an SMSF or implement any financial strategy, you should seek advice from a licensed financial adviser who can consider your individual circumstances.

 

Liability limited by a scheme approved under Professional Standards Legislation.

SMSFai, 30/91 King William St,

Adelaide, SA, 5159

© 2025 


All Rights Reserved | SMSFai

Privacy Policy ESG Financial Service Guide

General Information Warning & Disclaimer


The information provided on this website is general in nature and is intended for informational purposes only. It does not take into account your personal objectives, financial situation, or needs.

 

We are a registered tax agent and provide taxation and compliance services. We are not licensed to provide financial product advice under an Australian Financial Services Licence (AFSL). Before making any decision to establish an SMSF or implement any financial strategy, you should seek advice from a licensed financial adviser who can consider your individual circumstances.

 

Liability limited by a scheme approved under Professional Standards Legislation.