Setting up your Self-Managed Superfund has never been easier! To start the process, please input the main point of contact’s details below. Once submitted you will receive an invitation email to create an account on our portal. Once you have set your password you will be able to log in to your account and complete your SMSF establishment application.

Once submitted, you will receive the invoice to make payment – payment must be made before the SMSF is established by us. You will be able to reimburse yourself the establishment fee upon the rollover of your superannuation funds to your SMSF.

The portal will then be your go-to for tracking your SMSF establishment, getting in contact with us direct, viewing your invoices, ordering extra services and to help guide you on your retirement journey.

We look forward to welcoming you as a Partner!