Need help? book a call with us
Step 1
Initial transfer review
Do you have at least 200k in your existing super?
Though there is no legal limit for establishing an SMSF, ASIC recommends that you should have at least $200,000 in an SMSF to be cost effective. This can be a combination of up to 6 members.
Yes, I do
Transfer review details
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Your contact details
Enter your full name as it appears in your ID.
First name
Tom
Last name
Smith
Middle name
Smith
Contact number
0410790096
tomsmith@gmail.com
Existing SMSF details
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
SMSF name
The SMSF of the Smith Family
SMSF ABN
00000 0000 00000
Number of directors
3
Administrator's name
BlueRock
The name of my existing admin is not in the list.
Choose your SMSF plan
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Basic
Essentials
Property
Premium
InvestSMART
SMSF Property
$1,690/
yearly
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
New set up or transfer, full admin and investing
Cash, term deposits
ASX shares & ETFs
Only to clients who’ve invested $100,000 in our portfolios
Do you have any unusual assets in your SMSF?
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Yes, I do
Please write a short description of your assets
|
Schedule a callback (optional)
If you’re interested in scheduling a call to discuss setting up or moving an SMSF, please tick this box.