How it works
the process could not be easier.
Start with a FREE consultation call for a New SMSF Setup or our FREE SMSF Health Check for existing Funds. We can discuss your circumstances and needs and explain our fees and services. We can demo our platform online. Once you are happy, you can setup up a fund using our online web form. We can provide you with advice on your SMSF Setup or you can instruct us to setup your fund and you’ll get to manage your SMSF in the cloud, saving you time and money.