How it works

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 set 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.

Consultation

  • Call us to discuss your SMSF setup needs
  • Complete your trustee education course
  • Sign up and pay your setup fee

Instruct Us / Get advice

You can seek independent Advice or Tell us What You Want

SMSF Setup

  • Once you complete your fund online application, we will guide you through our 3 setup phases
  • Trustee company setup
    fund ABN / TFN
  • CBA cash account setup
    rollover super
  • Legal documents – deed, minutes, investment strategy, nominations, compliance check

SMSF Management

Each year we will complete your SMSF’s key compliance tasks

  1. Audit the fund
  2. Complete the funds tax return and financials
  3. Provide online storage, data and support

SMSF Investment Services

Invest in any of the following assets with your SMSF

Direct property

EFT'S / MANAGED FUNDS

24/7 REPORTS & FILE STORAGE

INSURANCE

SHARES & OTHER LISTED SECURITIES

CASH

bitcoin INVESTMENT

gold INVESTMENT

DIAMOND INVESTMENT

1 MEMBER

average retail / Industry fund fee

$
Not tax-deductible

*source: Apra quarterly superannuation performance statistics

29 May 2018

1 -4 MEMBER

MYSMSF

SMSF Admin + Support + Education
$ 1,100
Annual Fee**

Tax deductible

**excludes ASIC Fees and ATO Levy

Satisfied Users

What our clients say.

Francis M
New South Wales

“Very knowledgeable and professional team.If you want the best regarding all aspects of Self Managed Super.My SMSF Property should be your first and only point of call.No hesitation in recommending My SMSF …

J M Luk
New South Wales

“My SMSF Property has provided us professional advice and great services for setting up and running our SMSF. Their charges are reasonable and their supports is fantastic. We have beenassisted successfully in …

K McCoy
New South Wales

Everyone should have a self managed super fund with My SMSF. I’ve had a great experience to date and feel empowered knowing that my future is in good hands with the advice …