FREQUENTLY ASKED QUESTIONS​

• Residential and commercial property

• Australian and international shares

• Cash and term deposits

• Fixed income products 

• Physical commodities 

• Collectables

• Cryptocurrency

We recommend you visit our ‘Need to know’ and ‘Pricing’ page to familiarize yourself with running your own SMSF. If you have any further questions please contact us or book in for a free consultation.

We can establish your fund within 24-48 hours, although it does take time for the ATO approve your fund. Some delays can occur but generally we should have you investing in 2-3 weeks.

Our pricing page provides a full breakdown of all costs involved.

Yes, the ATO permits you to buy cryptocurrency with your superannuation through a self managed super fund. We offer a full end to end service comprising of the ‘set up’ of your new SMSF fund and the auditing of your SMSF.

No, you can still maintain and your other superannuation fund and you’re permitted to allocate only a portion of those funds into your new SMSF

No. We work closely with experienced Accountants and Auditors when we process your application to ensure your fund is ATO compliant.

Yes, you can have up to 4 people – each will be a director.

The income of your SMSF is generally taxed at a concessional rate of 15%. To be entitled to this rate, your fund has to be a ‘complying fund’ that follows the laws and rules for SMSFs. For a non-complying fund the rate is the highest marginal tax rate.

Yes you are permitted to invest in property in Australia and can borrow from a bank or lender to purchase this property. Some restrictions and conditions will apply.

You are permitted to use any broker or share trading platform to purchase Australian, international shares or other listed securities.

Yes you can. In accordance with your SMSF investment strategy.