Establishing an SMSF Entity

Streamlined SMSF establishment, strategic advice, compliance and all things formation with ASAL.

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SMSF. TRULY SIMPLIFIED.All the benefits of an SMSF without the headaches

An SMSF may sound a daunting idea at first glance - however running your own SMSF can be a rewarding opportunity to significantly increase returns and reduce retail fund management fees.

We’ve put together a solution that makes it a breeze with streamlined management fees making it one of the most affordable solutions in the industry. We achieve this through a network of hand-picked partner companies who can assist with compliance and accounting, whilst our team of expert fund managers and strategic consultants provide advice around high-yield funds that drive a growth strategy.

As a client, our online facility allows you to access every aspect of your superannuation performance 24 hours a day, 7 days a week.

01Initial SMSF Consultation & Application

An SMSF Specialist walks you through the application and compliance process step by step

02Compliance Check & Investment Strategy

Our Compliance team completes all steps with ASIC/ATO whilst your strategist helps build your funds

03Online Dashboard & Ongoing Management

We handle all aspects of accounting and tax compliance, and prepare your online access dashboard

STREAMLINED APPLICATION PROCESSContact us for an individualised SMSF strategy

Before proceeding further, a specialist SMSF Advisor will discuss your goals with you over the phone.

Once you are happy, you can complete the initial compliance documents over our secure online forms and via physical mail, which are then submitted to our trusted accounting partners for processing. Typically we can expect to hear the results of an application within 14 business days of completion of all required documents.

We’ve worked hard to ensure a streamlined application and ongoing management system is in place for all of our clients, meaning that an SMSF managed through us comes with some significant perks including:

  • An easy accounting and submission process with a network of qualified and efficient partner companies, with daily contribution and pension settlement
  • The appointment of external auditors to comply with annual audit and reporting requirements
  • Streamlined management fees which, despite being an SMSF, are typically lower than those you would expect to pay to retail superannuation companies.
  • Financial strategies from accredited SMSF Specialists that target higher rates of return through access to high yield securities and global equity funds
  • Greater control over your individual investment strategy
  • A self-managed dashboard for access to all areas of your superannuation performance
  • Handling of all year-end reporting duties including annual returns and financial statements preparation (including PAYG, BAS, IAS and Centrelink summaries)

On top of that, our formation fees can be taken directly out of your SMSF balance, meaning that there is no out-of-pocket cost for the formation or ongoing management of your SMSF, making it a truly seamless process from start to finish.

SMSF MANAGEMENT CONSULTING FEESWith streamlined business processes we have some of the most competitive fees in the industry

COMPLETE
SMSF Formation Package w/ 1st Year Compliance and Accounting
  • SMSF Formation
  • ASIC/ATO Compliance
  • Online Dashboard
  • Investment Strategy
  • Yearly Accounting
$2200
one-off
STRATEGIC
For Existing SMSF w/ 1st Year Compliance and Accounting
  • Fund Rollover
  • ASIC/ATO Compliance
  • Online Dashboard
  • Investment Strategy
  • Yearly Accounting
$1200
one-off
ACCOUNTING
An outsourced accounting strategy for established SMSFs
  • ASIC/ATO Compliance
  • Yearly Accounting
  • Investment Strategy
  • Renewal & ASIC Fee
  • All-Inclusive - No Hidden Fees
$1100
per year