Let’s get started.

Once you have made the decision to establish or transfer your own super fund, you have the option to complete our online form below or simply print our Client Information Pack and follow the steps mentioned in Option 2:

But before you do, kindly familiarize yourself with the Financial Services Guide and Terms and Conditions of our service.

Option 1: Online Form

 

New SMSF Online Engagement Form

Existing SMSF Online Engagement Form

Option 2: Printed Client Application Form

Step 1: Engagement Forms

Complete the engagement form in the rear of the Client Information Pack .

If you need any assistance with any aspect of the engagement forms, simply call our client service team on 1300 787 576.

Step 2: Send it to us

Complete the engagement form in the rear of the Client Information Pack.

If you need any assistance with any aspect of the engagement forms, simply call our client service team on 1300 787 576.

SuperGuardian
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Step 3: SuperGuardian welcomes you

You will be contacted to formalise the agreement, receiving a ‘welcome pack’ from SuperGuardian and notified once all procedures are completed.

You will be invited via email to set up your password to access your reports via our website if applicable.

Step 4: Start investing

Your time is now yours to focus on your investment strategy, and work closely with your Advisor to maximise your returns.

Superannuation administration made simple!

Common Questions

Once the engagement form has been received, you will be contacted by your qualified and dedicated Client Manager to formalise the agreement. They will be your one point of contact for any questions you have. We will then arrange a welcome pack for you.Once the engagement form has been received, you will be contacted by your qualified and dedicated Client Manager to formalise the agreement. They will be your one point of contact for any questions you have. We will then arrange a welcome pack for you.

Our welcome pack includes all relevant documents to facilitate the establishment or transfer of your SMSF. We will easily ear mark where you to need to sign but if you have any questions you are welcome to run through the pack with your Client Manager.

We can provide your welcome pack to you via email or post.

Once we have brought your fund up to date on our systems, we will provide you with instructions on how you can login for the first time.

Access SuperGuardian forms here.

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Disclaimer: Any information that is financial product advice is provided by SuperGuardian Pty Ltd (AFSL No. 485643 ). The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to SuperGuardian FSG https://www.superguardian.com.au/pdfs/Financial-Services-Guide.pdf for contact information.

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