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:

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

Fax the engagement form to us on 08 8221 6552 or post the engagement form and payment to:

SuperGuardian
Reply Paid 1215
ADELAIDE SA 5001

Once the establishment fee is received, SuperGuardian will initiate action

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!