Set up your SMSF with us and start making money.
Discover Bell Direct SMSF
You're thinking about taking control of your super and setting up an SMSF. It's an exciting step, but there's a lot you need to think about to manage your investing and admin.
Are you thinking about who will take care of your tax, audit and compliance? Is there daily reporting to track my SMSF? What can I invest in? Is there someone to call when I need help? Can I track my SMSF online and on my mobile?
Choosing the right platform means you can focus on investing your super, rather than being buried in paperwork.
Bell Direct in association with SuperGuardian Pty Ltd (AFSL 485643) provide an affordable all-in one SMSF solution. We take care of both your admin and trading needs so everything’s in the one place.
Get your free SMSF guide now
Please fill in your details below to download our SMSF eBooklet.
Want to know more about setting up an SMSF?
What you get with Bell Direct SMSF
From tax, compliance, reporting and our free concierge service, to investment options and portfolio strategy, our all-in-one solution gives you all the tools you need to focus on your SMSF performance.
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Daily reporting with our online portal & mobile app
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Cheaper trades from $15 (and from $10 for active traders)
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Invest in shares, ETFs, mFunds, LICs and XTBs
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Bell Potter research, trading ideas & portfolio tools
Tax, compliance & audit covered & free concierge service
Personalised services & strategic advice if you need it
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Insurance at competitive wholesale rates
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One access point to a large range of term deposits
Take advantage of our free concierge service
If you think setting up your SMSF will be difficult, don’t worry. We do the hard work for you.
As part of Bell Direct SMSF we offer you a FREE concierge service, to make the process of setting up your SMSF as simple as possible.
You're assigned a dedicated SMSF expert who will guide you and answer any questions you have along the way. This personalised service means we take care of the heavy-lifting, so you can forget the admin stress.
Take the online portal for a test drive
View all your investments in the one place when you decide to review your investment strategy.
With our dedicated online portal and mobile app, you get daily reporting to monitor your portfolio value, contributions and pensions.
This way you have all the information you need to track your SMSF performance and make managing your SMSF as easy as possible.
Check out our competitive fees
Bell Direct SMSF fees are value for money, transparent and easy to understand.
Setting up | Fees |
Annual admin fee | $1190 p.a. |
Set-up fee | $399 |
Fund audit fee | $290 p.a. |
Daily reporting | FREE |
Mobile app and online portal | FREE |
Concierge service | FREE |
Trades | From $15 per trade |
Personalised services and strategic advice | Price available on application |
Bringing the right experts together for your SMSF
SuperGuardian are SMSF admin specialists who take care of your audit, tax, compliance and strategic SMSF advice with:
- Accounting: your financial, compliance and regulatory documents are prepared for EOFY (capital gains tax records, BAS/IAS/PAYG, annual tax return).
- Compliance: you can get quickly alerted of any compliance breaches.
- Independent audit: a panel of external auditors audit your SMSF to make sure you meet your legal requirements.
- Personalised services: you can get personalised help with things like contributions strategies, change of trustee, disability, divorce and fund windup.
- Pension admin: if you need to move from accumulation to pension mode (including pension rebate, deduction calculation) we can do it for you.
Our insurance partners are AIA & AGI. For your life and income protection insurance, they can give you highly competitive wholesale rates.
Our term deposit partner is Australian Money Market (AMM). If you want to choose from a large range of term deposits, you can use AMM as one centralised access point to make it easier.
