Assetora has partnered with Super Strategists as its preferred SMSF setup provider, helping Members establish an SMSF and arrange ongoing administration and accounting support.
Services and fees
Super Strategists will explain the establishment process, ongoing services and fees, and your responsibilities as a trustee. You'll receive the agreed scope and fees in writing before deciding whether to proceed.
How it works
Super Strategists guides you through establishment and ongoing administration. Assetora provides the platform and investment opportunities. You stay in control of every decision.
Start with a complimentary introductory meeting with Super Strategists. We'll explain the establishment process, ongoing trustee responsibilities, our services and fees, and how your SMSF can access investments through Assetora. You'll have an opportunity to ask questions before deciding whether to proceed.
Complimentary meetingIf you choose to proceed, Super Strategists will provide the engagement documents outlining the agreed services, fees and responsibilities. Once these are accepted, our onboarding team will guide you through the information required to establish your fund.
Engagement documentsComplete the onboarding information and identity checks for each proposed member and director of the corporate trustee. Super Strategists will explain what is required, check the information provided and follow up on any outstanding items.
Identity checksSuper Strategists will coordinate the establishment of your corporate trustee and prepare your SMSF trust deed and associated documents. We'll guide you through signing and arrange the fund's ABN and TFN applications. Registration timeframes depend on the relevant processing requirements.
Trust deed · ABN · TFNWe'll guide you through the Assetora account and cash management account applications and coordinate the agreed rollover assistance once the necessary registrations and accounts are ready. Before transferring existing super, consider any insurance cover or benefits that may be affected.
Accounts & rolloversOnce your fund and accounts are operational and funds are available, you can consider the investment opportunities available through Assetora. Each investment requires a separate decision and application. Super Strategists will provide the ongoing SMSF accounting and administration services set out in your engagement, while Assetora manages its platform and investment fund operations.
Ongoing supportBook a complimentary introductory meeting with Super Strategists to discuss the process, services, fees and your questions.
Review and sign your engagement documents, then provide the member and trustee information required to get started.
Super Strategists coordinates your corporate trustee and SMSF establishment documents, guides you through signing and arranges ABN and TFN applications.
Complete your Assetora and cash management account applications, with assistance to coordinate rollovers once the required registrations and accounts are ready.
Once funds are available, explore Assetora's investment opportunities. Investment applications are separate, while Super Strategists provides your agreed ongoing SMSF accounting and administration.
Timeframes depend on completed documentation, registration processing, account approvals and rollover processing.
Additional services
Super Strategists can help with the steps that get your fund operational. The services included, and any additional fees, are confirmed in your engagement before you proceed.
Once your SMSF's registrations and accounts are ready, Super Strategists can help coordinate the rollover of eligible super from your existing fund. Before proceeding, consider any insurance cover, benefits or entitlements that could be affected.
Within your agreed servicesAn ESA supports SuperStream messages for transactions such as rollovers and employer contributions. Super Strategists will assist with arranging one as part of your agreed onboarding services.
Part of onboardingIf you'd like a personal recommendation on whether an SMSF, rollover or investment strategy suits your circumstances, Super Strategists can discuss a separate advice engagement and explain the scope and fees before you proceed.
Separate engagementAssetora has partnered with Super Strategists to guide our Members through SMSF establishment and provide ongoing accounting and administration — from the first conversation onwards.
You engage Super Strategists directly for SMSF establishment and the ongoing services you agree to. Their fees are explained before you proceed and confirmed in writing.
These services are separate from your Assetora account and investment arrangements.
Assetora does not provide SMSF accounting, audit or financial planning services. We provide the investment vehicle through our Assetora Sub Fund (ASF) structure.
Once your SMSF is established, you can apply to invest in available ASFs. Each investment is a separate decision and application.
Frequently asked questions
Ready to take control
Start with a complimentary introductory meeting with Super Strategists, then access private market opportunities through Assetora — from real estate to private equity.