SMSF Investing › Set Up Your SMSF
SIMPLE ONLINE PROCESS TO GET STARTED

Set up your SMSF today.
Your super. Your rules.

Everything you need to establish your Self-Managed Super Fund — professional setup, ongoing compliance support, and a direct pathway to investing through Assetora. Powered by SetupMySMSF.com.

Set up my SMSF  → ← Back to SMSF Investing

Transparent pricing

Simple, all-in fees

No hidden costs. One upfront setup fee and a clear ongoing compliance arrangement — so you know exactly what you're paying before you start.

One-time fee
SMSF Setup
$990 inc. GST
Paid directly to SetupMySMSF.com
Full SMSF trust deed preparation
ABN & TFN registration
Investment strategy documentation
Corporate Trustee with min 1 director
Ready in 2 business days
Paid to partner: The $990 setup fee is payable directly to SetupMySMSF.com. Assetora does not collect this fee.
Ongoing
Annual Compliance
$200 / month
$2,400 per year · 12-month engagement
Annual SMSF audit coordination
ATO lodgement support
Engagement letter & trustee guidance
SIS Act compliance monitoring
Access to additional services
Engagement letter: SetupMySMSF.com will send you an engagement letter to sign before compliance services commence.

How it works

Up and running in days, not weeks

Our partner SetupMySMSF.com handles the paperwork. You sign off. Assetora handles the investments. The whole process is streamlined to get your SMSF operational as quickly as possible.

1

Complete the online form

Fill in your details using the SetupMySMSF.com signup form below. Provide member information, trustee structure preferences, and confirm you're ready to proceed.

Takes ~10 minutes
2

Pay the setup fee

A one-time setup fee of $990 (inc. GST) is paid directly to SetupMySMSF.com upon submission. This covers all document preparation, registrations, and delivery.

$990 inc. GST
3

Receive your documents

Within 2 business days, SetupMySMSF.com will email your complete SMSF document pack — including the trust deed, investment strategy, and all required declarations.

2 business days
4

Sign and return

Review, sign, and return the documents to SetupMySMSF.com. This triggers the ABN and TFN registration process, along with any additional services you've requested.

Sign & return
5

Sign the engagement letter

SetupMySMSF.com will send a 12-month compliance engagement letter. Signing this activates your 00/month compliance support, covering audit coordination and ATO lodgements.

Compliance activated
6

Start investing through Assetora

As part of the setup process, your Assetora Member account is created — including a dedicated cash management account (CMA) linked to your SMSF. Roll in existing super, fund your CMA, and begin accessing private real estate, lending, income, and private equity opportunities.

Invest Differently
Timeline summary
From signup to investing
📋
Day 0 — Complete form & pay

Submit your details and $990 setup fee online via SetupMySMSF.com

📄
Days 1–2 — Documents emailed

Trust deed, investment strategy, member declarations delivered to you

2 business day SLA
✍️
Sign & return — ABN/TFN registration begins

Email back your signed documents; registrations and extras kick off

📬
Engagement letter — Compliance active

Sign the 12-month engagement; $200/month compliance support commences

🚀
Your SMSF is live

Your Assetora Member account and cash management account (CMA) are created — fund and invest

Optional add-on services

Everything else, handled

SetupMySMSF.com can assist with a range of additional services beyond the core setup — available on request and quoted separately.

🔄

Super Rollover Assistance

Rolling over existing super balances from retail or industry funds into your new SMSF can be complex. SetupMySMSF.com can guide you through the process and prepare the required paperwork.

Optional · on request
📡

Electronic Service Address (ESA)

Your SMSF requires an Electronic Service Address to receive employer contributions via SuperStream. SetupMySMSF.com can arrange this on your behalf during the setup process.

Optional · on request
📊

Statement of Advice (SoA)

If you'd like personal financial advice tailored to your SMSF investment strategy, SetupMySMSF.com can connect you with a licensed adviser to prepare a formal Statement of Advice.

Optional · on request
Our trusted partner

Powered by SetupMySMSF.com

Assetora has partnered with SetupMySMSF.com — a specialist SMSF establishment service — to make the setup process as straightforward as possible for our Members.

SetupMySMSF.com is an independent service provider. Your $990 setup fee is paid directly to them.

The 12-month compliance engagement is a separate arrangement between you and SetupMySMSF.com.

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 invest through Assetora by subscribing for units in any available Assetora Sub-Fund.

Get started today  →
SetupMySMSF.com
setupmysmsf.com
2
Business day setup SLA
$990
One-time fee inc. GST
$200
Monthly compliance fee
100%
Online process
SetupMySMSF.com is an independent service provider. Assetora is not responsible for the services, fees, or advice provided by SetupMySMSF.com. You should review their terms before proceeding.

Get started

Set up your SMSF today

Complete the form below to get started. The $990 (inc. GST) setup fee is collected directly by SetupMySMSF.com upon submission.

setupmysmsf.com/signup
🔒 Secure

Frequently asked questions

Common questions

What does the $990 setup fee cover?
The $990 fee (inc. GST) covers the complete establishment of your SMSF, including preparation of the trust deed, investment strategy document, member declarations, and all required ATO registrations (ABN and TFN). This is a one-time fee paid directly to SetupMySMSF.com.
Who do I pay the setup fee to?
The $990 setup fee is paid directly to SetupMySMSF.com, not to Assetora. Assetora does not collect or hold any funds in connection with SMSF setup. You are entering into a direct relationship with SetupMySMSF.com for establishment services.
How long does SMSF setup take?
SetupMySMSF.com targets a 2 business day turnaround from receipt of your completed form and payment. Your SMSF documents will be emailed to you within that timeframe. ABN and TFN registration timelines are subject to ATO processing, which can take a few additional days.
What is the $200/month compliance fee for?
The 00/month fee covers SetupMySMSF.com's ongoing compliance support over a 12-month engagement period. This includes annual audit coordination, ATO lodgement assistance, and general trustee guidance. An engagement letter will be sent to you before this commences, which you'll need to sign.
Do I need an SMSF to invest through Assetora?
No. Assetora is open to all eligible investors — you do not need an SMSF to invest. However, many of our Members choose to use their SMSF as the vehicle for investing in Assetora Sub-Funds (ASFs) to access the tax advantages of superannuation while maintaining control over their investment decisions.
Can I roll over my existing super into the new SMSF?
Yes. Once your SMSF is established, you can request a rollover from your existing retail or industry fund. SetupMySMSF.com can assist with rollover paperwork as an optional service. Rollovers are processed via SuperStream and require an Electronic Service Address (ESA), which is also available as an optional add-on.
What is Assetora's role in this process?
Assetora Australia Limited (AFSL 444365) is the Responsible Entity of the Assetora Investment Fund (ARSN 167 020 626). Our role is to operate the investment fund and ASF structure into which your SMSF can subscribe for units. We do not provide SMSF establishment, accounting, audit, or financial planning services. SetupMySMSF.com is an independent third party.
Do I need a financial adviser?
This website and its content is general information only. Whether you need personal financial advice will depend on your individual circumstances. SetupMySMSF.com can arrange a Statement of Advice (SoA) from a licensed adviser as an optional service if you'd like tailored guidance on your SMSF investment strategy.

Ready to take control

Your SMSF.
Your investments.

Set up your SMSF through SetupMySMSF.com and start accessing private market opportunities through Assetora — from real estate to private equity.

Set up my SMSF  → Talk to our team ↗
This information is general in nature and does not constitute financial product advice. Assetora Australia Limited (ABN 33 153 951 770, AFSL 444365) is the Responsible Entity of the Assetora Investment Fund (ARSN 167 020 626). SMSF setup and compliance services are provided by SetupMySMSF.com, an independent third party. You should obtain independent financial and legal advice before establishing an SMSF or making investment decisions.