How It Works

Learn how easy it is to establish your SMSF
in just 5 easy steps.
Learn More

Step 1. Setup Your SMSF in under 10 Minutes

Setup Your SMSF in under 10 Minutes

We make setting up your SMSF simple. In under 10 minutes you can register your self-managed superfund using either an individual trustee or even registering a new company to be the trustee.

You will only need to provide some basic information for the establishment. After you have completed this, your SMSF will be established almost instantly.

Step 2. Instantly open your SMSF Bank Account

Instantly open your SMSF Bank Account

mysuper247 has teamed with Macquarie Bank to provide you with a simple 2-click account opening of a Macquarie Cash Management Account (CMA).

This bank account will act as your holding place for all of your superannuation contributions and serve as the gateway account for future investment.

Step 3. Rollover Your Existing Fund

Rollover Your Existing Fund

After establishing your SMSF, it’s then time to roll your funds over from your existing fund. This is a simple process that is incorporated within the mysuper247 setup.

By providing just a few basic details of your existing fund, an authority will be sent to the ATO advising of the transfer.

Step 4. Choose Your Bonus Add-ons

Choose Your Bonus Add-ons

The mysuper247 platform gives you the ability to instantly and easily add a range of investment options to your account within minutes. All add-ons are free and include the services from some of Australia’s market leaders. Choose from a range of equities trading platforms, money market accounts, insurance protection and more to make the most of your super fund setup.

Step 5. View, Monitor and Action.

View, Monitor and Action

We provide you with the best tools to be able to take action on investment opportunities with your SMSF as well as complete transparency for monitoring, analyzing and reporting.

Access our platform any time, any where either on mobile, tablet or computer to gain an instant birds eye view of your SMSF performance and identify actionable investments through the Spring FG network.



 
Simple, right? Let's get started.