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SMSF Info Pack

Open a SMSF and receive a FREE guide to developing your investment strategy for your fund valued at $110.

SMSF Special offer

Download our Free SMSF Information Pack

*required information
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You will learn more about:

  • The benefits of a SMSF
  • How much money do I need?
  • How to set up a SMSF
  • What it costs to manage a SMSF
  • The investments in your SMSF
  • And much more....
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Self-Managed Superannuation

DIY Super - It's Your Money, Your Choice!

Do you want to manage your own personal superannuation fund? Wealth Within provides a comprehensive self-managed superannuation fund (SMSF) package to support you in setting up a DIY Super Fund right through to the ongoing accounting and auditing requirements.

Once you've established your personal super fund, you may want to consider maximising the returns in your super fund through the Direct Equity Managed Account Service - an individually managed account service with a real difference

Alternatively, if you would like to learn how to gain the required knowledge to ensure your success in the share market our share trading education courses can deliver the results.

Establishing your SMSF

We support you through every stage of the process and provide you with the full documentation necessary for the establishment of a complying superannuation fund for up to 4 members, according to legislative requirements while being flexible enough to suit your individual needs.

The establishment fee for a self-managed super fund is from $275 (for individual trustees inclusive of GST) and includes:

  • Arranging for the establishment of a complying trust deed for your super fund
  • Registration of a Tax File Number and Australian Business Number
  • Lodgement to become a regulated super fund
  • Notice of consent to act as a Trustee
  • Resolutions to establish the fund
  • Binding death benefit nomination
  • Establishment of a bank account
  • Establishment of insurance cover under your SMSF
  • Arranging for the establishment of a new company to act as Trustee for your personal super fund if required instead of individual Trustees*

* A separate company establishment cost of $722 (GST inclusive) applies.

Free SMSF Client Information Pack

Register now to learn everything you need to know

Annual Compliance Package

This is an optional service we provide for our clients. We are not directly involved in the preparation of accounts or the auditing process - this service is outsourced to a specialised professional accounting firm. For a full list of compliance fees, please call our Client Services Team on 1300 858 272 or Melbourne direct on 9290 9999. The service includes:

  • Financial statements
  • Income tax and regulatory returns
  • Members statements
  • Preparation of fund minutes
  • Investment strategy guide that provides a basis

Self-managed super enables you to take control of your future

SMSF's are simple to set-up and the fee structure may provide substantial cost savings compared to your current retail superannuation fund

If you are interested in finding out more please discuss the suitability of a SMSF and start taking control of your financial future by calling our experienced client services consultants on 1300 858 272 or Melbourne direct on (03) 9290 9999

Take control of your financial future

Take control of your financial future

I just wanted to let you know how thrilled we are with the performance of our portfolio with Wealth Within. I remember reading your book, watching your DVDs and then speaking to you in March 2008. With a deep breath we took the huge leap to set up a Self Managed Super Fund with your company. By taking that step we conservatively saved over $150,000 that was not lost in our industry super funds during the worst of GFC. Today we read with pleasure that over the same time many of our friend have lost 30% or more of their superannuation our has increased by 13.65%. That is just marvelous. Thank you to you and your team.

Kathleen, F, Sydney

I think Dales down to earth, simple no risk approach to stock market trading did it for me. It just clicked. Now 5 years later and with Dales training programs under my belt I trade full time for a living, after being retrenched from an executive position several months ago. Trading options during the horror period of late 2008 saw my SMSF grow by some 300%, by sticking to the rules. I am now so confident of trading as a lifestyle I also trade personally. Dale, thanks a million, thanks mate. .

Kosta, K, Melbourne

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Accelerate Your Wealth
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