Getting started with us

STEP 1

Register

Register

Register, if you are a new user or login if you already have access.

STEP 2

Click on Create SMSF

Click on Create SMSF

Click on Create SMSF to start the process

STEP 3

Choose Service & Complete Application

Choose Service & Complete Application

Complete online form or if you prefer, print and complete hard copy located under our Resources tab and email to us.

STEP 4

Pay for fund establishment by credit card

Pay for fund establishment by credit card

Visa, Master card, Amex accepted.

STEP 5

Submit

Submit

Thank you for submitting the application. We will be in touch shortly to discuss next steps.

STEP 1

Register

Register

Register, if you are a new user or login if you already have access.

STEP 2

Click on Transfer SMSF

Click on Transfer SMSF

Click on Transfer SMSF to start the process

STEP 3

Choose Service & Complete Application

Choose Service & Complete Application

Complete online form or if you prefer, print and complete hard copy located under our Resources tab and email to us.

STEP 4

Advise all Bank & Investment Details

Advise all Bank & Investment Details

Ensure full bank & investment details are provided.

STEP 5

Submit

Submit

Thank you for submitting the application. We will be in touch shortly to discuss next steps.

Eligibility for the Digital Service

To be eligible to participate in Triple A Super's Digital service, an SMSF's investment data must be sent via full automated data feeds that have been established by the administration software system used.

There are no restrictions on the choice /number of investments comprising Banks, Brokers and Wraps/ Platforms....as long as they are on the Triple A Super Digital Approved Investment list and all transactions are fully data fed.

         Approved list of Providers for data feeds         
We will...

  Change the way you work with technology
  Deliver sustainable cost benefits
  Increase client connectivity

LEARN MORE

03 9021 7420

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