self managed super fund

Special offer – set up your new
SMSF for only $249, saving $511*

For a limited time, when you order a new SMSF through us and
subscribe to one of our Administration Packages for 12 months,
we will reduce our standard $760 set up fee to only $249.

* See below for conditions

self managed super fund set up

If you’re looking to maximise your security and prosperity right through into retirement, then an ITP Self Managed Super Fund may well be for you. A SMSF not only allows you greater involvement with your super - you’ll also have a wider range of investment choices and flexibility. And with ITP self managed superannuation, you’ll be getting outstanding advice, great service and competitive pricing from one of the most trusted names in taxation and financial expertise, right across Australia.

ITP Self Managed Super Funds

Take control of your financial future

self managed super fund set up

How ITP can help

Your self managed superannuation

New SMSF setup
Transferring your existing SMSF
Buying property with your SMSF
SMSF administration
SMSF taxation & compliance
Australia-wide service

self managed superannuation

What are the Potential Benefits?

If you’re considering starting an SMSF, here are a few benefits:

All round greater flexibility of your assets
More control and visibility of how your savings are invested
Greater amount of investment options
Incorporate up to 4 members in one SMSF
Potential to save on management fees
Ability to purchase property using your super
Ability to buy and sell assets when it suits you and your tax
planning needs

home-with-palms

Looking to buy property?
Why not use your super.

Discover how your self managed super fund can be used
to purchase property and help to build your wealth for
retirement.

Special offer – set up your new SMSF for only $249, saving $511*

  • For a limited time, when you order a new SMSF through us and subscribe to one of our Administration Packages for 12 months, we will reduce our standard $760 set up fee to only $249.
  • Establish your SMSF with one of the most trusted names in taxation and financial services.
  • Take advantage of our competitive SMSF Administration Packages designed to make ongoing management and compliance easy.

* The fine print

  • The offer applies to newly established SMSF’s with individual trustees in accumulation phase. Please add $870 if corporate trustee required and/or $660 if pension setup required.
  • Includes preparation of trust deed; trustee consents and declarations; member applications; ATO registrations and pro forma investment strategy.
  • You agree to subscribe to one of our SMSF Administration Packages for a minimum of 12 months at time of setup.
  • Our SMSF Administration Packages mostly range from $99 to $139 per month. Actual price will depend upon the number of members in your fund and the type of investments held, and will therefore be confirmed once we obtain this information from you.
  • All SMSF Administration Packages include preparation/lodgement of your annual (tax) return, online fund dashboard, bookkeeping/accounting, annual financial statements, minutes/resolutions, member reporting and co-ordination of the annual audit.
  • Please note that regardless of provider, all SMSF’s are subject to ongoing fees and charges including the ATO supervisory levy, currently $259 p.a. and independent audit fee starting from around $330 p.a. We have put together a summary of the typical fees and charges you can expect to incur which will be provided when you submit your application or alternatively upon request.
  • Offer ends 31 October 2017.
self managed super fund administration

Did you know ITP can help you to establish your own SMSF?

If getting control of your super and starting your own SMSF has been on your to-do list – we can help. Self-managed super provides some great benefits, such as a wider possible range of investments compared to many retail and industry funds. You also have the ability to be more closely involved with your superannuation savings. Your super can add up to a substantial sum, and if you choose a SMSF you deserve the best advice. At ITP we’re about giving you the best SMSF advice at the lowest possible price.

self managed super fund setup specialist

Take our ‘free financial health check’ to help decide

Have one of our professional SMSF and Financial advisors review your finances and answer any questions to help determine whether this is the right strategy for you.

  • Obligation free consultation and at no cost
  • Tailored advice from an experienced Financial Advisor
  • Your finances reviewed, your choices made clear and simple
  • Any questions answered and guidance provided

“ITP’s self managed super funds gives us the flexibility and control that we are looking for in an SMSF. Our financial future is brighter than ever before.”

   ITP SMSF Customer

Get In Touch
Find out whether a self managed super fund is right for you. Get in touch with our Australia wide, professional team today. You’ll of course be under no obligation, and we’ll get back to you promptly – within a couple of hours during normal business hours.