The SMSFs tab displays all SMSFs currently registered under a user profile and allows for the easy creation of new SMSFs accounts.
To add a new SMSF, under the SMSFs tab please click the New SMSF button:
To complete the registration, the following sections will need to be completed: SMSF details and Trustee details:
Once all fields have been completed, please click the Add SMSF button.
A pop-up box containing our Terms and Conditions will appear. The Terms and Conditions must be read and accepted before the SMSF will be added to the account.