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Tim’s SMSF and
CommSec Journey

You refer Tim to the SMSF Specialist Team who can explain the range of investment options available for SMSFs within the Commonwealth Bank Group. If Tim is looking for exposure to a specific asset class – such as fixed interest, Australian or global shares, or property - the SMSF Specialist Team can discuss with Tim the different methods of gaining access to them.

Click on each of the buttons to see Tim’s journey with CommSec.

Investing in Shares

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After discussing his SMSF with the Specialist Team, Tim decides he would like to use some of the cash in his fund to start investing in shares. The SMSF Specialist refers Tim to a CommSec Equities Associate who will contact Tim to welcome him to CommSec, assist with a CommSec Trading Account Application; plus walk him through the information and tools available to help build a direct share portfolio for his SMSF.

The SMSF Specialist Team also lets the banker know the outcome of his/her referral.

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Taking control

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Now Tim is on his way as an SMSF share investor, he also would like a greater role in managing his own SMSF and to be less reliant on his accountant.

The SMSF Specialist Team provides Tim with information on the Commonwealth SMSF Set Up & Admin Service, which provides administration services to meet all SMSF compliance, accounting, and taxation obligations. An online dashboard is available and provides a complete view of a client’s SMSF investments, balances and transactions.

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Commsec Advisory

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The more Tim learns, the more questions he has about how to best use the research data he’s been receiving. He calls the advisory team for advice. They’re easily accessible.

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