AMP SMSF Solutions

AMP SMSF Solutions

Making it easier to run your own fund

Choose an AMP SMSF Solution that best meets your needs.

All our SMSF solutions offer:

  • easy and fast set up
  • a secure online dashboard to set and monitor your investments
  • help with your administration, compliance and tax
  • notifications to help keep you on track
  • access to educational tools and resources to help you learn more about SMSF strategies and investment options.
AMP SMSF Solutions 2015 SMSF provider of the year award

Looking for a way to save on admin fees?

Look no further than our AMP SMSF Saver online service

Find out more

A secure, online dashboard

Your online dashboard brings together the tools you need to make it easy to manage your fund. Together with a sophisticated alert system to help keep your SMSF on track and visibility of your transactions and investments for making informed decisions.

For more information, watch the demo. 

 

Customer Solution

Customer, Adviser and Accountant Solutions

Offers at a glance

AMP SMSF Saver

An online solution for funds with simple assets like cash, term deposits, shares and residential property. No bundled service price, only pay for what you need.

AMP SMSF Essentials

A packaged service offering additional  support for funds that utilise a select range of investments and banking options.

AMP SMSF Platinum

Our premium service offering for funds with complex and wide ranging investment strategies and preferred bank and share trading solutions.

What can you invest in?

Bank account:
Macquarie Cash Management Account (set up on your behalf upon application).

Investments:
Australian Money Market—access a wide range of term deposits (set up on your behalf upon application).

Desktop Broker—trade ASX listed equities (set up on your behalf upon application).

Property assets:
One residential property.

Bank account:
AMP SuperEdge Cash Account.

Investments:
Access to Desktop Broker—trade ASX listed equities.

Access to Australian Money Market—access a wide range of term deposits.

Access to AMP Personalised Portfolio—invest in managed funds and other investments.

Property assets:
One property.

Bank account:
Choice of bank account.

Investments:
Unlimited choice of investments (within superannuation rules).

Property assets:
Suitable for multiple properties.

What’s the ongoing administration fee?

$875pa

$1950pa

$2850pa

What are the Terms and Conditions?

See Part 1 of the AMP SMSF Saver Financial Services Guide for more information on Terms and Conditions.

See the AMP SMSF Essentials & Platinum Administration Services Guide for more information on Terms and Conditions.

See AMP SMSF Essentials & Platinum Administration Services Guide for more information on Terms and Conditions.

Our administration fees are based on the types of investments within your SMSF and the features and services your SMSF requires.  We will deduct our fees from your SMSF’s bank account on a monthly basis.

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Apply now

Establishing a new SMSF?

You can take control of your SMSF online. It's easy—you can do it online in less than 15 minutes.

Transferring an existing SMSF?

Transfer the administration of your existing SMSF to AMP SMSF Solutions online in less than 15 minutes.

Still considering whether an SMSF is right for you?

Learn the basics of how an SMSF works

Have more questions about AMP SMSF Saver?

See our FAQ's

Looking for an everyday SMSF ‘cash hub’ account?

Find out what the SMSF experts have to say

Learn more

Important information

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It’s important to consider your particular circumstances and read the relevant Product Disclosure Statement or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account.