In this episode of SMSF Insider, Troy sits down with Tara, Blue Chip’s number one customer service rep, to walk through what it actually looks like to set up an SMSF with Blue Chip, from the first phone call to the funds landing in the account and beyond.

They cover the realistic minimum balance to start an SMSF, how the $199/month flat fee works (no matter whether you have $200k or $2 million, or 1–6 members), and why so many clients are surprised by how easy and fast the whole process is when they’re guided properly.

If you’re sitting on the fence about starting an SMSF, this episode shows you what the journey looks like from the client’s side and why having a real person guiding you makes all the difference.

Ready to finally take control of your take control of your retirement savings and stop leaving your future in someone else’s hands? Book your free call with our team today to find out more: https://www.bcsmsf.com.au/contact-us/

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Website – https://www.bcsmsf.com.au

Please note: The information provided in this recording is for coaching and educational purposes only. It should not be considered personal financial advice. Everyone’s situation is different, so before acting on any of the content discussed, please seek independent financial advice tailored to your specific circumstances.

Timestamps:

00:00:00 - 00:00:00: Introduction

00:01:12 - Introducing Tara

00:02:04 - Common question

00:03:10 - What Tara actually does

00:03:55 - Why clients are often shocked at how easy and fast the process feels

00:04:40 - How important client confidence is

00:05:47 - The relationship built over 2–4 weeks during setup

00:07:08 - Clients biggest fears and how to handle it

00:08:20 - Tara’s advice for people “on the fence”

00:09:02 - Ideal SMSF balance and cost-effectiveness

00:10:21 - Explaining the $199/month fee

00:14:28 - Timeline and bottlenecks

00:22:20 - DIY horror stories and final advice