Tim’s SMSF and
CommSec journey
Tim has a promising road ahead of him now that you’ve referred him to the SMSF Specialist. Let’s take a look at his journey.
SMSF Specialist and referral to CommSec
Tim discovered a range of investment options available to him. He also learns that he can manage his SMSF assets using the CommBank Set Up & Admin Service and that there are advantages like using CommSec for education and simple-the tools he needs to build a diversified portfolio.

CommSec On-boarding call
After switching to CBA SMSF, the Specialist has put Tim in touch with CommSec. They welcome him on board and start helping him gain the tools and information he needs to manage his super investments.

Client receiving investment advice from CommSec Advisory
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.
