Interactive Brokers & CMC Markets

iCare Super allows Self-Managed Super Funds (SMSF) to use Interactive Brokers and CMC Markets as their preferred broker accounts for forex, CFDs, ETFs, Options, Bonds and overseas stocks. Our setup documents facilitate the opening of these accounts in the name of your SMSF without any issues. Moreover, we do not charge additional fees based on transaction volume or investment type.

No New SMSF Required if You Already Have One

Additionally, it is not compulsory to use Interactive Brokers or CMC Markets to access our services. If you have an existing SMSF and your current SMSF administrator does not allow you to use these broker accounts, you can transfer your SMSF to us and maintain everything as it was before. You do not need a new SMSF; you can use your existing SMSF to open accounts with Interactive Brokers and CMC Markets.

Year-End Financial Reporting Made Easy

At the end of the financial year, simply provide us with the following reports, and we will account for these transactions in your SMSF tax return:

1. Annual transaction summary report
2. End of financial year valuation report

Interactive Brokers and CMC Markets

Interactive Brokers and CMC Markets offer a wide range of investment opportunities and tools for SMSFs, including overseas investment opportunities and investment types not offered by CommSec, E*TRADE, NABTrade, Westpac Share Trading, SelfWealth, and Bell Direct etc.. By choosing iCare Super, you gain access to these platforms without incurring extra charges based on transaction volume or investment type. Our streamlined setup process ensures you can open broker accounts in your SMSF’s name effortlessly.

Please note that we are an independent SMSF administrator and do not receive any commission from either broker.

No Restrictions on Brokers and Platforms

Care Super does not impose restrictions on brokers or platforms, nor does it charge extra fees for providing administration services for any broker accounts. Please refer to our fee schedule for details on fixed fees. You can choose any broker or platform, provided they meet the following criteria:

• The account name can be opened in the name of your SMSF.
• They can produce PDF documents for investment transactions and year-end valuation reports.

We are not associated or affiliated with any brokers or platforms. It is your responsibility to conduct your own research to ensure that your assets are safe and secure with these brokers and platforms.

Comprehensive Support and Customer Service

Throughout the year, you can manage your investments with confidence with any brokers and platforms. At the end of the financial year, provide us with the necessary reports, and we will handle the rest, ensuring all transactions are accurately accounted for in your SMSF tax return. Our team is always available to assist you with any questions or concerns. We pride ourselves on providing excellent customer service and support to help you manage your SMSF investments efficiently and effectively.

For any assistance, please feel free to contact us.