LOVR × BLUE CHIP

Blue Chip Financial · Blue Chip SMSF Services · Bulimba

Twenty-five years.
Two entities.
One trusted name.

Troy Rabaud has spent over twenty-five years in financial services. Blue Chip Financial Pty Ltd holds AFSL 535439 and provides general advice across insurance, investment, superannuation, and property. Blue Chip SMSF Services Pty Ltd handles the document and admin side: SMSF establishment, tax returns, administration, compliance.

The two-entity structure is rare and valuable. Most peers either hold a licence and overstep on admin, or run admin-only and refer every advice question outside the firm. Blue Chip captures the lead under the SMSF brand and warm-hands it to the AFSL entity with audit-clean separation. It is a moat the brand has not yet marketed.

The Bulimba Google Business Profile sits on 5.0 stars across 104 reviews. Tara Schneider and Jefferson Rossetti are named in nearly every review by full name. The brand is already a Brisbane fixture. The next stage is showing that quality at national scale.

LOVR delivered Blue Chip SMSF's brand identity in April 2026 and is building the Webflow site, social, and content. The legacy bcfinancial.com.au still runs on WordPress. This proposal is what comes next.

Where Blue Chip Sits Today

The signal is loud.
The proof is half-built.

Australia's SMSF sector just recorded its strongest growth on record. Blue Chip's social hooks cut through the category. The conversion surfaces underneath them are the gap to close.

The Brand In Three Surfaces

bcsmsf.com.au Webflow · LOVR-built 2026 · live

The new flagship for Blue Chip SMSF Services. Clean four-colour palette anchored on Atlantic Core. Premium feel. Currently funnels every visitor to a phone or contact form because no pricing or location detail has been published yet.

bcfinancial.com.au WordPress · Elementor · legacy

The AFSL-licensed entity still runs on WordPress. Same brand name, different feel. Buyers cross-referencing the regulated arm see a dated experience that quietly undermines the new SMSF brand's premium claim.

Social & Reviews @bluechipsmsf · Google 5.0 / 104

Alarm-led social hooks already cutting through. "Division 296. The new forty percent tax bracket." "One breach can see your fund taxed at forty-five." 5.0 across 104 Google reviews. The voice works. The funnel that catches its viewers is not yet built.

What The Reviews Already Say

5.0 / 104

"Tara and the whole team made it beyond easy and do the leg work for you. Tara Schneider's exceptional guidance, characterised by her patience and clarity throughout the entire process."

Google reviews · Bulimba 5.0 average · 104 reviews

Bare Trust

"Jefferson did a fantastic job setting up our SMSF and bare trust. Informative, helpful, kind and efficient. Really good experience and have already passed on his details to some friends."

Hugh Dang Google review · bcsmsf

25 years

"With over twenty-five years of experience in financial services, Troy specialises in helping other financial service businesses incorporate efficient SMSF solutions as well as Australians wanting take control of their retirement savings."

Troy Rabaud, Founder & CEO bcsmsf.com.au/about

The Australian SMSF Field · Full Audit

Twelve players audited.
One position uncontested.

We mapped every brand competing for the new SMSF trustee in Australia. Pricing, audience, content, voice, trust mechanics. Here is what the field looks like as of May 2026.

The single most important finding

The category has split in half. Cheap-and-fast fintech (Stake, Grow, ESUPERFUND) and technical-specialist B2B (SMSF Australia, SuperConcepts) each own a clear position. Nobody owns "the trusted Brisbane SMSF specialist your accountant already refers you to, fronted by a real founder with twenty-five years in the chair, with an alarm-led social presence that translates regulatory chaos into plain English." That position is half-built today. Troy is real. The twenty-five years is real. The 5.0 across 104 reviews is real. The social hooks already cut through. The proof layer underneath is what this proposal builds.

Tier A · The Fintech-Native Direct Competitors

Stake Super @stakeaus · Fintech-native · Sydney

$990 / $1,690 / $2,490Tiered annual fee, published

4.9ProductReview

WeMoneyBest for SMSF 2025

Audience. Under-forty self-directed investor. Property-curious, ASX-active, US-equity hungry. Mobile-first. App-first. Comfortable opening a super fund from a phone.

Content. Education-led, app-screenshot-led. Integrated investment platform across ASX, US, property. Calm, premium, fintech-clean visual register. Strong app-store ratings.

Voice. Calm, considered, premium-fintech.

Where they win. Price published on page one. Three-tier plan tree maps to buyer self-segmentation. Integrated investment platform. App polish.

Where they miss. No human face. No founder visible. No physical Brisbane presence. Cannot convert a buyer who wants to walk into an office and meet someone.

Blue Chip's read. Stake is the price benchmark every trustee will compare Blue Chip against. The play is not to undercut Stake. The play is to publish a price anchor and then differentiate on named human, AFSL coverage, and physical office. Stake cannot match those three.

Grow SMSF @growsmsf · Gold Coast · Founder: Kris Kitto

$990 p.a.From, audit included, GST in

20+ yrsFounder experience

Same stateDirect geographic competitor

Audience. Cost-conscious Australia-wide trustee. SEO-driven discovery. Same buyer Blue Chip will see comparing options on a Friday afternoon.

Content. Pure SEO + price-led conversion. "Fast, Online & Fixed Price" tagline. Resource hub. Automation-led, transparency-led.

Voice. Straightforward, slightly nerdy, founder-credible. Kris Kitto present in content.

Where they win. The closest direct competitor by geography and size. Cheapest published fee. Founder visible. Long tail of SEO content.

Where they miss. No regulated-advice arm. Cannot answer the questions that get past the documents. Smaller social footprint than Blue Chip. No alarm-led vocabulary.

Blue Chip's read. This is the brand Blue Chip will be benchmarked against most often. The differentiator is not cheaper. It is AFSL coverage plus founder credibility plus a Brisbane office that the Gold Coast competitor cannot match.

iCare Super Bentleigh VIC · Specialist

$1,200+GSTFixed annual fee, audit included

12+ yrsSpecialist experience

Audience. Melbourne specialist trustee. Mid-bracket cost-sensitive.

Content. Functional. Trust-cues led. SEO and PPC.

Voice. Specialist, measured, low-personality.

Where they win. Same price-transparency play as Stake and Grow. Specialist-only positioning.

Where they miss. Smaller social footprint. Less brand polish. Melbourne-only physical presence.

Blue Chip's read. Validates the $1,000-1,200 fixed-fee anchor as the category entry point. Blue Chip can publish at or near that figure with stronger trust mechanics than iCare offers.

ESUPERFUND @esuperfund · Largest direct-to-consumer

$1,099 p.a.Headline annual fee

Multi-assetANZ V2 Plus, eBroking, crypto

Audience. Australia-wide self-directed trustee. Investment-platform-first thinking. Crypto, FX, property, IPO.

Content. Platform integration heavy. Asset class education. Big-brand polish.

Voice. Established, slightly corporate, trust-led.

Where they win. Scale. Bank integration. Deep investment menu. Single-platform consolidation.

Where they miss. Not specialist. Heavy infrastructure. Slower to land regulatory hooks than Blue Chip's social does.

Blue Chip's read. Aspirational scale reference, not direct competition. Blue Chip cannot beat ESUPERFUND on platform integration. Blue Chip can beat them on speed, on alarm-led content, and on named humans.

Tier B · The Specialist B2B Field

SMSF Australia National specialist accounting firm

Class SuperPlatform integration

B2B + B2CWholesale to advisers

Audience. Accountants, advisers, technical SMSF specialists. Wholesale buyers more than direct trustees.

Content. Deep resource hub. Class Super toolkit content. Technical webinars. Long-form education.

Voice. Technical, partner-led, professional.

Where they win. Technical depth. Wholesale credibility. Adviser-facing tools.

Where they miss. Less consumer-direct. Doesn't catch the under-45 trustee shopping by Instagram. Voice is too technical for the new entry-level buyer.

Blue Chip's read. The B2B partner-program model SMSF Australia runs is the template Blue Chip's quiet wholesale channel needs. Productise that lane and Blue Chip captures B2C and B2B at the same time.

SuperConcepts National · Platform + service

40+ yrsIn market

SuperMateOwn portfolio software

Audience. Individuals, advisers, accountants. Tri-channel.

Content. Education-platform-led. SMSF specialist program. Calm, established, slightly old-school.

Voice. Considered, authoritative, decade-deep.

Where they win. Owns the platform layer. Has graduated from service to infrastructure. Education program builds advocates.

Where they miss. Slow on regulatory hooks. Not built for the under-45 trustee scroll. Heavy infrastructure.

Blue Chip's read. Long-term aspirational reference. The service-to-platform pivot SuperConcepts made is the trajectory Blue Chip can take in five to ten years.

SMSF Warehouse National admin-pure provider

Admin + auditStandardised volume model

Older infraDirect fetch returns 403

Audience. Admin-only buyers. Existing trustees needing year-on-year admin.

Content. Functional. SEO-led. No standout brand identity.

Voice. Plain, professional, low-personality.

Where they win. Volume admin pricing. National coverage. Long-running brand.

Where they miss. Invisible socially. No founder. No personality. Dated infrastructure.

Blue Chip's read. Not a real consideration set competitor for the under-45 buyer. Listed for completeness.

Tier C · The Brisbane + Local Field

Walker Hill Brisbane · Full-service accounting + SMSF

Full-serviceSMSF inside business advisory

Branded contentHeavier than most peers

Audience. Brisbane SME owners. High-net-worth locals. Cross-sold from bookkeeping and finance into SMSF.

Content. Branded content marketing arm. Mid-cadence Instagram + LinkedIn. Generalist accounting voice.

Voice. Friendly Brisbane firm, generalist professional.

Where they win. Cross-sell engine inside an existing client base. Brisbane physical presence.

Where they miss. Not specialist. SMSF is one product in a stack of ten. Cannot match Blue Chip's category-focused vocabulary.

Blue Chip's read. Direct Brisbane territory competitor. Differentiator is depth: Blue Chip is SMSF-specialist with AFSL coverage, Walker Hill is one-of-many.

Blue Chip Super (unrelated) bluechipsuper.com.au · Name-collision risk

Different brandSame name, different operator

Issue. Separate operator using the "Blue Chip" name in the same vertical. Search-result confusion risk. Buyers Googling "Blue Chip super" land on the wrong site.

Blue Chip's read. The two new websites need clear branded SEO, JSON-LD organisation schema, and disambiguation copy. Owning "Blue Chip SMSF Brisbane" and "Blue Chip Financial AFSL" as exact-match phrases protects the brand from confusion.

Tier D · Aspirational Brand References

The Brand Blue Chip Should Build Toward Synthesis of Stake + Grow + SMSF Australia + Blue Chip's own assets

The category currently rewards two archetypes: cheap-and-fast fintech and technical-specialist B2B. Blue Chip can build a third: the trusted founder-led Brisbane specialist with AFSL coverage, named humans the buyer already knows by name, alarm-led social content, and a published price anchor that meets the fintech-natives at the door.

The 5.0 across 104 reviews is the trust-mechanic. Tara and Jeff are the human anchors. Troy is the founder face. AFSL 535439 is the regulated moat. Bulimba is the physical destination. The Webflow design system is already in place on the SMSF entity. The only missing piece is the second website that brings the AFSL entity up to the same standard and the funnel that captures every regulatory-hook viewer.

The position is uncontested. The proof is half-built. The two-website rebuild in this proposal closes the gap.

What's Working in This Lane · Format Intel

Alarm-led hooks.
Proof-led conversion.
Built-in deadlines.

We pulled the top fifty pieces of SMSF, super, and personal-finance content across Instagram, TikTok, and LinkedIn over the last twelve months. Then mapped what wins. Here is the read for Blue Chip's exact buyer.

The Four Formats That Carry The Lane

35% Alarm + Answer

"Division 296 starts July 1st 2026." "Your super could be in the 40% tax zone." Specific named threat, specific named date, immediate "here is what to do" answer. The format Blue Chip already runs.

25% Founder Talking Head

Troy to camera in front of the Bulimba office. "Twenty-five years in financial services. Here is what most trustees get wrong." First-person beats branded every time.

20% Named Specialist Spotlight

Tara and Jeff to camera explaining one thing each. "Three things that catch trustees out on year-one lodgement." The buyer already knows their names from the reviews.

20% Lead Magnet Carousel

"Five things to check before you set up an SMSF." Carousel, save-coded, links to a downloadable PDF gated by email. The format that turns a viewer into a list.

What The Top Pieces Open With

Named Threat

"Division 296. The new 40% tax bracket for your super." Specific bracket, specific date, immediate stop-scroll.

Hidden Fee Open

"Your industry fund is charging you forty-thousand dollars a year you cannot see." A dollar number paired with a named hidden cost.

Property Block

"The property investment your industry fund will never let you make." The format works because it names a thing the audience already feels.

Insider Reveal

"Here is the strategy people discuss with advisers that shifts taxable income." Curiosity gap on a topic the buyer feels excluded from.

Named Risk

"One breach can see your entire fund taxed at forty-five percent." Specific consequence, immediate fix-it call-to-action.

Audience Signal · Where The New SMSF Buyer Sits

Who She Is

Thirty-five to forty-four years old. Property buyer or property-curious. Often a small business owner or partnered professional. Earning enough that the industry-fund default option has started to feel like a black box. Has googled "SMSF setup" twice.

Where She Hangs Out

Instagram Reels, TikTok, LinkedIn (if she has a business). Reddit r/AusFinance. Personal-finance podcasts. Industry-fund disclosure pages on a Sunday night.

What Stops Her Scroll

Specific dollar figure plus specific date. A face she might meet. A 5.0 Google rating shown inside the first scroll. A named tax bracket framed as her problem.

What Converts Her

A published fixed fee. A downloadable Division 296 readiness check. A named person on the booking page. The visible Brisbane address. The 104 reviews shown in full.

Australian Finance + SMSF Ad Benchmarks

$18·35CPM · per thousand impressions

$2.50·4.80CPC · per click into landing

$22·55Cost per email capture

$180·400Cost per booked SMSF setup call

Source: aggregated Meta ad performance across Australian SMSF, super, and personal-finance categories. Benchmarks vary by creative quality, audience temperature, and offer maturity. Used as planning input, not as guaranteed outcomes.

At three thousand dollars a month in ad spend, the planning expectation is sixty to one-hundred-and-twenty email captures and fifteen to forty booked discovery calls each month. The Division 296 deadline shrinks every cost by ten to twenty percent because the hook does its own work.

The Play

Two websites.
One brand.
Five funnels.

The legacy WordPress site comes down. Both Blue Chip entities live on the same Webflow design system. A second campaign-led microsite captures every regulatory-hook viewer through Division 296 and the next deadline after that. Five funnels run in parallel underneath.

Blue Chip

Provides the substance only Blue Chip can: Troy on camera, Tara and Jeff named, the regulatory point of view, the real Bulimba office, the AFSL coverage. Raw clips and quotes weekly. We handle everything else.

LOVR

Two website builds, design system extension to bcfinancial.com.au, campaign microsite, content strategy, paid acquisition, reporting. The studio behind the brand.

Cadence

Two website builds over the first eight to twelve weeks. Rolling monthly content and acquisition partnership after launch. Performance reviewed every thirty days. Adjusted against what actually moves the buyer.

The Strategy Stack

Four content pillars.
Five hook patterns.
One ninety-day shape.

The strategy is the part the websites do not show. It is the frame that decides what Blue Chip says, when it says it, where the buyer lands, and what the next click is.

A · The Four Content Pillars Blue Chip Owns

Pillar 01 Regulatory Alarms

Division 296. CSR levy. ATO compliance crackdown. Each one is a built-in deadline and a built-in fear. Blue Chip already owns this vocabulary on social. The website surfaces convert the viewer.

Pillar 02 Founder & Specialist Voice

Troy on camera. Tara on the named-specialist block. Jeff on the year-one-lodgement explainer. Every review names a human. Every page returns the favour.

Pillar 03 Property & SMSF

The property strategy industry funds cannot offer. LRBAs, business-premises rules, the Brisbane property cycle. The single highest-intent buyer hook in the SMSF category.

Pillar 04 Price & Proof

Published fixed-fee pricing on the website. 5.0 across 104 reviews shown in full. Named specialists pictured. The trust mechanics every peer publishes that Blue Chip has been quiet about.

B · Hook Patterns We Test Across The Quarter

The Named Threat

"Division 296 starts July 1st. Here is whether your fund is exposed." Specific deadline, specific cohort, immediate answer.

The Hidden Fee

"Your industry fund is taking forty-thousand a year you cannot see. Here is the math." Numbers do the work.

The Property Block

"Your fund will never let you buy that warehouse. Your SMSF will." Direct head-to-head with the industry-fund default.

The Insider Reveal

"This is the strategy your accountant only tells the partners about." Curiosity gap into a structural advantage.

The Reviewer Voice

"Tara helped one-hundred-and-four people set this up. Here is what she wants you to know first." Named human plus social proof in one frame.

C · Posting Cadence By Platform

Instagram Primary · consumer reach

3 to 4 reels per week, 1 carousel
Alarm-led hook in first 1.5 seconds
Founder content fortnightly
Carousels Mondays for save velocity

TikTok Reach amplifier · new channel

Cross-post every reel, no rework
Voice-narrate regulatory date callouts
Test one TikTok-native skit fortnightly
Lower production, raw energy

LinkedIn B2B referrer · founder + company

Troy-fronted founder page, 2 posts per week
Adviser-referral program content monthly
Document carousels Mondays
Accountants, mortgage brokers, advisers

Email The owned channel

Division 296 readiness drip on opt-in
Monthly trustee newsletter
Adviser-partner monthly briefing
Reviews of new ATO releases as they land

D · Paid Acquisition Framework

Campaign Structure

Awareness · sixty percent · alarm-led reels into cold trustee audiences
Retargeting · twenty percent · founder content and reviewer voices into warm viewers
Conversion · twenty percent · Division 296 readiness ads to opt-in funnel

Targeting Stack

Cold: 35-44 Australians, property-buyer interests, small-business owner audiences, super-fund-comparison researchers
Cold: lookalikes from buyers of competing SMSF services
Warm: 50% video viewers, IG engagers last 90 days, bcsmsf.com.au visitors
B2B: accountants, mortgage brokers, financial advisers across BNE, GC, MEL, SYD

E · The Measurement Frame

Weekly Signal

Reach per post, save rate, send rate, comment depth. Email opt-ins per week. The signals that predict what scales.

Monthly Outcome

SMSF setup enquiries, discovery calls booked, adviser-referral signups, cost per booked call. The numbers tied to revenue.

Quarterly Compound

Brand search volume growth, share of voice against named field, Google review additions, organic traffic to both sites.

What We Stop Doing

If a format underperforms three weeks running we cut it. No defending a pillar that is not earning attention.

The Lead Funnels

Five funnels.
Five buyers.
Five revenue lines.

Blue Chip is not one product. SMSF establishment is one revenue line. SMSF administration is another. General insurance and investment advice under AFSL 535439 is a third. The wholesale referrer channel is a fourth. The Division 296 readiness check is a fifth. Each one needs its own audience, content, and conversion path. The two websites plus the retainer build all five.

01

Direct-to-consumer · the new SMSF trustee

SMSF Establishment Funnel

The thirty-five-year-old property-curious buyer or business owner setting up their first self-managed super fund. Comparing Stake, Grow, ESUPERFUND, and Blue Chip on a Friday night. Picks the one she trusts and can meet in person.

Audience

35-44 Australians, property buyers, small-business owners, partnered professionals. Cold from Meta, Google, TikTok. Warm from podcast and content discovery.

Acquisition

Alarm-led reels into cold. Founder and reviewer content into warm. Lookalike audiences built from buyers of competing SMSF services. Google search-intent campaigns on "SMSF setup Brisbane".

Conversion

Published fixed-fee pricing on bcsmsf.com.au. Named specialist photo plus quote. Direct booking link to a discovery call. 5.0 across 104 reviews shown in full inside first scroll.

Content fuel

Troy founder reels. Tara and Jeff specialist spotlights. Property + SMSF education carousels. Reviewer voice testimonials.

Measured by

Discovery calls booked, setup enquiries per week, cost per booked call, time-to-first-payment.

Revenue line

SMSF establishment fee plus year-one administration. The fastest-onboarding revenue line in the business.

02

Campaign-led · the regulatory deadline

Division 296 Readiness Funnel

Division 296 commences 1 July 2026. Individuals with super balances above three million dollars face an additional fifteen percent tax on earnings above the threshold. Blue Chip already runs the strongest social vocabulary on Division 296 in the category. The dedicated microsite captures every viewer through email and warms them to a paid consultation.

Audience

High-balance trustees and high-income earners approaching the $3M threshold. Existing trustees with complex fund structures. Accountants advising on Division 296 exposure.

Acquisition

"Division 296 starts July 1st" alarm reels into cold. LinkedIn founder content for the high-net-worth viewer. Search ads on Division 296 readiness keywords.

Conversion

Division 296 Readiness Check microsite. Single-purpose landing page. Downloadable PDF gated by email. Calendar-booking direct to Blue Chip Financial Pty Ltd (the AFSL entity) for the personal-advice conversation.

Content fuel

Division 296 explainer reels, Troy-fronted compliance briefings, downloadable readiness checklist, monthly regulatory-update emails.

Measured by

Email opt-ins per week, gated PDF downloads, advice-call bookings to the AFSL entity, cost per qualified high-balance lead.

Revenue line

High-value advice engagements at the AFSL entity. Higher per-engagement margin than SMSF setup. Built-in deadline accelerates the buying decision.

03

B2B referrer · the wholesale partner

Adviser & Accountant Funnel

Accountants, mortgage brokers, and financial advisers have clients asking about SMSFs and do not run SMSF admin in-house. They want a clean white-label partner that does not poach the rest of the client relationship. Blue Chip's wholesale channel is half-built and entirely unmarketed.

Audience

Accountants, mortgage brokers, financial advisers across SEQ. Practice owners and partner-track advisers building their client offer.

Acquisition

LinkedIn Troy-fronted content. Direct outbound to firms with verified SMSF demand. Partner-program landing page on bcfinancial.com.au. Sponsorship of one or two accounting industry events per quarter.

Conversion

bcfinancial.com.au/partners landing page with published referral terms. Downloadable adviser-pack PDF. Direct enquiry form. Single named contact for adviser onboarding.

Content fuel

Adviser-focused LinkedIn carousels. Case-study content showing real partner placements (with permission). Monthly briefing on ATO compliance updates. Co-branded content for partner firms.

Measured by

Partner signups, referred SMSF setups per month, average partner lifetime value, partner retention rate.

Revenue line

Wholesale SMSF setup and admin revenue. Higher long-term value than direct trustee because each partner refers multiple clients per year.

04

Existing trustee · retention + cross-sell

Trustee Retention Funnel

The 104 existing reviewers and the trustee base behind them already trust Blue Chip. Every year they need admin renewal, audit support, and answers when an ATO release lands. The Division 296 deadline forces a conversation. The CSR levy forces another. Owned email plus a portal is how that conversation scales.

Audience

Existing Blue Chip trustees. Lapsed prospects who never completed setup. Past discovery-call attendees who did not convert.

Acquisition

Already-owned email list. Owned customer portal. Direct WhatsApp or SMS for high-value trustees on hot regulatory events.

Conversion

Annual admin renewal upsells. Cross-sell from SMSF Services to AFSL advice. Bare trust setup add-ons. Insurance review through the AFSL entity.

Content fuel

Monthly trustee newsletter. Regulatory update emails. Annual compliance review reminders. Anniversary client-care touchpoints.

Measured by

Renewal rate, cross-sell conversion, average revenue per trustee, time-to-second-engagement.

Revenue line

Recurring administration revenue plus high-margin advice engagements. The most predictable line in the business.

05

Local SEO · the city-by-city build

Location Discovery Funnel

Blue Chip SMSF Services claims service in Brisbane, Gold Coast, Sydney, Melbourne, and Adelaide. Four of those five pages currently show placeholder Lorem-Ipsum copy. Sixty SEO blog posts already point at those destinations. Filling the pages with real content captures organic discovery without paid spend.

Audience

Trustees searching "SMSF Brisbane", "SMSF Gold Coast", "SMSF Sydney", "SMSF Melbourne", "SMSF Adelaide" on Google. High intent, low spend per click compared to broad terms.

Acquisition

Organic search. Local Google Business Profile optimisation. JSON-LD LocalBusiness schema on each location page. City-specific blog posts cross-linked into each destination.

Conversion

Real city-tailored landing pages (800-1,200 words each) replacing Lorem-Ipsum. Local property cycle commentary. Sample local case-study testimonial. Direct booking link.

Content fuel

Five city-specific landing pages. Local-data refresh quarterly. City-tagged Instagram content. Google review prompts for clients in each location.

Measured by

Organic ranking for city-specific search terms, Google Business Profile views and calls per location, location-attributed booking volume.

Revenue line

SMSF setup and admin from non-Brisbane buyers. Long-tail compounding asset that pays for itself over twelve to twenty-four months.

Each funnel runs in parallel. The website rebuilds in this proposal are the foundation that lets all five operate. The retainer is what runs them.

The Work We Run For You

Two builds.
One ongoing partnership.

01 bcfinancial.com.au Rebuild

Full Webflow rebuild of the AFSL entity site. Same Relume design system as bcsmsf.com.au. Brand consistency, modern performance, AFSL disclosure compliance, JSON-LD schema, named-team and named-specialist blocks. AFSL boundary content reviewed with Troy before launch.

OutputLive Webflow site, 1:1 redirects from legacy URLs, full documentation.

02 Division 296 Readiness Microsite

Single-purpose campaign microsite. Lead-magnet PDF, opt-in funnel, retargeting tag, conversion path to AFSL entity. Built so the alarm-led social vocabulary finally has a destination that converts.

OutputLive microsite, gated lead-magnet PDF, email nurture sequence, ad creative ready to run.

03 Content & Creative

The visual and copy layer. Weekly reels, carousels, founder and specialist content, captions, hooks. Built so Blue Chip content lands on-brand without anyone at the firm touching design.

OutputWeekly creative drops, every platform Blue Chip posts to.

04 Acquisition & Reporting

Paid campaigns set up across Meta and Google. Audiences built from competitor and lookalike sources. Spend optimised against the five funnels. Monthly report covering what landed, what scaled, what the next month adjusts toward.

OutputLive campaigns, audience library, monthly performance review.

Build + Monthly Cadence

First eight weeks.
Then every month.

The build runs over the first eight to twelve weeks. The monthly partnership starts the moment the AFSL site goes live. Troy and the team get a predictable rhythm. We get a predictable shipping cadence.

Weeks 1-3

Discovery, brand-system extension, content audit on bcfinancial.com.au. Wireframes signed off. AFSL disclosure review with Troy. Division 296 microsite scoped in parallel.

Weeks 4-6

bcfinancial.com.au design pass, copy production, Webflow build. Division 296 microsite design and copy. Lead-magnet PDF drafted. Staging URLs delivered for review.

Weeks 7-8

QA, AFSL compliance review, 1:1 URL redirects, JSON-LD schema, performance optimisation. Both sites pushed to production. Old WordPress decommissioned.

Month 1+

Monthly retainer kicks in. Strategy lock week 1. Content production weeks 2-3. Ad activation week 3. Performance review and next-month direction week 4. Rolling.

Investment

Two builds.
One retainer.

The website builds are one-time fixed-scope engagements. The retainer is rolling monthly. Ad spend sits with Blue Chip, scoped against the campaigns we run together, and we advise on budget allocation monthly.

Tier 01

bcfinancial.com.au Rebuild

Full Webflow rebuild of the AFSL entity site. Brings both Blue Chip entities onto the same design system.

Webflow rebuild on the existing Relume design system
Up to 12 pages including AFSL disclosure pages
Team and named-specialist blocks pulled from existing photography
JSON-LD schema, Open Graph metadata, performance optimisation
1:1 redirects from every legacy WordPress URL
AFSL compliance review with Troy prior to launch

$10,500 + GST

One-time 50% on commencement · 25% mid · 25% on launch

Tier 02

Division 296 Microsite

A single-purpose campaign microsite plus lead-magnet. Built so the regulatory deadline finally has a destination that converts.

Single-page Webflow microsite, brand-aligned
Downloadable readiness check PDF gated by email
Email nurture sequence (six emails)
Meta and Google ad creative for the launch window
Retargeting pixel and audience build
Direct booking integration with the AFSL entity calendar

$5,800 + GST

One-time 50% on commencement · 50% on launch

Recommended Tier 03

The Pair, Bundled

Both website builds delivered in one engagement window. Same team, same shipping cadence, one set of project-management overheads instead of two.

Everything in Tier 01 and Tier 02
Both builds delivered in a single 8-12 week window
Cross-site content and lead-flow integration
Combined ad creative for launch period
Joint AFSL compliance review
Total saving against Tiers 01 plus 02 combined

$14,800 + GST

One-time bundle Save $1,500 vs Tier 01 + Tier 02 separately

Add-On

Ongoing Content + Acquisition Retainer

The monthly partnership that runs the five funnels after the websites ship. Strategy, content, creative, paid campaigns, reporting. Built so Blue Chip captures every alarm-led social viewer and converts them through the new website surfaces.

Monthly content strategy and pillar refresh
Weekly creative drops across Instagram, TikTok, LinkedIn, email
Founder and named-specialist content production direction
Meta and Google ad campaigns across the five funnels
Audience build and retargeting management
Monthly performance report and next-month direction

$3,800 + GST Per month, rolling

Excludes ad spend Quoted monthly · we advise allocation

Terms

Fees exclude GST. Paid ad spend is client-managed and sits outside the engagement fee. Website builds invoiced on the stage payment terms above. Retainer is month-to-month rolling, either side can give thirty days notice. First retainer invoice issued the month the AFSL site goes live. Subsequent monthly in advance.

What Is Not In Scope

Booking the Meta or Google ad platform subscriptions themselves. Long-form video production beyond founder content shoots inside the retainer. Brand identity changes (already delivered April 2026). AFSL compliance authorship (Blue Chip Financial reviews all licensed-advice surfaces). Email service provider subscriptions and CRM tooling.

The fastest growing SMSF brand in the country.

Twenty-five years.
Two entities.
One trusted name.

The signal is loud.
The proof is half-built.

Twelve players audited.
One position uncontested.

Alarm-led hooks.
Proof-led conversion.
Built-in deadlines.

Twenty-five years. Five-star reviews. One trusted name.

Two websites.
One brand.
Five funnels.

Four content pillars.
Five hook patterns.
One ninety-day shape.

Five funnels.
Five buyers.
Five revenue lines.

SMSF Establishment Funnel

Division 296 Readiness Funnel

Adviser & Accountant Funnel

Trustee Retention Funnel

Location Discovery Funnel

Two builds.
One ongoing partnership.

First eight weeks.
Then every month.

Two builds.
One retainer.

bcfinancial.com.au Rebuild

Division 296 Microsite

The Pair, Bundled

Ongoing Content + Acquisition Retainer