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There’s a lot to consider before you setup an SMSF and we’re here to help! The following video summarises what’s involved with an SMSF.

Our service encompasses all of the requirements to establish your fund quickly and efficiently and get you on your way to taking control
of your financial future. Specifically, it includes:

  • Introductory information on the trustees duties;
  • Preparation of a Trust Deed for your fund;
  • Statutory Declarations of Trustees;
  • Member Applications;
  • Minutes from trustees meeting;
  • Registration for an Australian Business Number (ABN);
  • Registration of a Tax File Number (TFN);
  • Required notification to ATO;
  • Preparation of Investment Strategy;
  • Guide to Estate Planning within a SMSF; and
  • Preparation of a Product Disclosure Statement

At the conclusion of this process, you will have a complying SMSF that is able to receive rollovers from your existing superannuation plans, which you can then invest according to the fund’s investment strategy

SMSF Formation

SMSF Administration

SMSF Strategy

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