SMSF FORMATION
There’s a lot to consider before you setup and SMSF formation and we’re here to help!
Our service encompasses all the requirements to establish your fund quickly and efficiently and get you on your way to taking control of your financial future. Specifically, our expert SMSF team will cover:
- Introductory information on the trustee’s duties
- Preparation of a Trust Deed for your fund
- Statutory Declarations of Trustees
- Member Applications
- Minutes from trustee’s 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 an SMSF
- 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
get in touch
To get in touch with us today, simply use the contact form below and our team will get back to you as soon as possible.