Setting Up A Self Managed Super Fund

Setting up a self managed super fund can be a complicated challenge, with many rules and regulations to adhere to.  Our SMSF Specialist advisors TM are at hand to do all the hard work.  We do not provide free set up as we set up most SMSFs as a corporate trustee (company structure) due to the many advantages surrounding this. See corporate trustee v individual trustee. 

We can help to establish the self managed super fund in the best structure for the trustee needs. Whatever your intended SMSF strategy, whether you are looking to set up the superannuation fund for property investment, shares, gold, artwork etc we can help to ensure that the SMSF set up, strategy and ongoing administration is suitable for your needs and legally compliant.

Our team offer a free initial meeting (or call) to discuss your needs and ensure that a self managed super fund is suitable for your financial success. Call or Email us

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Once you have signed the documentation and spoken with our specialists, and decided on the name of the self managed super fund we shall complete all the necessary requirements for you, including:

  • Obtaining a trust deed and appointing trustees (who must be members)
  • If necessary, setting up a trustee company and obtaining an ABN
  • Elect to become a regulated fund
  • Obtain all the necessary registrations from the ATO
  • Set up bank account for the fund
  • Assist you in establishing an investment strategy and other requirements for the fund
  • Obtaining your rollover or transfer monies from your existing superannuation funds
  • We give you training to assist your understanding of your responsibilities
  • Our team can also help with ongoing financial planning

The Australian Tax Office (ATO) also offer a variety of useful guides for people looking to set up a SMSF.