SMSF Establishment

This service encompasses all of the requirements to establish your SMSF quickly and efficiently allowing you to take control of your financial future sooner. We assist you in completing all of the required documentation and then arrange for the documents to be lodged with the relevant regulatory bodies. This service includes:

  • Introductory information on trustees duties
  • Preparation of a Trust Deed for your fund
  • Product Disclosure Statement (PDS)
  • Statutory Declarations of Trustees
  • Member Applications
  • Minutes from trustees meeting
  • Registration for an Australian Business Number (ABN)
  • Registration of Tax File Number (TFN)
  • Notice of Election to become a Regulated Fund
  • Establishment and registration of a trustee company (if required)

At the conclusion of this process you will have a complying SMSF that is able to receive rollovers from your existing superannuation fund/s. You can then get on with the important task of managing your investments and retirement strategy.