SMSF Setup Service

Considering setting up a self managed superannuation fund (SMSF)?

Taking on more responsibility for your retirement can be an onerous task, that's why we have created a full comprehensive self managed superannuation administration service. We can take away the pain of administration, compliance and reporting for you.

Our comprehensive SMSF setup and administration service includes:

  • Setup of SMSF
  • The SMSF Trust Deed
  • Preparation of associated minutes and documents
  • Setup of bank account with your nominated financial institution
  • ABN, TFN Applications for the SMF
  • ABN, TFN Applications for corporate trustee
  • Bare Trusts
  • Sample Investment Strategy that you can adopt for your SMSF or modify if required
  • Arrange for your existing funds to be rolled into the SMSF
  • Arrange for your super contributions to be deposited into the SMSF
  • Resolutions and minutes to acknowledge the establishment of your SMSF
  • Review of your insurances
  • A meeting with a professional accountant discussing the management and administration of your SMSF
  • Meeting with a qualified financial advisor to discuss investment strategies and help you to establish a cash Account
  • Financial diagnostic of your existing superannuation fund

Find out if a self managed super fund is right for you, contact us to find out more.

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