SMSF Establishment

SMSF ESTABLISHMENT

Thinking of setting up an SMSF?

There can be a significant amount of paperwork between deciding to establish an SMSF and having a fund that is ready to operate.

We can coordinate the establishment process and help you understand the administrative steps involved.

Depending on your circumstances, this may include:

01

SMSF trust deed

02

Individual or corporate trustee structure

03

SMSF trustee company establishment

04

ABN and TFN applications

05

SMSF bank account establishment guidance

06

Superannuation rollover administration

07

Employer superannuation choice documentation

08

Bare trust and custodian company establishment where required

09

Coordination with your accountant, financial adviser, solicitor or lender where appropriate

IMPORTANT INFORMATION

We provide SMSF administration and factual information. Where financial, taxation or legal advice is required, we will recommend that you obtain advice from an appropriately qualified or licensed professional.

Learn About Establishing an SMSF →