SMSF SET UP

Making sure your paperwork and records strictly comply with the law at establishment is key to a successful SMSF. Our SMSF specialists will guide you through the process of setting up a new SMSF quickly and efficiently.

SMSF Setup and Structuring

Our SMSF set up service offering includes:

  • Preparation of SMSF trust deed
  • Preparation of minutes and all documentation relating to the establishment of the fund and admission of members and trustees
  • Application for Tax File Number and Australian Business number
  • Providing Trustee Declarations
  • Establishment of SMSF bank account
  • Nomination of beneficiary instructions and forms
  • Establishing corporate trustee
  • Facilitate the rollover from your existing superannuation fund