Establishing a Self-Managed Superannuation Fund (SMSF) is a rigorous process that involves several key steps.
Individuals interested in creating an SMSF access our services to manage the entire process for them from start to finish. The includes key steps such as:
• trust deed creation
• appointing trustees
• obtaining essential identifiers such as an Australian Business Number (ABN) and Tax File Number (TFN)
• opening a bank account
• conducting your rollover of members accounts
• writing a comprehensive and compliant investment strategy
• placing investments
• If required establishing the specialised structure require for borrowing by the SMSF
We play a pivotal role in simplifying the establishment process. Leveraging our expertise, we guide our clients through the regulatory requirements, assist in the creation of necessary documentation, and ensure your SMSF is compliant and ready to invest for your future.
