Assistance is provided throughout the entire setup process and we supply you with all documents essential for the establishment of a complying fund for up to 4 members.

Your fund will be in accordance with the legislative requirements yet will be flexible enough to suit your individual needs.

Our SMSF establishment fee includes:

• Coordinating the establishment of a complying trust deed
• Establishing a Tax File Number and Australian Business Number election to become a Regulated Super Fund
• Notice of consent to act as a Trustee
• Resolutions to establish the fund
• Death benefit nominations - both binding and non binding
• Assistance with the creation of a SMSF bank account
• Assisting with the set-up of the most viable insurance cover for your SMSF
• Incorporating a new company as trustee if this structure is selected over having individuals as trustee

Benefits of Setting up an SMSF
Ongoing Costs