SMSF Establishment

We can step you through the full process of establishing your SMSF.  We want to give you peace of mind that your fund will be the best savings vehicle to achieve your retirement goals while remaining a complying superannuation fund.

Why Us?

We provide a specialised service in SMSF Administration and Strategic Advice and can provide you with a complete SMSF Administration service working collaboratively with your accountant or financial planner if you have appointed one.

As authorised representatives of SAN and registered tax agents, we can provide the following services to clients:

SMSF Personal Strategic Advice
SMSF Establishment
  • Trust Deed establishment and update service
  • Administrative support
SMSF Administration
  • Monthly onshore transaction processing and automatic daily market value updates as part of your annual administration
Taxation Services
  • Preparation and lodgement of SMSF Annual Returns
  • Preparation and lodgement of BAS/IAS

Process of Establishment

Establishing a SMSF is just like buying a car, it’s a very big decision and there is a multi-step process that we can guide you through:

1.

Provide personal strategic advice on the establishment of an SMSF including the cost of establishment.

2.

Determine trustee structure and appoint trustees.

3.

Create the trust and trust deed.

4.

Prepare trustee declarations.

5.

Register fund and apply for ABN, TFN and GST/PAYG if applicable

6.

Opening your bank account.

7.

Provide Electronic Service Address to employer.

8.

Prepare an Investment Strategy, Nominations of Beneficiaries Form, and review your insurance needs.