Set up your SMSF

We support you through every stage of the process and provide you with the full documentation necessary for the establishment of a complying superannuation fund for up to 4 members, according to legislative requirements while being flexible enough to suit your individual needs.

We will assist you to set up a self-managed super fund which includes:

  • arranging for the establishment of a complying trust deed for your super fund
  • registration of a Tax File Number and Australian Business Number
  • lodgement to become a regulated super fund
  • notice of consent to act as a Trustee
  • resolutions to establish the fund
  • binding death benefit nomination
  • establishment of a bank account
  • establishment of insurance cover under your SMSF
  • arranging for the establishment of a new company to act as Trustee for your personal super fund if required instead of individual Trustees

For the further information about the set up costs and ongoing costs please contact our office on (03) 9735 0077.

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