SMSF Setup

Superfund Partners can quickly and easily set up a new SMSF for you.

Service Description

Our comprehensive SMSF setup service includes:

  • Completion of all necessary forms, minutes and declarations
  • Provision of professional binders for the SMSF and trustee company (where applicable)
  • Set up of a bank account for your new SMSF
  • Assistance with rollovers to transfer your existing super to your SMSF
  • Optional review of your personal insurances with one of our specialists
  • Documentation of your SMSF investment strategy
  • Complimentary consultation with one of our specialist advisers (in person or over the phone)
  • Determining the most appropriate trustee structure for you – individuals or special purpose company?
  • Incorporation of a special purpose SMSF trustee company (where applicable) including ASIC company registration fee
  • Provision of a high quality, strategically written SMSF trust deed
    Australian Business Number (ABN) and Tax File Number (TFN) application for the SMSF
  • The applicable fee to establish a new SMSF (with trustee company) is $1650 inc. GST

 

Establish your SMSF online

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Video – What’s involved with an SMSF

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Details

Updated:
12/10/2015
Situation: