Our self-directed 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 (optional)
- Documentation of your chosen / self-directed SMSF investment strategy (no advice provided)
- 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 for soft-copy PDFs or $1980 for hard copies of documents.