We recommend getting advice first

• Advice should come from an AFS licenced advisor as a formal Statement of Advice (SoA).
• Your personal circumstances, financial objectives, and needs.
• Risk profile
• Identification of risks and issues
• Property considerations
• Duties and responsibilities of trustees
• Comparison of an SMSF to existing superannuation fund(s) and consequences of switching
• Advice about whether an SMSF is appropriate and in your best interests
• Suitability to have an SMSF
• Structure of any SMSF.

From $240#

IF you decide a SMSF is right for you, you may instruct us to setup an SMSF.  Our comprehensive SMSF Setup service leaves trustees free to focus on investment decisions and plans for retirement.

• Quality, fully provisioned SMSF Trust Deed
• Trustee minutes to establish the Fund
• Member applications, Notices of Compliance (for rollovers and employer contributions) and Trustee consents
• Product Disclosure Statement and Non-Binding Death Benefits Nomination forms for each Member of the Fund
• ABN and TFN
• Comprehensive notes explaining the procedures to establish and maintain the Fund, including the execution and lodgment of the prepared documents
• Forms to stamp the Trust Deed with the Revenue Office in applicable states
• Investment strategy template
• Details to open your choice of SMSF cash account (or options for us to setup)
• Trustee Declaration, Key Messages For Trustees forms and Running a self-managed super fund information booklet links
• All documents delivered via links or electronically.

$649 SMSF Trustee Company Option (includes $506 ASIC Incorporation and registration fee)

• A fully tailored set of company registration documents including the quality company constitution,
  relevant Director’s minutes, Director/Secretary consents,  application for shares, share certificates, registers and associated instructions.
• Australian company number (ACN) and a Certificate of Incorporation from ASIC
• Eligible for reduced ASIC annual levy ($55 or $383 for 10 years at Jan 2021).

# Conditions apply. We generally recommend the SMSF Trustee Option is taken rather than having individuals act as trustees. Prior to any SMSF setup, our Engagement agreement requires certain acknowledgements and declarations are made. This aims, for example, at ensuring clients have covered the minimum recommended considerations on this web-page and are well informed prior to deciding an SMSF is suitable.