SMSF SETUP

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A Self-Managed Super Fund (SMSF) is a type of superannuation fund in Australia that is managed by its members, who also act as trustees. It allows individuals greater control over their retirement savings and investments in comparison with regulated superannuation funds.

SMSF Setup

1
Complete your company setup via our online form
Have your TFN and ID ready. We provide you with an ASIC registered agent to assist you.
2
Sign your SMSF trust deed
Electronically sign your trust deed and other SMSF setup documents.
3
ATO registration
We will apply for an ABN and TFN for your SMSF and register it for contributions and transfers on your behalf.
4
SMSF bank account
We can submit applications for your cash management and investment accounts.
5
Transfer existing super
Open a bank account in the name of your SMSF to manage the fund's transactions and investments
6
Appoint an auditor
Appoint an approved SMSF auditor to conduct an annual audit of your fund.

SMSF Setup Fees

Company Trustee
$1,480

This fee can be refunded to you from your superannuation money.  

Service Package Includes
Establish proprietary limited company
Provide SMSF trust deed and connected documents
Apply for ABN and TFN for SMSF
Register SMSF with ATO
Send applications to establish bank account for SMSF
Connect with SMSF auditor