Self Managed Superannuation Funds: How do I set up an SMSF?

You tell us and we do the rest. Prior to this decision we will discuss and consult with you to ensure an SMSF is right for you and the objective(s) you are trying to achieve.

We will handle the process, summarised here, and provide you with all documentation:

1. Agree on the SMSF set up cost;
2. Agree on name for new Fund;
3. Set up the Fund and a Company as Trustee.
   (Sample Name. XYZ Super Pty Ltd AS TRUSTEE FOR XYZ Super Fund);
4. Apply for ABN and TFN for the Fund;
5. Setup a new bank account for your SMSF;
6. Appoint us as the adviser so we can access your current fund details and review your current super position, including life insurance;
7. Organise rollover paperwork for both super and life insurance;
8. Organise new life insurance if the existing life insurance is not transferrable;
9. Receive the rollovers from the other funds;
10.  We will provide you with some investment options for your money and start investing (Cash/Term Deposits, Shares; and/or Property); finally
11.  Once your fund is setup, we will provide you with a Complying Fund Letter to give to your employer so future SG Levy contributions (currently 9.5%) are paid directly into your new SMSF.