The right advice, expert guidance and professional service are never more valuable than when you're establishing your self managed superannuation fund. Getting off to a great start is vital.

Our specialist fund establishment service - makes sure the first steps are the right steps.

At Super Concepts we make sure you're aware of all the guidelines affecting the way you can design your self managed fund. We prepare all the documentation necessary for establishing the fund.

Your complete SuperStart documentation kit includes:

>    Draft Trust Deeds
>    Pro-Forma Product Disclosure Statement
>    Membership Application Forms
>    Consent to Act as a Trustee
>    Binding Death Benefit Beneficiary Nomination Forms
>    Investment strategy guidelines
>    ATO Registration for Superannuation Entities Form. This ATO application is to register for an Australian
      Business Number (ABN), Goods and Services Tax (GST) if applicable, a Tax File Number (TFN), and to
      elect to be regulated under the Superannuation Industry (Supervision) Act 1993 (SIS Act).

If you require a Sole Purpose SMSF Trustee Company to be incorporated, Super Concepts can facilitate this process for you. Simply complete the relevant sections on the application form.

Service Guide: New Fund Establishment

A Question of Control: This booklet should be read by anyone who is considering setting up their own superannuation fund.

FAQs: The Super Concepts Trust Deed - Does it measure up?

Cost
$485

Getting Started
Download and complete the Super Concepts New Fund Establishment form and forward to Super Concepts, contact details listed below.

This form includes sections to complete if you wish to establish a Sole Purpose SMSF Trustee Company, or use any of the ongoing administration packages.

Postal address
Super Concepts Pty Ltd
P O Box 182
FOREST HILL VIC 3131

Email
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Fax
03 9560 2438