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SuperStart
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.
Advice and documentation
With SuperStart, we make sure you're aware of all the guidelines affecting the way you can design your self managed fund. Then 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
- ABN 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).
Cost
$473 plus postage
FAQs: The Super Concepts Trust Deed - Does it measure up?
Getting started
Download and complete the form To Set Up A Fund and forward to: Super Concepts Pty Ltd, PO Box 182, Forest Hill VIC 3131
To find out more
Contact Us by email or call 1800 625 644 if you would like more information on SuperTrack or our complete suite of Super Concepts services.
Contact us today. It's the surest way to put your mind at ease.
A must read for anyone wanting a plain English guide to self managed superannuation.
