Setting up a new SMSF

Setting up a new SMSF

Setting up a new SMSF requires a few things to be put in place to ensure it complies with superannuation laws.  We can help make the set-up process easier for you by providing a Welcome Kit containing the forms and documents you’ll need to get started.

The Welcome Kit includes:

  • A Trust deed for your SMSF
  • Declarations for trustees, or directors of the corporate trustee, of the fund, that they understand their duties as an SMSF trustee
  • Written consents from members to act as trustees or directors of the corporate trustee of the fund and declarations that they are not “disqualified persons”
  • Minutes for the first meeting of trustees
  • Applications for membership of the fund

In addition we also help with other activities required to set up an SMSF, such as:

  • Applying for a fund’s Australian Business Number (ABN) and Tax File Number (TFN)
  • Registering the fund for GST (if required)
  • Setting up a company to act as a corporate trustee (if required)
  • Providing assistance with rollovers from your other superannuation accounts
  • Arranging for the establishment of a linked cash account for your SMSF



Register for our SMSF Insights program

Our SMSF insights explain the differences between SMSFs and other super options and the ins and outs of operating an SMSF.

*required field

Email*

First name*

Declaration*