More details can be found
You can turn off your cookies collection and tracking in your browser settings.
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