SMSF Setup

Do you want to create your own SMSF?

We can setup your Self Managed Super Fund for you!

We will prepare and lodge all the required documents for establishing your SMSF including:

* Superannuation deed prepared by the solicitors
* Membership application forms
* Notices to members
* Consent of Trustees
* Trustee declarations
* Statement of consent to appoint as trustee
* Applications to become a member of a fund
* Tax File Number application
* Guide to your duties and responsibilities as a superfund trustee
* Proforma minutes for recording minutes of meetings

This short video from the ATO will provide you with some information about what is required with your SMSF setup.


Go To “Downloads” to get the SMSF Setup Request or to learn more about SMSFs go to SMSF education.