Self Managed Super Fund
We will work with you in every stage of the Self-Managed Super Fund, each at a Fixed Price. From the initial consultation, discussing your particular situation and meeting your requirements, to setting up the Fund, and annual record keeping and lodgement.
- SMSF Set up:
- Application for SMSF and required companies
- Preparation of SMSF Trust Deed
- Acknowledging the establishment of SMSF with Resolutions and Minutes
- Appointment of Trustees & Members, including declaration of both
- Company Establishment with ASIC
- Tax File Number application with the Australian Taxation Office
- Australian Business Number application with the Australian Taxation Office, including for related companies
- Registration for Super Stream
- Application to establish a bank account (with St George)
- Assistance with establishing a Broker Account with either EBROKING or CommSec (shares)
- SMSF Administration, Accounting & Audit
- Financial Planning Advice and ongoing assistance
- Monthly recording of transactions, within the office- no action required from the client.