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Self Managed Super Fund

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.