Self Managed Super Funds (SMSFs) are currently the fastest growing sector of the Superannuation market, as investors continue to look for more control of their investments. However, there are a number of trust law and legislative requirements involved in setting up a self managed superannuation fund. If you are thinking about setting up a fund, you may find it useful to consult a financial planner before committing to this option.
Our affiliated SMSF providers can help you run through all aspects of the set up process, including:
- Establishing Trust Deeds
- Members’ applications
- Trustee minutes
- Statement by trustees
- TFN & ABN application
- Election to become a regulated super fund
- Discussion regarding how SMSF’s operate and allowable investments
Our ongoing service ensures your SMSF remains compliant whilst providing you with options for the most appropriate and tax efficient investments.