Setting Up Your Self Managed Super Fund (SMSF)
Setting up an SMSF correctly is critical in ensuring compliance with the superannuation and tax laws in Australia as well as determining the success of your personal investment strategy.
To set up and establish a new SMSF account, there are important decisions to make and a number of mandatory steps that need to be completed from appointing your trustees and determining a trustee structure, to registering with the ATO, setting up a bank account, rolling over any super funds you may already have as well as preparing investment and exit strategies.
SMSF setup can be complicated and with the above mentioned steps being assessed annually, you can see why it’s important to seek professional guidance from qualified and experienced SMSF specialists such as SuperSense.
Why Use SuperSense?
Planning for your future and retirement, is a significantly important step in your life, and we want to be there for you during your superannuation journey. We are dedicated to working closely with you to assist you in achieving your desired retirement goals.
The set-up of an SMSF requires the accurate completion of critical paperwork, compliance checks as well as investment and retirement strategy plans. By choosing to work with SuperSense you can access expert advice on how best to set up your SMSF, put together an investment strategy and plan for your retirement.
By working with SuperSense, you can access up to date industry advice on how best to set up your SMSF including an investment strategy to complement your advice. We have the required tools, knowledge, and experience to set up a new fund or transfer an existing fund with ease.
Partnering with our knowledgeable and friendly SuperSense team to setup your SMSF, will provide you with the confidence and control to make the decisions you need to ensure a secure financial future.
Our specialised superannuation team are licensed and have helped hundreds of Australians with their SMSFs over the past 15 years. We can assess your unique financial situation, trustee arrangement and retirement plans, to ensure that an SMSF is right for you.
What is included?
We understand the importance of setting up an SMSF correctly to ensure you meet your future financial goals, which is why we are here to help you through the process and provide the following services:
- Arrange for the preparation of the legally required Statement of Advice prior to setting up the fund
- Discuss the best trustee structure for your circumstances
- Set up trustee company (if necessary)
- Liaise with the lawyers for the preparation of the trust deed
- Complete all the necessary ATO forms
- Assist you with rolling money over to your newly set up SMSF