Establishing An SMSF

There are tax advantages to be had from a self-managed superannuation fund. We can take you through them and show you how to set up your own fund, including:

• setting up a corporate trustee and trust deed
• applying for a Tax File Number and GST registration
• producing a Product Disclosure Statement and all membership forms
• finding existing super and rolling it into your SMSF
• advising about tax effective investments.

Get a 10% discount by using a Service Plan!

You can roll your Self-Managed Superannuation Fund services into an Agreed Price Service Plan that will save you money, hassle and time. 

The above is general educational information only. The content does not take into account your personal objectives, financial situation or needs. You should consider taking financial advice tailored to your personal circumstances.