One off payment: $990 (incl GST) for Individual Trustees or $1650 (incl GST) for a Corporate Trustee.
Sets up a complying SMSF that is able to receive rollovers from existing superannuation plans, which you can then invest according to the fund’s Investment Strategy.
- Introductory information on trustees’ duties
- Prepare a Trust Deed for the fund
- Facilitate incorporation of a company to act as trustee
- Member Applications
- Minutes from trustees meetings
- Register your Australian Business Number (ABN)
- Register your Tax File Number (TFN)
- Prepare Product Disclosure Statement
- Investment Strategy templates
- Death benefit nomination forms.
