SMSF Establishment

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.