Unlock Your Retirement Potential
SMSF Establishment Services
Are you ready to take control of your retirement savings and maximize your investment opportunities? Look no further! Our SMSF Establishment Services are designed to simplify the process of setting up a self-managed super fund (SMSF) and provide you with the necessary documentation to ensure compliance with super and tax laws.
A self-managed super fund (SMSF) offers you a unique way to save for your retirement. Unlike other types of funds, the members of an SMSF are usually also the trustees. This means you have the power to manage and make investment decisions for the fund, tailored to your specific financial goals.
Our Comprehensive SMSF Establishment Services
We are here to make the process of establishing your SMSF as seamless as possible. Our experienced team will assist you with the preparation of all the essential documentation, including:
- SMSF trust deed
- Product Disclosure statements
- SMSF setup documents
- ATO declaration form
- Corporate trustee ACN registration
- Company Constitution
- Company setup documents
- Bare Trust setup documents
- Limited Recourse Borrowing Arrangements
- Death Benefit Nominations
- Reversionary Pensions
- Technical support
And there’s more…
In addition to the documentation, we offer a range of services to ensure your SMSF is fully operational, including:
- Setting up a Bank Account
- Obtaining and Registering for Electronic Service Address (ESA)
- Establishing a Compliant Investment Strategy
- Applying for ABN and TFN and registering with ATO
Why Choose Our SMSF Establishment Services?
Easy & Efficient Process
Setting up an SMSF can be complex, but with our dedicated team and streamlined process, we make it easy for you. We will provide you with all the required documentation and support you need at every step of the way.
Extensive Expertise
Our team consists of SMSF specialists who have in-depth knowledge of the legal and regulatory requirements surrounding SMSF establishment. We will ensure your fund is set up compliantly and we’ll give you all the information you need to make informed decisions.
Prompt Support
If you have any questions or encounter difficulties during the setup process, our SMSF specialists are available to provide prompt assistance via phone, email, or online chat. We pride ourselves on delivering excellent customer service.
Affordable Solutions
We offer transparent and competitive pricing for our SMSF establishment services. Our goal is to provide you with value for your money while delivering high-quality results.
Take the First Step Towards a Secure Retirement
Establishing a SMSF is an important decision that requires careful consideration. It’s crucial to understand the responsibilities and commitments involved. Conducting thorough research and consulting with a licensed financial adviser is highly recommended.
Download the ATO guide here to help you decide if a self-managed super fund (SMSF) is right for you.
Contact our SMSF setup experts today on 03 9008 7500 or fill in the form below for more information.
