Superannuation, including SMSF

Self Managed Superannuation Fund (SMSF) vs Other Superfund

Setting up an SMSF

Careful consideration needs to be taken when exploring the option of setting up a SMSF as much more responsibility comes along with it in comparison to other superfunds. This is where our referral partners can determine which option is best for you.

Our licenced referral partners take the following steps to help you set up a SMSF:

  • Determine whether to have individual trustees or a corporate trustee
  • Create the trust and trust deed
  • Appoint your trustees
  • Register your fund
  • Get an electronic service address
  • Prepare an exit strategy

Once the SMSF is set up, our licenced referral partners can offer you extensive advice on contributions and rollovers, investing, paying benefits, winding up and administration.

Contact us if you would like us to introduce you to our referral partner to discuss all things SMSF with you.