SMSF Setup

Take Control - SMSF Set-UpThere are many factors which you should consider when making the decision to setup a Self-Managed Super Fund (SMSF) which our specialist advisers will be able to discuss with you.

If you decide that a DIY fund is right for you, on application we will provide you with the follow:

+ Trust Deed
+ Sole Purpose Trustee Company (if required)
+ Australian Business Number application
+ Tax File Number application
+ Trustee minutes
+ Member applications
+ Beneficiary nomination forms
+ Document your Investment Strategy
+ Bank account set-up
+ Rollover instructions

Setup cost starts at $275 for individual trustees or $990 for a sole purpose trustee company trustee. Unsure which is best? Don’t worry, our specialist SMSF advisers will go over the pro’s and con’s with you at no charge.

To setup your SMSF and appoint smsf options as your administrator, complete our application form here

For further assistance in completing the application form or to arrange a meeting, contact us today.