SMSF Structures
Lets get startedEstablishment Steps
Is an SMSF Right for you?
Setting Up the Structures
Applying for ABN & TAX File Numbers
Rolling funds into your SMSF
Establishment Options
Platinum SMSF Establishment – $2,475 (Recommended)
Don’t leave your retirement strategy to chance. The reality is SMSF can be complicated and there are many factors which you should consider when making the decision to setup a Self-Managed Super Fund (SMSF). Getting in wrong can have significant financial consequences.
Our Platinum SMSF establishment option includes a dedicated licensed adviser to access the suitability of an SMSF and guide you during the entire process.
Standard SMSF Establishment – $440-$1,210
For those that already have an in depth knowledge of SMSF’s and the establishment process and understand the risk involved.
On application we will provide you with the follow the structures required to get started on your DIY retirement journey.
LRBA Advice – $990, or free with Platinum SMSF Estblishment
For those considering purchasing a property with a Limted Recourse Borrowing Arangement (LRBA) and don’t want to don’t want to leave the numbers to change.
A dedicated licensed adviser will access your proposed property, conduct a cash flow anlaysis and advise your on the suitability of an LRBA for your fund.
LRBA Documents – $1,650
For those that already have an in depth knowledge of LRBA’s, the acquisition process, cash flow forecasting and understand the risk involved.
On application we will provide you with the structures required to complete the purchase your property with borrowings.
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