SMSF Setup

SMSF Setup

SMSF Setup - Individual Trustees$550

We require a QROPS Deed for UK Pension Transfers

The ATO is currently auditing about 80% of new SMSFs. This audit process will significantly slow down the issuing of the TFN and the registering of the fund. If your fund is chosen for audit please comply with their requests. We are here to help.

Details of the SMSF

Full Name of Fund

Fund Address

Include Unit/Floor/Bldg, Street No., Street Name, Suburb, State & Postcode

Establishment Date

Date can be left blank when ordering BUT must be filled in when signing the trust deed)

Fund Telephone No.

Proper Law Governing Fund State

Individual Trustee/Member Details

If Trustees are individuals - Please note that to be a regulated SMSF every member of the fund must also be a trustee and therefore must be a minimum of 2 trustees.

Individual/Member 1

Individual 1/Member - Title

Individual 1/Member - First & Middle Name

Individual 1/Member - Surname

Individual 1/Member - Address

Include Unit/Floor/Bldg, Street No., Street Name, Suburb, State & Postcode

Individual 1/Member - DOB

Individual 1/Member - TFN

Individual/Member 2

Individual 2/Member - Title

Individual 2/Member - First & Middle Name

Individual 2/Member - Surname

Individual 2/Member - Address

Include Unit/Floor/Bldg, Street No., Street Name, Suburb, State & Postcode

Individual 2/Member - DOB

Individual 2/Member - TFN

Click to add a third Individual

A SMSF must be run for the sole purpose of providing retirement benefits for the members. No money is allowed to be used for personal use unless a condition of release is met. See below link for more information.

https://www.ato.gov.au/Super/Self-managed-super-funds/Thinking-about-self-managed-super/

Would you like us to apply for an ABN and TFN for your SMSF?

ABN & TFN

No Thanks

Would you like SMSF Guard to be your SMSF administrator

YES

NO

I have checked the information that I've entered for spelling errors and confirm that the information it true and correct.

Signature

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

SMSF
DEED SERVICES

SMSF Setup with a Corporate Trustee (Recommended)

SMSF Setup with Individual Trustees

Trading Company Setup (Required for a Bare Trust)

Bare Trust Setup

Individual Trustees