This service encompasses all of the requirements to establish your fund quickly and efficiently and get you on your way to taking control of your financial future. Specifically, it includes:

• Introductory information on trustees duties
• Preparation of a Trust Deed for your fund
• Statutory Declarations of Trustees
• Member Applications
• Minutes from trustees meeting
• Registration for an Australian Business Number (ABN)
• Registration of Tax File Number (TFN)
• Required notification to ATO
• Preparation of Investment Strategy
• Guide to Estate Planning within a SMSF
• Preparation of Product Disclosure Statement

At the conclusion of this process you will have a complying SMSF that is able to receive rollovers from your existing superannuation plans, which you can then invest according to the fund's Investment Strategy