$990 (incl. GST) for Individual Trustee
$1650 (incl. GST) for Corporate Trustee
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.
