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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
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