SMSF Setup

Our SMSF team can assist with the formation of a Self Managed Superannuation Fund. Our SMSF accountants have formed over 200 funds and can provide complete guidance on the formation of an ATO regulated SMSF.

Our relationships with trusted law firms ensure the SMSF documents our clients execute are legally sound and complete. As part of the SMSF set up process we carryout all necessary SMSF registrations including ABN, TFN & GST (if applicable) and can assist with the appointment of an auditor.

As part of our SMSF set up process we provide resources to clients to ensure they understand their trustee responsibilities & the record keeping requirements applicable to a Self Managed Superannuation Fund.