SMSF set-up
The deed, corporate trustee, registrations and bank account, once you and your adviser have decided an SMSF suits you.
What's included
- SMSF trust deed and corporate trustee
- Trustee declarations
- ABN, TFN and electronic service address
- Rollovers from your current funds coordinated
- An investment strategy template for the trustees to complete
How it works
- 1We prepare the deed and trustee company
- 2Trustees sign the declarations
- 3We register the fund
- 4Rollovers come in, and the fund is ready to invest
Questions
Common questions
General information only, not advice for your situation. Rules change; we check what applies to you.
Is an SMSF right for me?›
We cannot recommend whether you should have an SMSF, because that is financial product advice and we are not licensed to give it. A licensed financial adviser can. Once you have decided, we set it up and run it properly.
How many members can an SMSF have?›
Up to six.
Related
Talk to us about this service
Confidential · No obligation · Registered tax agent 26173619