The path to establishing your SMSF has several steps that we walk your through.

What you do

• Complete Statement of Advice (if necessary)
• Initial meeting with your adviser to set up your SMSF
• Complete application form

Up to 4 Weeks – What we do

• Set up SMSF trust deed
• Apply for Australian Business Number and Tax File Number

What you do

• Second meeting with your adviser to review and sign all documentation including trust deed, minutes, member applications and rollover forms

Up to 1 Week – What we do

• Set up superannuation fund bank account

What you do

• Advise that SMSF is now set up and adviser is ready to implement agreed investment strategy

Continually – What we do

• Portfolio review and monitoring
• Fund administration