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
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