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