SMSF Set-up – We here to assist you

Starting a Self-Managed Superannuation Fund (SMSF)

Starting a Self-Managed Superannuation Fund (SMSF) is a significant decision for your retirement savings.

With SMSF Solution, we provide a one-stop of all solutions. We can provide you with information from ATO of what a SMSF can or cannot do.

The following is factual information; it is not a recommendation or advice to setup an SMSF. 

Please seek recommendation from a qualified financial adviser to determine if an SMSF is right for you.

What is an SMSF?

An SMSF is a trust run for the sole purpose of providing retirement benefits to its members.
In the case of an SMSF, the sole purpose is to manage assets of the trust for the benefit of its members (beneficiaries)
when they retire. 

It can be illegal to:

  • access funds early
  • invest in a related business
  • use the fund’s assets – for example, by holidaying in your SMSF investment property
  • be paid for your duties or services as a trustee

Things involved in setting up a SMSF and getting it running

This guideline offers information in all aspects of having an SMSF.

If you have decided to establish an SMSF, we can assist you with the process at no cost.

We do not sell or promote any financial products to our clients. We only prepare & lodge annual tax return for your SMSF.

SETTING UP A NEW SMSF

$850 for Corporate Trustee ; $165 for Individual Trustee
Including:
  • Free Technical guidance on SIS Act & Income Tax Act
  • Full documentation package for SMSF establishment
  • Special purpose company for corporate trustee
  • Trust deed is based on current legislation
  • Registration of ABN & TFN with ATO
  • No exit fees for our services
  • Electronic Service Address

Still having questions about SMSF? Ask Us Here.

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