Establishing a Self-Managed Super Fund

Setting up an SMSF gives you greater control and flexibility over how your retirement savings are invested, but it also comes with additional responsibilities.

An SMSF can have between 1 and 6 members, and all members must act as trustees, meaning they’re responsible for the fund’s decisions and compliance with super and tax laws.

If an SMSF is suitable for you, we will help to:

• Establish a legally valid trust deed outlining how the fund will operate, who can be a member, how benefits are paid, and what types of investments are permitted
• Outline a clear investment strategy that aligns with your unique circumstances, financial goals and risk appetite
• Ensure you are meeting all compliance and trustee responsibilities with confidence

Our team can handle the entire setup process for you, from documentation and compliance through to ATO registration and fund establishment.