SMSF Establish

All fund establishment requirements are included as below:

  • Trust deed;
  • Minutes of meetings;
  • Member application(s);
  • Consent(s) to act;
  • ATO trustee declaration(s);
  • SMSF life long compliance documentation;
  • Investment strategy;
  • Signing package;
  • TFN & ABN registration and,
  • GST registration (as applicable).

(Notes):

  1. Comes with your personalised Statement of Advice (SoA) i.e. the financial advice document as only available from a licensed financial planner holding the requisite ASIC RG146, SMSF accreditation.
  2. Additional matters requested by you to be included in the SoA that fall outside the scope of SMSF advice, will incurr additional charges.

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