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).
- 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.
- 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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