All fund establishment requirements are included as below:

• Trust deed;
• Corporate trustee (where applicable);
• Minutes of meetings;
• Member application(s);
• Consent(s) to act;
• ATO trustee declaration(s);
• SMSF life-long compliance documentation;
• Fund investment strategy and member’s life insurance review template;
• Signing package;
• TFN & ABN registration and,
• GST registration (as applicable).

(Note): From time to time as may be necessary, we can arrange for you to receive a 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.

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