$1250 for Individual Trustees or $1850 for a Corporate Trustee.

This establishes a complying SMSF that is ready to receive rollovers from existing superannuation plans or commence with large non concessional contributions.

  •  Introductory information on trustees’ duties
  • Prepare a Trust Deed for the fund
  • Facilitate incorporation of a Company to act as Trustee
  • Member Applications
  • Minutes from Trustee meetings
  • Register your Australian Business Number (ABN)
  • Register your Tax File Number (TFN)
  • Prepare a Product Disclosure Statement
  • Provide investment strategy templates
  • Provide Death Benefit Nomination forms.

Accountants cannot provide advice to establish a SMSF or investment. If you require this type of advice, please refer to our section titled Wealth Creation.