Self-managed superannuation fund (SMSF) setup

Our specialist SMSF advisors are able to assist individuals establish a SMSF and advise on appropriate steps to be taken and potential impacts of the fund establishment process.


 

The following steps should be considered in establishing a SMSF:

  •  Seek professional advice
  •  All members of the SMSF should become aware of their obligations as SMSF trustees
  •  A trustee is appointed to the fund, which can be individuals or a company
  •  A trust deed is prepared by a suitably qualified solicitor
  •  The SMSF applies for an ABN, TFN and regulation as a SMSF
  •  A bank account is opened in the name of the SMSF
  •  Investment objectives of the fund are set, taking account of cash flow, liquidity, risk & return
  •  The insurance requirements of the members are considered
  •  The members consider how the establishment of the SMSF may impact on their estate plans and review their wills and other documents where necessary

We are able to assist SMSF trustees with the establishment of a new fund by assisting in the coordination of all of the above steps.



    

 
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This page has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.

As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy.  
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