Steps involved in setting up your SMSF

Step 1 - SMSF Structure

Step 3 - Fund Established

Step 1 - SMSF Structure

Think About the following points

Who will be the members (between 1-6).
Trustee Type - Individual or Corporate?

Step 2 - Apply Online

Step 3 - Fund Established

Step 1 - SMSF Structure

You can set up your SMSF by just clicking on the Apply Online Button on our website. We take care of everything else in the background.

Step 3 - Fund Established

Step 4 - Open a bank Account

Once the application for SMSF is submitted, we will provide you with SMSF establishment documents and get your fund registered with ATO.

Step 4 - Open a bank Account

Open a Bank account in your SMSF name. One of the most important requirements is that SMSF money should be kept separately from personal money.

Step 5 - Rollover to SMSF

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

Provide us with your Bank Account details to update on the ATO portal and your retail/industry fund details where you want to transfer money from.

Step 6 - Investing

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

As tax agents are not licensed to provide financial advice, you as Trustee can make Investment decisions or we can refer you to a trusted financial adviser.

Steps involved in setting up your SMSF

Step 1 - SMSF Structure

Step 3 - Fund Established

Step 1 - SMSF Structure

Step 2 - Apply Online

Step 3 - Fund Established

Step 1 - SMSF Structure

Step 3 - Fund Established

Step 3 - Fund Established

Step 4 - Open a bank Account

Step 4 - Open a bank Account

Step 4 - Open a bank Account

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

Step 6 - Investing

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

Disclaimer

Apply Online for New SMSF

Fast and Easy Process

Steps involved in setting up your SMSF

Step 1 - SMSF Structure

Step 3 - Fund Established

Step 1 - SMSF Structure

Step 2 - Apply Online

Step 3 - Fund Established

Step 1 - SMSF Structure

Step 3 - Fund Established

Step 3 - Fund Established

Step 4 - Open a bank Account

Step 4 - Open a bank Account

Step 4 - Open a bank Account

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

Step 6 - Investing

Step 4 - Open a bank Account

Step 5 - Rollover to SMSF

Disclaimer

Apply Online for New SMSF

Fast and Easy Process

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