Super Junction

STEPS INVOLVED IN SETTING UP YOUR SMSF

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

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

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

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

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.

DISCLAIMER

Any content on this website or the services that we offer should not be considered Financial Advice. Please click on the button to read more about our disclaimer. By using our website or our services, you acknowledge that you understand that we are not providing you with any financial advice or services.