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Self Managed Superannuation Fund Set-up

Superannuation is a very complex issue.

Our accounting team at Crowley Calvert & Holmes are a highly dedicated team who specialise in Self Managed Superannuation Funds (SMSF). This means that our SMSF clients can be confident that all compliance matters are dealt with professionally in accordance with all requirements, as well as taking comfort knowing that the best available strategies are implemented focusing on the real purpose of operating your own SMSF.

The proper establishment of a SMSF is an important part of running a complying SMSF as it creates a solid foundation for the fund right from the beginning. Members should be fully involved in this process and know why each step is being taken as an important part of learning about their fund, the superannuation rules in general and their responsibilities as trustee.

Some of the suggested steps required to set up an SMSF are as follows:

  1. Obtain a trust deed
  2. Choose a trustee(s)
  3. Sign a trustee declaration
  4. Nominate members
  5. Provide notices to each member
  6. Register with the ATO who will supply a tax file number (TFN), and an Australian Business Number (ABN) and
  7. Open a bank account.

We understand that your super is your livelihood and we seek to ensure that all opportunities are available to ensure you achieve your retirement goals objectives.

Julie Macpherson is an Authorised Representative (No. 126 4499) And Crowley Calvert & Holmes Pty Ltd ABN 29 625 767 491 is a Corporate Authorised Representative (No. 126 4498) of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL 430062

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Self Managed Super Funds

Self Managed Super Funds offer flexible investment alternatives for those holding reasonable super entitlements. We can help you with setting up a fund and with understanding the important compliance requirements.

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