Why choose a SMSF? By establishing a Self-Managed Super Fund (SMSF), you gain the autonomy to make your own investment choices while assuming the responsibility for compliance with applicable superannuation and tax regulations. You Maintain Control Setting up an SMSF doesn't require a legal minimum balance, offering flexibility for your financial planning. This feature allows for greater accessibility and personalised financial strategy. No Legal Minimum Balance You have the option to select from one of the following trustee structures for your SMSF: Choice of Trustee Structure
· Up to 4 individual trustees
· A corporate trustee We help you weigh the pros and cons and offer a roadmap tailored to your financial objectives Considering an SMSF?
Set up your SMSF Step 1: Complete the Application Form with the help of our of expert team. Six Steps
Step 2: Our team will prepare the documentation for you to sign.
Step 3: Your SMSF will have an ABN, TFN, bank account and broker account.
Step 4: Once your SMSF has been established, you will receive login details to the client portal.
Step 5: You can choose to rollover your existing Super benefits and commence making contributions to your SMSF.
Step 6: You can begin investing through your SMSF.