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How we can help

What is a SMSF?

A self-managed superannuation fund (SMSF) is exactly as the name implies – it is a superannuation account that you manage yourself. It is a superannuation fund with a dedicated bank account, containing your own historically collected superannuation funds, that you control as the appointed Trustee(s).

It is a new legal entity, separate from yourself. It forms a legal relation between you (as Trustee), your investments vehicle (the new SMSF) and the Australian Taxation Office (ATO). It is an investment vehicle that permits you, as Trustee(s), to invest in a wide range of investment categories.

What can my SMSF invest in?

Investment permitted by the ATO include:

  • Property
  • Shares
  • Certified Loans
  • Collectables such as wine, stamps, art and antiques
  • Gold and other precious metals
  • Cryptocurrency
  • Term Deposits
  • Other Super Funds

How much does it cost?

$2,700 (+GST) All Inclusive and the best part is that your new SMSF pays the set-up fees. After the SMSF is created the new fund is charged $2,700 for its creation. Money out of your pocket is effectively zero. Your SMSF has paid for its own creation at a total cost of $2,700 all inclusive.

Documentation We Will Arrange

  • The SMSF Trust Deed
  • Set up of Company to act as Trustee
  • Obtain ACN for new company
  • Appointment of Trustees
  • Trustee Declaration(s)
  • Lodegment of an Election for your SMSF to become a Regulated SMSF
  • ATO Application to obtain a Tax File Number for your SMSF
  • ATO Application to obtain an Australian Business Number for your SMSF
  • Sample Investment Strategy that you can adopt for your SMSF or modify as required
  • Resolutions and minutes to acknowledge the establishment of your SMSF
  • Application to establish a Bank Account with whichever bank you nominate

Control Your Own Money

Control your own money. Gain the flexibility to invest in a much wider range of investments than Industry or Retails Funds can ever provide – including Real Estate. We do not provide financial or investment advice. We are not affiliated with any Financial Institution or Financial Advisers of any description whatsoever. We do one thing and one thing only, create and package your SMSF and then hand it to you on a silver platter. Total control is then yours. We will provide you with a full Certificate of Compliance from a Registered Auditor so you know that the SMSF has been setup according to all legal and tax requirements and is legislatively compliant. That Registered Auditor has Professional Indemnity Insurance to guarantee his Certification of Compliance for the newly created SMSF. Our Team of Professionals have over 50 years of combined experience in setting up SMSFs. Free telephone consultations are available

Did you know that you can buy property using your superannuation?

You take control of your super and invest in property of your choice.

We will show you how to set up your own Self Managed Super Fund to purchase investment property.

Our property assessment report details how much property your super can buy and explains how. Complete the Assessment Request Form and we will send you a free comprehensive report tailored especially for you. GET YOUR SMSF PROPERTY REPORT HERE.