Quick and easy SMSF setup.
More Australian’s than ever are switching to self-managed super funds because of the powerful freedom they provide to shape your own investment strategies around your unique financial goals, lifestyle needs, and risk appetite. With a level of control and flexibility that traditional funds can’t match, it’s easy to see why SMSFs are increasingly popular.
We bring over 20 years of dedicated experience setting up and administering self-managed super funds. We understand the complexities and make them simple, efficient, and stress-free. Our goal is to let you focus on growing your wealth, while we take care of the compliance, paperwork, and day-to-day administration.
Reach out to us to see a self-managed super fund is right for your circumstances, call us on (08) 6315 2700.
All of our SMSF setups have an extremely quick turnaround time.
Ready to set up your SMSF?
As soon as you’re ready, our team is here to help set up your SMSF with ease and confidence. From the moment you decide to start, we’ll guide you through the process every step of the way.
Reach out to us and learn more about how we can help you make the most of your retirement savings.
Frequently asked questions.
What is the process of establishing a self-managed super fund?
Once you’ve let us know that you want to open an SMSF we’ll being setting up the fund. We’ll need signed documents from you in order to register with the ATO which we’ll send to you shortly after you apply with us. Once we’ve registered your fund with the ATO on your behalf, the ATO will apply a TFN and ABN to your fund.
How long until I can start depositing funds into my SMSF?
Once your SMSF has been established and you’ve received a TFN and ABN from the ATO, you’ll be able to start depositing into your fund, including the rollover from previous super balances and employer contributions.
How do I redirect employer contributions to my SMSF?
You’ll need a complete Superannuation Standard Choice Form and a document confirming the fund is recognised by the ATO. You can locate a copy of your fund’s status by searching your fund’s ABN in the Super Fund Lookup Service.
How often do I need to provide you with information?
If we’re managing your fund, you’ll need to let us know every time you set up a new investment, take out any insurance, or plan to distribute any of the fund’s assets.
The team have set up a number of SMSFs for my clients over the years and I’m always impressed with the accuracy and quick response times.
Neville – Financial Advisor
