Easy SMSF Set Up

Let us ease your worries and troubles by guiding you through every step of the set up process and beyond, including:

1. Set Up (including setting up SMSF, trustee of the fund, open new bank accounts for your fund, investment purchases and investment rollovers)

2. Rollover from  your existing super funds to your SMSF (keeping all your super money in one fund helps you to have better control over your super)

3. Accounting/Taxation services for the fund (we will provide you quarterly reports to help you keep an eye on your investments. At the end of each year, we will prepare the annual financial and tax return);

4. Audit/Compliance (the ATO requires each SMSF to be audited by an ASIC registered Auditor each year and we have an extremely experienced auditor in our office, who can provide the audit work for your fund and help you keep the compliant status of your fund).

To start the SMSF set up process, head over to our "Get me started" page and follow the three easy steps.