Fund Establishment

  • 2 copies of the trust deed drafted by a legal firm (Maddocks)
  • Minutes establishing the fund, admitting members and formulating an investment strategy.
  • Membership application forms.
  • Death benefit nomination forms (binding or non-binding).
  • Product Disclosure Statement.
  • Consent to act as trustee declarations.
  • Sample Investment Strategy.
  • A checklist of various do’s and don’ts regarding your SMSF.
  • Application for an Australian Business Number (ABN) and Tax File Number (TFN) and when applicable, Goods and Services Tax (GST) with the ATO.

If you choose to have a corporate trustee instead of individual trustees then we can also organise for a corporation to be established and registered with ASIC.

The turnaround time for the establishment of a SMSF and corporate trustee if applicable is typically 1-3 days. Once the paperwork is signed by the trustees, the ATO usually issues an ABN and TFN within 28 days.