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.