Establishing a New SMSF

At Totally Super we can assist you through each step of setting up your own SMSF.

We aim to make this process as easy & trouble-free to ensure that you can quickly and easily get your new SMSF up and running. Ensuring you have control of your super quicker and can start making the investment decisions that you want to make.

During your first consultation we will guide you through determining the most appropriate trustee structure for you, either using individuals or a special purpose company.

Once the structure of your SMSF has been decided our specialist team will then organise the following:

• Incorporate a new special purpose SMSF trustee company if needed
• Coordinate and prepare a high quality professionally written SMSF Trust Deed
• Trustee Declarations & Consent to Act forms
• Membership applications
• Trustee Minutes
• Guidance on the requirements for an SMSF Investment Strategy
• Australian Business Number (ABN) & Tax File Number (TFN) registrations
• Binding Death Benefit Nomination forms & TFN notices
• Arrange Goods & Services Tax (GST) registration if needed
• Complying SMSF Registration
• Completion of any other necessary forms, minutes or declarations

Our assistance during the establishment of your new SMSF will ensure things are done in a professional timely manner and to the highest standard.

Totally Super Advice Pty Ltd (ASIC No. 1240912) ABN 29 166 344 752 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

General advice warning

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.