Fund Setup

We provide the services to prepare the following documents for the purpose of formation of SMSF:
  • Trust deed
  • Minutes of meetings
  • Member application(s) to become members
  • Trustee Consent(s) to act as trustee
  • ATO trustee declaration(s)
  • Investment strategy
  • TFN & ABN registration
  • GST registration (where applicable)
  • Formation of Company (where Trustee is Corporate)
  • Assistance with opening bank account