SMSFs - Establishing a Self Managed Super Fund

Self Managed Super Funds (SMSFs) are currently the fastest growing sector of the superannuation market, as investors look for more control of their investments. However, there are a number of trust law and legislative requirements involved in setting up a self managed superannuation fund. If you are thinking about setting up a fund, you will find it useful to consult one of our financial planners before committing to this option. Our experience in advising SMSF clients allows us to lead you through the SMSF process in the quickest route.

Neville Ward Advice can help you establish a SMSF, our service includes all aspects of the set up process:

  • Trust Deeds
  • Members’ Applications
  • Trustee Minutes
  • Statement by Trustees
  • TFN & ABN Application
  • Election to become a Regulated Super Fund
  • Discussion regarding how SMSF’s operate and allowable investments

Our ongoing service ensures your SMSF remains compliant whilst providing you with investment advice as to the most appropriate and tax efficient structures.