Set up a Self Managed
Superannuation Fund - $100 + GST

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Important information

The ATO is currently auditing about 80% of new SMSFs. This audit process will significantly slow down the issuing of the TFN and the registering of the fund. If your fund is chosen for audit please comply with their requests. 

SMSFs are the fastest-growing sector of the superannuation industry. There is now more money stored in SMSFs than in all of the Australian industry funds combined.

A self managed superannuation fund is a form of trust fund. As such, it must have a trust deed which sets out the rules under which the fund will operate. It is possible to have a single member fund. If you have a corporate trustee for a single member fund, the member needs to be one of the following:

  • the sole director of the trustee company
  • one of only two directors and either related to the other director, or not an employee of the other director.
  • You can also have two individuals as trustees. One trustee will need to be a member and the other needs to be either related to the
    member or any other person that does not employ them.

For more information on SMSF's, see the video guides at the bottom of this page.

What you receive

  • The Trust Deed;
  • Checklist for establishing the fund;
  • Trustees
    • Register of Trustees;
    • Employer's application to contribute to the fund;
    • Minutes of a meeting of the trustees of the fund to establish the fund;
    • A form for each trustee consenting to act in that capacity.
  • Members
    • Register of Members;
    • Application to become a member of the fund for each member;
    • An acceptance of the application to become a member of the fund for each member;
    • A nomination of beneficiary form for each member of the fund;
    • A Notice to New Members;
  • Investment Strategy
    • Minutes of a meeting to adopt the investment strategy of the Fund;
    • Blank space in which to write the investment strategy;
    • Sample investment strategy ;
  • Trustee declaration and tax file number declaration form;
  • ABN/TFN application form;
  • Certificate of compliance.
 

Begin order


Introduction to Self-Managed Super Funds (SMSF)

Setting up a self-managed super fund is a step towards taking control of your financial future. A self-managed super fund (SMSF) is a private superannuation fund regulated by the Australian Taxation Office (ATO) and managed by its members, allowing them to make investment decisions on their behalf. In this comprehensive guide, we will explore the advantages of an SMSF, the process of setting up a self-managed super fund, and how Perth Legal Docs' online services can help you establish your SMSF quickly and confidently.

The Benefits of a Self-Managed Superannuation Fund

A self-managed superannuation fund offers numerous benefits, including greater control, flexibility, and potential tax advantages. An SMSF allows its members to invest in various assets, including shares, property, and managed funds. With a self-funded super, you can make investment decisions tailored to your financial goals and risk appetite. SMSF investment options provide the opportunity to maximize returns and achieve long-term financial security.

Setting Up an SMSF with Perth Legal Docs

Perth Legal Docs simplify setting up an SMSF, offering a user-friendly online platform and expert guidance throughout the journey. From creating the trust deed to registering your SMSF with the ATO, we provide a comprehensive service to ensure your self-managed superannuation fund is set up correctly and efficiently.

Best Self-Managed Super Fund Options

With numerous SMSF fund options, choosing the best self-managed super fund for your needs can seem overwhelming. Perth Legal Docs' team of experts is here to help you navigate the options and make informed decisions about your SMSF super investments. Our platform offers a variety of investment choices tailored to suit your individual needs and financial goals.

Managed Super Fund vs. Self-Managed Super Fund

Understanding the difference between a managed super fund and a self-managed super fund is crucial in determining which option is right for you. A managed super fund is operated by a professional fund manager who makes investment decisions on behalf of the fund's members. In contrast, an SMSF allows its members to manage their investments directly. By setting up a super fund or a self-managed superannuation fund, you can exercise greater control over your retirement savings and customize your investment strategy to suit your preferences.

Starting a Self Managed Super Fund

To start a self-managed super fund, you must follow several steps, including establishing a trust deed, appointing trustees, and registering your SMSF with the ATO. Perth Legal Docs make it easy to set up self-managed super with our streamlined online platform and expert support. Our comprehensive SMSF management services ensure your fund is set up and maintained per relevant regulations and requirements.

What is a SMSF?

Suppose you're still wondering, "What is SMSF?". In that case, it's a superannuation fund that allows its members to manage their investments directly, offering greater control and flexibility in their retirement planning. With an SMSF, you can invest in a wide range of assets and tailor your investment strategy to suit your financial goals and risk tolerance.

Secure Your Financial Future with Perth Legal Docs

Now that you better understand self-managed super funds and their benefits, it's time to take control of your financial future. With Perth Legal Docs ' online services and expert guidance, embarking on a self-managed super fund setup in Perth is made simple. Our team is committed to helping you establish and maintain a successful SMSF, ensuring your retirement savings are invested wisely and managed.

Set Up Your SMSF with Confidence and Ease

Perth Legal Docs offer a comprehensive and user-friendly platform for setting up and managing your self-managed super fund. With our expert guidance and support, you can confidently navigate the complexities of SMSF setup and management. Whether you're new to the world of SMSFs or a seasoned investor, our platform is designed to make the process as simple and efficient as possible.

Take the First Step Towards a Secure Retirement Today

Achieving a secure retirement begins with taking control of your superannuation. Setting up a self-managed super fund in Perth with Perth Legal Docs allows you to make informed investment decisions, optimize your returns, and create a customized retirement plan that aligns with your financial goals.