Self-Managed Superannuation Funds (SMSFs) are available to help fund your retirement and give you greater choice and control of your superannuation assets.
Setting up a SMSF is easy and inexpensive, however, it is important to ensure that the fund’s structure is suitable for your circumstances. To establish the fund, you will be required to provide details of the trustees, verify minutes of meetings, obtain a tax file number and an Australian Business Number (ABN).
The trustees of your SMSF are legally responsible for the fund’s investment strategy, setting out the kinds of investments that your fund will be undertaking and the purpose for which they are made. We can assist with the development, documentation, implementation and ongoing monitoring of your SMSF’s investment strategy including cash flow management.