Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Advantage Partners we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

Running a SMSF also provides many opportunities and strategies but at the same time can be very complex and compliance focussed. At Advantage Partners we can assist you in getting the most from your SMSF.