Self Managed Superfund
SMSF Setup for Trustees Establishing a Fund Anywhere in Australia
Getting the structure, trust deed, and registration right from day one, so the fund starts compliant and stays that way.
Overview
Get the Foundation Right Before Assets Move
Setting up a self-managed super fund involves more than paperwork: the trustee structure you choose (individual trustees or a corporate trustee) has lasting cost, asset-protection, and succession consequences, and the fund must be correctly registered with the ATO as a complying regulated fund from the outset. Getting this foundation right before any rollover or contribution happens avoids costly restructuring later, wherever the trustees are based.
What We Cover
- Trustee structure advice (individual trustees vs corporate trustee)
- Trust deed establishment
- ABN, TFN, and ATO registration as a regulated super fund
- Rollover coordination from existing super funds
- Initial investment strategy documentation
- Electronic Service Address (SuperStream) setup
Compliant From Day One
New SMSFs must meet the same Superannuation Industry (Supervision) Act 1993 (SIS Act) obligations as established funds from the moment they're registered, including the sole purpose test and an investment strategy tailored to the fund's members. The ATO reviews new registrations before releasing a fund's ABN for rollover purposes, so an incomplete or incorrect setup can delay access to a member's existing super.
How it works
Our Process
- 01
Structure Consultation
Individual vs corporate trustee decision, by video call.
- 02
Trust Deed & Registration
Trust deed preparation and ATO registration for an ABN and TFN.
- 03
Rollover Coordination
Coordinating rollover of existing super balances into the new fund.
- 04
Investment Strategy & Handover
Investment strategy documentation and handover into the fund's ongoing tax return and audit cycle.
Who it's for
Suited To
- Individuals wanting direct control over their retirement investments
- Business owners wanting the option to hold business real property in their fund
- Trustees consolidating multiple existing super accounts into one fund
- Clients establishing a fund ahead of a specific investment opportunity, in any state or territory
FAQs
SMSF Setup Questions
ACCA
Association of Chartered Certified Accountants
CPA Australia
Certified Practising Accountant
IPA
Institute of Public Accountants
Registered Tax Agent
Tax Practitioners Board - Tax Agent 26371221
ASIC Registered Agent
Australian Securities and Investments Commission
Start Your SMSF the Right Way, Wherever You're Based
Call +61 403 868 231 or email Info@bennassociates.com.au.