Unit – 3, 7/24 Walters Dr, Osborne Park WA 6017, Australia
Being counted as a trusted SMSF Advisor in Australia, we undertake all the essential steps of SMSF setup on your behalf to save your precious time and efforts. SMSF Perth will go through all processes to help the trustees in every aspect by conducting the operations with the utmost sincerity, ensuring zero errors. We have made a checklist that can assure that you can set up your SMSF in an appropriate way
To set up an SMSF, book in a face-to-face meeting with one of our SMSF experts and we will help you assess your needs for the SMSF, as well as complete the application form. The entire process is simple to comprehend and will happen in a quick span of time.
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The “SMSF Establishment Documentation” incorporates:
We, at SMSF Advisor Australia, willprepare the ‘SMSF Establishment Documentation’ which has all the documents needed to set up your SMSF, including the SMSF Trust Deed. If you want to make any changes, you are provided one month to audit the documentation including the SMSF Trust Deed and can drop in or email the application with no additional charges.
When you sign and transfer the documents, our SMSF Accountants will begin setting up the SMSF for you. This incorporates enlisting the SMSF with the ATO and and sometimes the setup of the Transaction Bank Account and Share Trading Account (if applicable). Once you sign and transfer the Establishment Documentation, it can take roughly a month to build up your SMSF.
SMSF Australia will set up your Transaction Bank Account for your SMSF. It requires no records from your side for every year as we already have access to your data. We only have your electronic data information documents and have no admittance to your Transaction Bank Account. You can decide to have a Commonwealth Bank Accelerator Cash Account, Macquarie bank account, or a completely different bank account of your choosing.
This Package will include:
After the establishment of your SMSF, you can apply to your present Superfund to move your current Super Benefit to your new SMSF.
As soon as you turn over your Super Benefit, you can invest right away!