Setting up a SMSF can be a complicated challenge, with many rules and regulations to adhere to. Our Specialist SMSF advisors are at hand to do all the hard work.
We do not setting up a smsf free as we set up most SMSFs as a corporate trustee (company structure) due to the many advantages surrounding this. Email our team to receive our corporate trustee v individual trustee fact sheet.
We can help to establish the SMSF in the best structure for the trustee needs. Whatever your intended SMSF strategy, whether you are looking to set up the superannuation fund for property investment, shares, gold, artwork or something more we can help to ensure that the SMSF set up, strategy and ongoing administration is suitable for your needs and legally compliant.
Our team offer a free initial meeting (or call) to discuss your needs and ensure that setting up a SMSF is suitable for your financial success. Call today on 1300 587 673 or email : success@leenanetempleton.com.au
Once you have signed the documentation and spoken with our specialists, and decided on the name of the SMSF we shall complete all the necessary requirements for you, including:
Obtaining a trust deed and appointing trustees (who must be members)
If necessary, setting up a trustee company and obtaining an ABN
Elect to become a regulated fund
Obtain all the necessary registrations from the ATO
Set up bank account for the fund
Assist you in establishing an investment strategy and other requirements for the fund
Obtaining your rollover or transfer monies from your existing superannuation funds
We give you training to assist your understanding of your responsibilities
