Set up a SMSF
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Set up a Self Managed Superannuation Fund
SMSFs are the fastest-growing sector of the superannuation industry. There is now more money stored in SMSFs than in all of the Australian industry funds combined.
A self managed superannuation fund is a form of trust fund. As such, it must have a trust deed which sets out the rules under which the fund will operate.
It is possible to have a single member fund. If you have a corporate trustee for a single member fund, the member needs to be one of the following:
- the sole director of the trustee company
- one of only two directors and either related to the other director, or not an employee of the other director.
You can also have two individuals as trustees. One trustee will need to be a member and the other needs to be either related to the member or any other person that does not employ them.
For more information on SMSF's, download our free guide.
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Your electronic file will include the following:
The Trust Deed;
Supporting Documents;
Minutes of a meeting of the trustees of the fund, establishing the fund;
Applications for membership;
Nomination of beneficiary forms; and an
Investment strategy
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