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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
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

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

After the establishment of your SMSF we ensure that you comply with all statutory requirements. We can assist you with:

  • Preparation of annual financial statements and income tax return
  • Carrying out the audit of the fund (subject to independence requirements)

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