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 (NAT 71089)
- Elect to become a regulated fund
- Obtain a tax file number (TFN)
- Obtain an Australian business number (ABN)
At Stewart, Tracy & Mylon we can provide the professional advice you need to set up your own fund. We can work with you to determine your retirement requirements and how a SMSF can benefit you in achieving these requirements tax effectively and help you manage the compliance aspect, greatly simplifying the process for you.
Our SMSF advice is provided by Tyson Arentz (of STM Super Advisory Pty Ltd), as an Authorised Representative of The SMSF Expert Pty Ltd, AFSL 445113.