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.

 

Contact & Connect

For more information on how our expertise can benefit you, contact us today.

91 Hume Street
Wodonga VIC 3690
Australia
Phone: 02 6024 1655
Email: stm@st-m.com.au