Your 8-Step Journey to Financial Control Starts Here
Taking control of your retirement is a significant milestone. Our streamlined application process is designed to remove the guesswork, ensuring your Self-Managed Super Fund is established with full legal compliance from day one. By submitting your details today, you are engaging a specialist team that has been navigating the complexities of the SIS Act since 2004.
Once we receive your application, our onshore Australian team will review your information and begin the structured setup process. We handle the heavy lifting—from drafting your Trust Deed to securing your ABN and TFN—so you can focus on your long-term investment strategy.
Our proven framework ensures that no detail is overlooked. We provide a clear roadmap for your fund’s inception, providing you with a professional folder of all statutory documents once the setup is complete.
We understand that managing an SMSF comes with significant responsibility and many technical questions.
Once we have all your details, the initial documentation is usually prepared within 48 hours, though ATO registrations can take up to 28 days.
You will need the full names, addresses, and TFNs of all proposed members and directors.
Yes, we highly recommend corporate trustees for long-term ease of administration and can assist with the ASIC registration.
Once your fund is established and has a bank account, we provide the necessary details to facilitate the rollover from your retail or industry fund.