Establishing a Self Managed Super Fund.

Many astute individuals have realised the benefits of Self Managed Super Funds, leading to SMSF's becoming the fastest growing sector of the superannuation market. The opportunity to take control of your financial future, particularly the retirement years, is invaluable.

When establishing a SMSF for our valued clients DIY Super’s service is all-encompassing and includes:

• Discussion regarding the operation and implementation of SMSF's
• Trust Deeds
• Members’ Applications
• Trustee Minutes
• Statement by Trustees
• Product Disclosure Statements (PDS)
• TFN & ABN Applications
• Election to become a Regulated Super Fund
• Advice regarding allowable investments

DIY Super also provides customised advice on tax ramifications and can tailor a structure to suit your specific needs.

Corporate Trustee

Trustees either act as individuals or as a director of a company (a corporate trustee). In the majority of circumstances DIY Super will recommend a corporate trustee to be appointed as trustee of your Self Managed Super Fund.

For more information regarding establishing a SMSF refer to our Brochure & Fact Sheet page.