SMSF Setup

Comprehensive SMSF Setup & Registration Package $330 (GST Incl.)

SATO SMSF Administration® provides a practical solution to your fund establishment requirements. Correct fund establishment procedure is vital in establishing the governance of how the fund will operate on a daily basis. Our practical approach to SMSF setup has enabled clients around Australia to rollover their existing superannuation entitlements and take full control of investment decisions. The fund establishment and registration package include the following documentation to ensure your fund receives the full tax concessional benefits it is entitled to:

Superannuation trust deed – an electronic copy plus one hard copy of the trust deed which should be signed by the trustees. The superannuation trust deed may be required by third party providers such as lending institutions and stockbrokers, when opening a fund bank account or purchasing investments. Click here to see the major trust deed clauses;
Notice of Consent to Act as Trustees;
Minutes of meetings to record acceptance of trustees;
The ATO instruction on “Role and responsibilities of trustees;”
The ATO booklet “Key messages for trustees”
Membership Application Form – to be signed by each member admitted to the fund;
Minutes of meetings to accept members into the fund;
Tax file number (TFN) application form;
The ATO publication “Application for ABN registration for superannuation entities;”
The ATO instruction on “ABN registration for superannuation entities;”
Checklist – easy to follow checklist detailing every step involved in setting up a self managed super fund
The ATO “Trustee declaration;” &
SATO SMSF Administration® invoice – a copy for your retention and record of services rendered.

All Australian Taxation Office (ATO) publication and forms are provided free of charge for your convenience. This will better assist trustees in understanding their role and responsibilities in managing their self-managed super funds. Our company is independent of all the major banks and brokers. Our professional fees are based on services rendered with no trailing commissions. Clients are free to choose which stockbrokers, mortgage brokers and banking institution to engage in. There are no restrictions.

Commence Application