Starting an SMSF

If the prospect of being able to take control of your own finances, by having your own Self Managed Super Fund, seems like a good idea, then here is a quick checklist on the things that you need to do, in order to run it with a corporate trustee (as we have suggested)…

  1. Buy a trust deed
  2. Set up trustee company
  3. Appoint directors
  4. Admit members
  5. Sign declarations
  6. Open bank account
  7. Establish accounting and administrative procedures
  8. Accept contributions
  9. Apply to be regulated
  10. Develop investment strategy
  11. Prepare your fund for investing

We can help you with the administration of your SMSF with our Clime Super administration service or you can find out about our FREE SMSF Setup or Restructure offer, when you establish a Discrete Share Portfolio with Clime

Once you have established your SMSF there are still a lot of things to consider.

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