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.

Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

The information provided on this webpage and the rest of is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
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