The SMSF Life Cycle

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Once you have made the decision to proceed with a self-managed superannuation fund (SMSF), we can assist you with that process. However, please note that we do not provide financial and legal advice at any point during the life cycle of your SMSF, including matters related to SMSF compliance and SMSF obligations.

Make a decision with minutes to setup your self-managed superannuation fund (SMSF). Decide the Members and Trustees to ensure SMSF compliance and adhere to your SMSF obligations. Execute the Trust Deed.

Register with the ATO to obtain your ABN and TFN, which are essential for managing your self-managed superannuation fund (SMSF) and ensuring SMSF compliance with all relevant SMSF obligations.

Once the ATO approves your self-managed superannuation fund (SMSF), you need to apply for a bank account of your choice. While you can use your existing bank, it is recommended to choose CBA or ANZ, as these options can simplify your SMSF compliance and help you meet your SMSF obligations more easily.

Request your existing superannuation provider to transfer funds to your self-managed superannuation fund (SMSF). We can assist you with this through Supestream setup in SMSF, ensuring you meet all SMSF compliance and SMSF obligations.

Based on your investment strategy developed with your Financial Advisor, it's time to implement your self-managed superannuation fund (SMSF) investment while ensuring SMSF compliance and meeting all SMSF obligations.