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Free SMSF Setup

Steps after setup

After you have signed all the documents and send the signed pages to us, your SMSF will be officially up and running!

Steps after the setup:

1.please use the ABN provided to you to check your SMSF status on Super Fund Lookup website.

If you see the status of your new SMSF is “complying” or “registered”, you can start doing the next step. If the status is “being processed”, please hold off dong the next steps until it has been changed to “complying” or “registered”.

2.open the bank account in the name of your SMSF.

We can help open ANZ V2 Plus Account and you need to advise us if you want us to open one for your SMSF or not. Please note ANZ V2 Plus Account does not have any monthly account keeping fees and also there will be interest income on cash sitting in the bank account regardless the balance. You aslo can open bank accounts with any banks your prefer and there are no restrictions.

For more information, please read this link: Open Bank Accounts

3. organise the rollover from your retail or industry super fund. Please follow the guidelines in this link:   Rollover of super to SMSF.

Some super funds may issue cheques to sent to our office. We will bank it into your SMSF bank account immediately if that is the case.

4. advise your employer to pay employer contribution to your SMSF.

You will need to provide Electronic Service address (ESA) to your employer. For more information, please read this article: Electronic Service address (ESA)

5. open investment platform or trading account.

 

 

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