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Self-managed superannuation funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Sargent, McCleay & Fry Chartered Accountants  we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

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