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Establishing your SMSF

There are a few steps that need to be completed to set up your SMSF.

  1. Confirm that I have independently made the decision to establish an SMSF and understand the importance of seeking professional advice by a licensed adviser on the appropriateness of an SMSF
  2. Next, you need to decide on the structure of your SMSF, which will either be an individual or corporate trustee structure.  Read more here.
  3. Once you’ve decided on the SMSF structure you can complete your SMSF application.  Please have your tax file number handy.  The application only takes a couple of minutes. 
  4. Our trusted SMSF partner will call you to confirm your details, before getting your fund registered with the ATO and established.
  5. You will receive a copy of your fund’s tax file number, ABN and trust deed, once set-up. 
  6. A Macquarie Cash Management Account will be set up for you at the same time.
  7. If you are closing down your current super fund, you may lose any insurance you have through that fund.  Therefore, it’s important to consider if you need to take out separate cover.  Read more here.
  8. A key component of your SMSF is your investment strategy.  First, you must formulate your investment strategy.  Click here to learn more.
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To invest using super, you will need a self managed super fund (SMSF). Are you looking to set up an SMSF?

Create a new SMSF
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