Contact us by emailing admin@smsfassure.com.au or by calling 1800 550 135 to discuss your SMSF requirements. Once we have established the details of the order we will supply you with the order application for you to review and sign.

Once we receive your signed application, we will send you all legal documentation necessary to establish your SMSF. You simply sign and return the documentation to our office and we take care of the rest.

• Our establishment service includes:
• Providing the SMSF Trust Deed.
• Providing documentation to appoint Trustees.
• Lodgement of an Election for your SMSF to become a regulated fund.
• ATO Applications to obtain a Tax File Number and Australian Business Number for your SMSF.  Please note: that due to ATO processing times, written notifications may take up to 28 days from the date of the tax registration applications.
• We will refer you to our recommended financial advisers, Elston, to discuss your Investment Strategy.
• Providing resolutions and minutes to acknowledge the establishment of your SMSF.

A bank account needs to be established for your SMSF which acts as the Transaction Account (e.g. to receive super contributions and pay Fund expenses) for your SMSF.

Please note: most banks require the ABN for the fund prior to opening a bank account. As mentioned above, this may take up to 28 days from the date of the tax registration application.