(08) 9381 4444 rstark@smrspl.com.au

New SMSF Establishment

At Self Managed Retirement Systems we offer a comprehensive suite of SMSF establishment options. We also offer regular updating of your deed.

We can organise the following for you:

Establish an SMSF and Special Purpose Corporate Trustee (New company)

This package includes:

  • Minutes
  • Binding death nomination forms
  • Product disclosure statements
  • Indexed superannuation folder
  • Educational DVD
  • SMSF Educational Literature

    Establish a SMSF with an existing Corporate Trustee in place

    This package includes:

    • Minutes
    • Binding death nomination forms
    • Product disclosure statements
    • Indexed superannuation folder
    • Educational DVD
    • SMSF Educational Literature

    Establish a SMSF with an existing Corporate Trustee in place

    This package includes:

    • Minutes
    • Binding death nomination forms
    • Product disclosure statements
    • Indexed superannuation folder
    • Educational DVD
    • SMSF Educational Literature

    Please Note:
    As an Authorised Representative of  Core Financial Services, we are not authorised to provide the following services:

    • Legal or taxation advice
    • Draft or amend an SMSF trust deed
    • Provide administration services for the daily operation of an SMSF (these should be provided by an accountant or administration service). We can however facilitate the arrangement of these services
    • Conduct financial and compliance audits on the SMSF
    • Provide actuarial certificates or valuations for defined benefit funds
    • Hold a Power of Attorney on a client’s account.

    ABN 14 054 013 857 | Financial Services Guide |  Privacy Policy

    Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)

    General Advice Warning
    All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.