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.