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OUR SERVICES    Your Superannuation    Self Managed Super Funds    How do I Establish a Self Managed Superannuation Fund?
How do I Establish a Self Managed Superannuation Fund?

There are a number of steps that you must follow including:-

1. Establishment and purchase of a Trust Deed

2. Appointment of Trustees to the fund

3. Election to become a regulated fund

4. Obtain the necessary taxation registrations

5. Establish a Bank Account for the fund

6. Establish an Investment Strategy for the fund

7. Ensure the ongoing compliance requirements are met each financial year.
 
 
Self Managed Superannuation Funds (SMSFs) are becoming more common - here are some of the most frequently asked questions and answers about this investment strategy.
There are many paths to wealth creation - your financial 'stage' in life determines the strategy or strategies that best suit you. There is an optimal path for your unique situation. What works for your neighbour may not work for you.
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