SMSF Setup and Support
SMSFs (or Self Managed Super Funds) allow individuals and corporations to choose how their superannuation is invested with more control and potentially lower fixed fees. SMSFs can have one or multiple members (up to 6) in the case of families.
If you have done your own research and find that an SMSF helps you achieve your financial goals with your circumstances in mind, Verus’ Chartered Accountants can help.
Hiring a Chartered Accountant for your SMSF setup and administration helps you ensure that you meet specific obligations in compliance. So you can avoid any penalties for missing information or misuse, and optimise the way your SMSF is structured to get the most out of it.
SMSF Set Up
Pay an affordable one-off fee to get your Self Managed Super Fund set up.
Verus offers this service to both individuals and corporations.
We work with your SMSF financial advisor to prepare and provide all the documentation you need to start taking control of your retirement nest. Your SMSF accountant at Verus will provide documents for –
- Trust Deed
- Product Disclosure Statements
- Investment Strategy
- Consents to Act
- Applications for ABN and TFN
- Membership application
- Beneficiary notices
- Registration Papers for GST Purposes
Our SMSF accountants in Sydney will also:
- Pay the ATO supervisory levy
- Appoint an independent SMSF auditor who is licensed by the ASIC
- Sign and submit SMSF trustee declarations to the ATO once the fund has been set up.