Self managed super fund order forms

SMSF WORKS Order Forms

fund establishment - request
fund establishment - corporate trustee disclosure (only relevant where SMSF Works is the

end of year accounting & audit service provider)
fund establishment - individual trustee disclosure (only relevant where SMSF Works is the

end of year accounting & audit service provider)

trustee - sole purpose SMSF trustee company formation
trust deed amendment - request
fund structure change - request

pension payments - request for new or conversion

rollover payment - request

lump sum payment - request

Self managed super fund advantages

The opportunity to reduce income tax on investment income and capital gains;
Increased flexibility in investment choices and the asset selection;
Control over your total investment portfolio, with the ability to take account of the risk profile of all your assets, including those held outside superannuation;

The ability to have between 1- 4 members in the fund to allow the pooling of resources of others with similar financial objectives (for example, a family unit);
The maximum flexibility in relation to the usage of pension streams;
Increased flexibility to use the advantages
superannuation offers for those people trying to access Centrelink benefits such as the age pension;

The ability to transfer personally owned shares and other listed securities directly into superannuation; and
The ability to own your business' real property (but not operating assets) in the superannuation fund, assisting funding and cashflow problems for many businesses.