Considering setting up your own super fund? SMSF Works can help you set up a new self managed superannuation fund (SMSF) – our SMSF package includes a trust deed, minutes, pro forma binding death benefit nomination forms, product disclosure statement as well as an indexed superannuation folder. The first step is to be sure an SMSF is suitable for you and then determine the fund structure – who is going to be the trustee of your fund?

Who is going to complete your fund’s annual accounts and audit?

Who is going to make application for the funds ABN and TFN?

Should you elect SMSF Works as your end of year service provider you will need to complete the appropriate trustee disclosure form. This will provide us with the necessary authority to make application for the fund ABN, TFN and election to become a regulated superannuation fund.

Our fees for the SMSF establishment can be found in Forms and Fees.