Home >How to start an SMSF
This help comes in the form of a set up pack with a comprehensive and easy to follow step by step guide which will guide you through each step and explain exactly what is required and why. Also if you have any queries or problems I am here to answer your questions. I am an Australian barrister and all the documents are carefully drafted and kept completely up to date. All work is fully insured under my professional insurance - see 10 good reasons to use DirectDocs documents. I have hundreds of happy clients - see my testimonials on my home page. By all means contact me by email at or by mail at PO Box 354 Corinda QLD 4075 to discuss.
If you decide to use individual trustees then here is the sequence you need to follow:-
If you decide to use a corporate trustee then in the above steps it is the company which passes the resolutions and executes the trust deed etc. Also there are these additional steps:-
The advantage of this procedure is that you are not paying someone else to do something which you could easily do yourself. Also you are not tied to a particular broker or type of investment (nor to what can be excessive fees when making investments). And you are not tied to a particular accountant or financial adviser or auditor. You are free to decide all these things yourself, and free to shop around for the best arrangements to suit you. You are also free (if you want) to do your own accounts: this is perfectly possible for a fund which is not investing in property using the Excel spreadsheets which come with the pack. These produce financial statements (accounts) based on the information you put in them, and provide you with the figures to insert in the annual tax return. You will need to send the financial statements (accounts) for audit every year, however.
All the forms you need are in the packs. The comprehensive and easy to follow step by step guide has been widely acclaimed - see the testimonials on my home page. If you have any queries or problems contact me by email at or by mail at PO Box 354 Corinda QLD 4075 to discuss.
27 June 2020
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