A number of decisions should be considered in the SMSF setup phase. Will the Fund have Individual Trustees or a Corporate Trustee? What assets is the Fund able to invest in? Is GST registration required? Is a Bare Trust required? We take the time to explain the implications of decisions made in the setup phase to clients before those decisions are made. By doing this we find that clients are more confident and competent in fulfilling their role as trustee or director.
Waterson Accounting will help you with all setup tasks including preparation of all necessary documentation to assist in setting up the SMSF, including:
Please note we do not make recommendations in relation to decisions about Self-Managed Superannuation.