Self Managed Super Funds

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Self Managed Super Funds

Self manager Super advisors in Point Cook

Thinking of setting up and SMSF?

Five steps to setting up a self managed super fund (SMSF)

  1. Establish a Trust. The first step involved with setting up an SMSF and registering an SMSF with the ATO is establishing a trust.
  2. Obtain the trust deed.
  3. Sign a declaration.
  4. Lodge an election with the regulator.
  5. Open a cash account.

Your self-managed super fund (SMSF) needs to be set up correctly so that it’s eligible for tax concessions, can receive contributions and is as easy as possible to administer.

To set up an SMSF you should see s specialist advisor as this can be complex and needs professional help

And Point Cook are in your area who specialise in this.

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