DIY Superannuation is easy- and it’s even easier to set up your own Self Managed Super Fund (SMSF) using our user-friendly kit.

 


A SMSF gives you total control over how your superannuation is invested. Our simple-English user guide shows you how to:
• arrange Accounting, Audit and Compliance services cheaply and with a minimum need for external work;
• Perform your own annual administration responsibilities
• Establish a Pension once you reach suitable age
• Buy and Sell assets such as real estate
• Borrow to buy assets.

 

Our kit provides you with:
• Documentation to appoint Trustees
• Election for your SMSF to become a regulated fund
• Cover letter to ATO for lodgement of election form
• ATO Application to obtain a Tax File Number for your SMSF
• ATO Application to obtain an Australian Business Number for your SMSF
• Sample Investment Strategy that you can adopt for your SMSF or modify
• Resolutions and minutes to acknowledge the establishment of your SMSF
• Resolutions to set up a Transaction Account for your SMSF allowing you to deposit your existing super, make future SGC contributions, make investments and pay expenses including the Funds accounting and taxation fees.

 

Our lawyer will provide you with independent advice on the responsibilities of trustees. We have arranged for you to obtain discounted advice from a panel of lawyers who provide on-line service in this specific area as part of the price of the kit.


We are backed by a team of Lawyers and Accountants so that if you feel you need the help of an experienced professional to assist you in the management of your Self Managed Super Fund, you can arrange one on line at a time to suit you wherever you are in our wide brown land and without the need to physically attend our office.

 

All documents emailed within 1 business day of your order.

 

General Advice Warning
The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. The kit is also of a general nature. Documents in it have not been prepared to suit your particular financial or legal needs and we have no knowledge of your personal circumstances. THE OWNER OF THE WEBSITE IS NOT A PRACTISING LAWYER. We will introduce you to a lawyer if you ask us, at EXTRA cost. You may wish to get legal advice on them before using anything in the kit. Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product from anyone, ever. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions. WE ARE NOT FINANCIAL ADVISORS AND DO NOT PROVIDE FINANCIAL ADVICE. ALL INFORMATION PROVIDED ON THIS WEBSITE SHOULD NOT BE CONSIDERED AS FINANCIAL ADVICE OR A RECOMMENDATION.