Set Up Your SMSF with Confidence

A Self-Managed Super Fund (SMSF) gives you the power to manage your retirement savings your way. It offers greater investment flexibility, control over fees, and tailored strategies to build long-term wealth.

Whether you’re planning to invest in property, shares, or other assets, SMSFs put the decision-making in your hands, backed by regulatory compliance and professional support.

Happy SMSF client

Who Is an SMSF Right For?

An SMSF is ideal for:

  • Business owners, investors, or professionals wanting greater control over their super
  • Australians with combined super balances of $200,000+ (as a guide)
  • Individuals interested in property investment within super
  • Those wanting personalised retirement strategies

Our SMSF Setup Service

We provide a seamless, fully compliant SMSF setup process, guiding you through:

  • Eligibility checks and fund structuring
  • ABN and TFN registration with the ATO
  • Trust deed preparation
  • Corporate trustee setup
  • Bank account setup guidance
  • Rollover facilitation (if required)
  • Ongoing compliance and administration options

What’s Included in Our SMSF Setup Package?

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SMSF Establishment

  • SMSF Trust deed and supporting legal documentation
  • Trustee declarations & documentation
  • Corporate trustee incorporation and legal documentation
  • ABN & TFN registration for your fund

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Bank & Strategy Setup

  • SMSF bank account setup guidance
  • Investment strategy template compliant with ATO regulations
  • Free initial consultation with an SMSF specialist specialist

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Optional Add-ons

  • Ongoing administration & reporting services
  • Annual audit by a registered SMSF auditor
  • Tax return preparation & lodgement
  • Access to property, pension, and compliance support

Frequently Asked Questions

Most SMSFs are set up within 5–10 business days, depending on trustee structure and ATO registration processing, along with postage of documents (express post)

A corporate trustee can offer long-term benefits like easier succession planning and easier documentation of asset ownership. It can also be a requirement of lenders when purchasing property and where the fund has only 1 member. These and other benefits are why we typically recommend a corporate trustee. However, the choice is yours and we are happy to discuss the pros and cons with you.

Ongoing costs include annual accounting, audit, and ATO lodgement fees. We offer bundled admin and compliance packages to simplify your obligations. Monthly administration fees start from $150 per month.

Let’s Get Your SMSF Started

Book a free consultation today.

We’ll assess your situation, outline the process, and help you take control of your superannuation with confidence.

Liability limited by a scheme approved under Professional Standards Legislation.

The information on this website is provided for general informational purposes only and does not constitute financial, legal, tax, or investment advice. It should not be relied upon as a substitute for professional advice tailored to your specific circumstances. SMSF Setups Australia Pty Ltd (or its affiliates) makes no representations or warranties regarding the accuracy, completeness, or suitability of the content and accepts no liability for any loss or damage (including indirect or consequential loss) arising from its use or reliance on the materials presented here. We strongly recommend consulting a qualified financial advisor, accountant, or lawyer before establishing or managing a self-managed superannuation fund (SMSF) or making any related decisions.


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