Setup
Setting up a fund the right way saves time and tax later. These guides cover establishing your SMSF, choosing a trustee structure, rolling existing super across, and taking over a fund that already exists.
Setting up an SMSF
Establishing a fund correctly from day one saves cost and stress later. Here are the steps, in order, from trust deed to first rollover.
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Corporate vs individual trustee
The trustee structure you choose affects cost, paperwork and how easily members come and go. Here is how the two options compare.
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Roll over super to your SMSF
Once your fund is registered, you can move existing super across. Here is how rollovers work, how long they take, and what to check before you close anything.
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Take over an existing SMSF
Inheriting or moving an SMSF to a new accountant or administrator is common. Here is how a smooth handover works and what to review before you take it on.
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