Setting Up Your SMSF

Make sure you have read and understood the "NEED TO KNOW" page before filing in the application. Once that all makes sense, you can get started. Below is the application form for our SMSF pack which includes everything required to set up and run your very own self managed superannuation fund. The application is best completed on a laptop or desktop.

The SMSF Pack costs $1600. All SMSF's are charged $140 a month ongoing which covers... 

  • all compliance, 
  • accounting, 
  • annual tax returns,  
  • annual audits, 
  • lodgements and 
  • does not include SMSF govt levy or changes to the trust deed

 NOTE:  The first direct debit will bring the fund up to date for the financial year. i.e. $140 for each month from the start of the financial year to the first direct debit.  See our pricing page for an example.

If you have any questions regarding the form or fund details you can call us on 1300 264 022 and we will be happy to assist. You can also check out the FAQ's page or the official ATO website information on SMSFs.

Corporate VS individual trustee

Deciding between an individual or corporate trustee set up for your SMSF is the hardest part of the entire process. Once understood the rest is a piece of cake. This video from the ATO explains the differences in simple language so you can decide which one is right for you.

SMSF application