SMSF Setup with Corporate Trustee
$1,000 + GST = $1,100
This includes:
- Organising relevant information
- Checking with ASIC if proposed corporate trustee name is available
- Lodging documents to ASIC for corporate trustee incorporation
- Company setup fee payable to ASIC
- Preparation of SMSF trust deed
- Preparation of ATO Trustee declarations
- Preparation of member application forms
- Preparation of trustee/director’s resolutions and minutes
- Lodgement of ABN application to ATO
- Lodgement of TFN application to ATO
- Registering SMSF for GST, PAYG and others if required
- Making payments to relevant authorities on your behalf
- Organising SMSF compliance registration with ATO
- Registering for SMSF Electronic Service Address (ESA)
Disclaimer: We do not hold an Australian Financial Services Licence (AFSL) and therefore are not authorised to provide financial advice, including advice on whether a SMSF is suitable for you. We recommend contacting a licensed financial adviser to determine if setting up an SMSF is the right decision for your circumstances
SMSF Setup with Individual Trustee
$500 + GST = $550
This includes:
- Organising relevant information
- Lodging documents for SMSF setup
- Preparation of SMSF trust deed
- Preparation of ATO Trustee declarations
- Preparation of member application forms
- Preparation of trustee/director’s resolutions and minutes
- Lodgement of ABN application to ATO
- Lodgement of TFN application to ATO
- Registering SMSF for GST, PAYG and others if required
- Making payments to relevant authorities on your behalf
- Organising SMSF compliance registration with ATO
- Registering for SMSF Electronic Service Address (ESA)
Disclaimer: We do not hold an Australian Financial Services Licence (AFSL) and therefore are not authorised to provide financial advice, including advice on whether a SMSF is suitable for you. We recommend contacting a licensed financial adviser to determine if setting up an SMSF is the right decision for your circumstances