Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

• Obtain a trust deed
• Appoint trustees
• Sign a trustee declaration (NAT 71089)
• Elect to become a regulated fund
• Obtain a tax file number (TFN)
• Obtain an Australian business number (ABN)

At Connole Carlisle Chartered Accountants we provide the professional advice you need to set up your own fund and greatly simplify the process for you.  We also attend to the audits of Self-Managed Super Funds and statutory reporting.

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