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This is what you'll need to create your SMSF.
You can start your SMSF at any time and if you find you're missing some information, simply save and return to it later.
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A name for the Fund |
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The date the fund will be established |
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Names, addresses, birthdate and occupation of all members (it's also best to supply their TFN). |
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Death benefit nomination for each member (not mandatory, but recommended) |
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Corporate trustee information (if you have one) |
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Learn more about...
 What it costs  What you get
or if you're ready to begin!
 Create SMSF
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What does it cost?
$130
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What information do I need?
The name of your new fund, names and adresses of the members, corporate trustee information (if there is one). |
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What will I receive?
Fund Deed, Consents, Product Disclosure Statement, Minutes, Consents, Member Applications, ATO Declarations, ATO Forms, Investments & Reserves Strategies, Instructions & Stamping Guide. |
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Ready to get started?
Click below to begin the process! |
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Who's behind our documents?
Leading law firm Norman Waterhouse Lawyers have prepared all of our master documentation.
Compleo is not a law firm. We cannot give legal advice or provide legal services. Any information provided in relation to our products is information of a general nature only. Using the products may affect your legal rights and professional advice must be obtained.
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