Superannuation Funds Admin Fees And Investment Options Excel

Superannuation funds admin fees and investment options excel

Superannuation funds admin fees and investment options excel

Establishment of a New Fund

We arrange all the paperwork that is necessary to get your Fund up and running. The trust deed is a key part of the establishment service and has been specifically developed for SMSF’s to accommodate all of the latest SMSF and estate planning strategies. Our trust deed, which is issued by a national legal firm, allows for members in either pension or accumulation phase, or a mixture of both.

Money Guru: Where to invest your retirement fund

Upon application for a new self managed super fund, Superannuation Services will provide:

  • Trust Deed
  • Tax File Number and Australian Business Number Application
  • GST registration, if applicable
  • Minutes, Membership Application forms and Member Advice Notices
  • Notification of Beneficiaries Form
  • Trustee Declaration and Consent to Act Forms