Let the staff at Avery Gibsons – Super Admin Solutions assist you in setting up your self -managed super fund.
Our staff will be able to answer any questions that you may have and also assist you through the following steps to establish your self-managed super fund:
Step One - Determine the name of the fund, who will be the trustees and members and if there is to be an associated employer.
Step Two - Complete an “Application for a New Superannuation Fund”.
Step Three - Complete a “Superannuation Fund Administration and Technical Services Agreement”.
Step Four - Complete an application for a Cash Management Trust Account or other bank account and Cheque ID Forms. To allow for timely administration of your fund
Step Five - Complete a Minutes of Trustees Meeting to establish an Investment Strategy.
Step Six - Sign a Trustee Declaration Form.
For further information call our staff at Super Admin Solutions or follow the link to the ATO’s “A guide for trustees running a self managed superannuation fund ” publication.
