Seedat Accounting can help you set up your own Self Managed Super Fund (SMSF) and ensure that it remains up-to-date and relevant to you. Seedat Accounting’s Superannuation team is a group of specialist SMSF professionals who will ensure that the financial records of your SMSF are completely up-to-date.
Setting up your SMSF
Our fund establishment service includes everything you need to set up a SMSF quickly and efficiently, step-by-step. This includes:
- A thorough assessment to ensure your suitability for a SMSF
- Registration of Corporate Trustee (preferred) with ASIC
- Information on trustee duties and responsibilities
- Preparing a complying trust deed, written in plain English
- Preparing a product disclosure statement
- Trustee declarations
- Membership applications
- Minutes of trustee meeting
- Registration for an Australian Business Number (ABN)
- Registration for a Tax File Number (TFN)
- Lodgement and registration with the Australian Taxation Office (ATO).
Once you have a SMSF in place, it’s important that all areas of the fund remain up-to-date and compliant — this ensures that your super continues to work, so that you don’t have to.
You will hear from our experts every quarter regarding regular monitoring and administration services — rather than just receive an annual review. We provide proactive advice on strategies and opportunities suitable to your individual situation. Our holistic SMSF service means that you will never have to worry about changing legislation or what you should do next.
Get in touch with us to discuss how we can help.
Our other services:
Tax & Compliance Tax Planning R&D Tax Incentive Private Wealth Business Restructuring Corporate and International Tax
ASIC Services Family Business and Succession Planning Cloud Accounting Self Managed Superannuation Bookeeping