SMSF Setup
Services
Easy Online SMSF Setup
Quick and easy SMSF Establishment
Xpress Super facilitates quick and simple establishment of your self-managed fund.
We provide you with your welcome pack with simple and easy to understand documentation within 24 hours of receipt of our client engagement form and establishment fee.
We handle everything from:
- Instructing our lawyers to prepare the SMSF Trust Deed
- Registering the fund with the ATO and obtaining the ABN and TFN
- Registering the Corporate Trustee with ASIC
- Minutes and all documentation relating to the establishment of the fund and admission of members and trustees
- Nomination of beneficiary instructions and forms
- Establishment of the Cash Account
- Establishment of the Trading Account
- Investment strategy information and sample template
Once the documentation has been signed and returned to us, we will complete the establishment process by opening the cash and trading accounts for you. You are then free to arrange any rollovers.
If you have any questions about our establishment process, please don’t hesitate to give us a call on 1300 216 890.
Set up Your Self Managed Super Fund today
Talk to one of our experts. We’re here to help.
- 1300 216 890