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Setting Up Your SMSF

Practical, specialist guidance on every stage of the SMSF journey, from establishment through to retirement, property, compliance and the significant events that don't come up every year. Browse by topic below

Guides for Setting up an SMSF

How Do You Set Up a Self-Managed Super Fund (SMSF)?
 

The steps involved in establishing an SMSF, from choosing a fund name through to your ABN application.

What Are Your Ongoing Obligations as an SMSF Corporate Trustee?

Annual ASIC obligations, solvency declarations, and keeping your trustee company details current.

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How to Get a Director ID?

 

What's required to open the account, and how it needs to be named to keep your fund compliant.

How to Open a Bank Account for Your SMSF

 

What's required to open the account, and how it needs to be named to keep your fund compliant.

How Do You Choose the Right SMSF Service Providers?
 

The different roles involved in running an SMSF, and what to look for in a genuine specialist.

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Copyright LIfetime SMSF Pty Ltd | Privacy | 

The information contained in this website is purely factual in nature and does not take account of your personal objectives, situation, or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice. It is not intended to be financial product advice, legal advice, or tax advice and should not be relied upon as such. It is provided for the use of a Self-Managed Superannuation Fund Trustee or a person who has already made the decision to establish a Self-Managed Superannuation Fund only. In no circumstances, is it to be used by a person for the purposes of making a decision about establishing a Self- Managed Superannuation Fund. Lifetime SMSF Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. If you require personal advice you should consult an appropriately licensed or authorised financial adviser. Liability limited by a Scheme approved under the Professional Standards Legislation.

Lifetime SMSF Pty Ltd is a Registered Tax Agent obligated to abide by the Tax Practitioners Board (TPB) Code of Professional Conduct and other taxation laws.

 

We draw your attention to the Information for Client Factsheet https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf  prepared by the Tax Practitioner’s Board (TPB) setting out how to search the TPB’s Register of Tax Agents and how to make a complaint to the TPB about a tax agent service.

 

The Client Factsheet may also assist you to understand your obligations as a taxpayer and our obligations to you as your Tax Agent.

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