How to set up an SMSF ?

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A self managed superannuation fund (SMSF) can help you take control of your super and get it working for you. You can set up your self managed super fund online. If you’re ready to get started, you’ll need:

  • a name for your fund
  • the names, dates of birth, address details and tax file numbers of each fund member
  • the company name you would like to use if your fund will be registered as a company (or corporate) trustee
  • documents you can use to identify yourself and each member of the fund

Ready to set up your SMSF?