How to set up a new SMSF

Once you have registered your business with Superfund Wholesale you are able to use our online forms via our Adviser Portal* - including one to establish a new SMSF:

http://www.superfundwholesale.com.au/smsf-establishment-form/

The "Create SMSF" order form enables you to set up a new SMSF and includes the following options:

  • Corporate trustee
  • Individual trustees
  • Bare trust for LRBAs (with or without corporate trustee)

You can also elect how the new SMSF is to be paid for - either via a nominated credit card (yours or your clients) or your nominated direct debit authority which we hold on file.

All new SMSF orders must be submitted via our online forms as this ensures we can deliver a fast turnaround and meet our service standards.

A client data collection form can be downloaded below.

Pricing is available on our website here:

SMSF Establishments & Other Document Services

 

*Please note that of the date of publishing our Adviser Portal is not locked down. Prior to 30 June 2016 we will be rolling out a password protected portal that will contain all relevant online order forms.

 

 

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