Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Alpha Tax and Accounting  we provide the professional advice you need to set up your own fund and greatly simplify the process for you. We provide a full bookkeeping and accounting service for all annual financial statements, and are able to obtain the necessary annual SMSF regulatory audit.

The trustee for Alphabiz Trading Trust Pty Ltd (ASIC No. 414826) ABN 13 801 296 179 is a Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.
www.meritweath.com.au | Link: Privacy Statement | FSG / COMPLAINTS

Back to Services