A self- managed superannuation fund (SMSF) is a way of saving for your retirement. It is a special type of trust set up and maintained for the sole purpose of providing retirement benefits to the beneficiaries. A formal trust deed is required.
To get started, follow the steps below.
To operate a superannuation account, a formal trust deed is required, which will state who are the trustees. The trustees can be an individual or a company.
Yes – Great! Proceed to the next step below
No - Not a problem!
Please note: All directors/trustees must sign the membership application form.
If you would like to get a head start, click the buttons below to download the application forms and have them handy when you reach out to us.
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