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But first, a quick check of what you need to have ready:

 

For a new SMSF:  
  • Chosen a name for your SMSF
  • Personal details for each member including tax file numbers
  • If you intend to use a corporate trustee, the name you would like to use for this company
  • Identification documents for yourself and each fund member, eg. driver’s license, Medicare card, passport

 

Transferring your SMSF:
  • Details of your existing SMSF
  • Details of your corporate trustee (if you have one)
  • If you are using an administrator for your fund, their contact details so we can contact them and initiate the transfer

 

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SuperConcepts

iSaver

Essentials

SuperConcepts

Essentials

Annual

SuperConcepts

Annual

All details about our fees and charges are outlined in the Administration Services Guide and Financial Services Guide