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A SMSF is an effective tax and superannuation structure. In order to establish a SMSF – the first step is to have a trustee. It is highly recommended to have a special purpose SMSF corporate trustee.

The governing rules of a super fund should be regularly upgraded to take advantage of various changes and options. In doing so great care must be taken to ensure that the upgrade is in accordance with the existing trust deed’s requirement for varying the rules.

A unit trust is a trust in which the investments are divided into a number of defined portions called units. The beneficiaries subscribe for the units in much the same way as shareholders in a company subscribe for shares.

To transfer the administration of your existing self managed superannuation fund to Australian SMSF Solutions, please complete this form and send a copy of the last financial statements to us at reception@austsmsfsolutions.com

SMSF ESTABLISHMENT FORM

SMSF DEED UPGRADE FORM

UNIT TRUST ESTABLISHMENT FORM