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SMSF Set Up

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SMSF Set Up

SMSF set up assistance service-execution only (Acting on your request only)

As a registered tax agent, we can provide you the assistance to set up your SMSF. Our SMSF Set Up assistance Package includes below Jobs: –

  • Free initial consultation re; SMSF -Re; tax related queries only
  • Providing assistance in purchase of SMSF Deed along with minutes from online company named Clear Docs on behalf of SMSF.
  • Providing assistance in purchase of trustee company registration docs from online company named Clear Docs on behalf of SMSF.
  • SMSF TFN, ABN, GST registration.
  • Providing assistance with rollover form.
  • Providing assistance with setting up fund ESA address.
  • Providing taxation advise on investment decisions.

We want to make it clear that, we are only acting on your request to provide SMSF set up assistance. If you have not decided yet whether you should set up a SMSF or not? I strongly recommend you do more research or consult with licenced financial advisor first, then take a decision. Contact us if you have decided to set up a SMSF for our assistant only service.

Declaimer

  • Our firm do not hold Financial advisor licence.
  • Our Firm do not provide legal service too.
  • Our services are strictly limited to as tax agent and public accountant.

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