Superannuation Warehouse provides a full range of SMSF services from setup to annual compliance administration.

SMSF Setup

We will set up your SMSF, i.e. register it with the ATO, and apply for ABN and TFN for the Fund. We will provide the templates for essential documents once the ABN and TFN has being issued by the ATO. These include the following:

  1. Trust Deed
  2. Minutes of Meetings
  3. Investment Strategy
  4. Trustee Declaration
  5. Consent to act as Trustee and Member Application

For more examples of these pages, see our downloads section.

Annual Tasks

Superannuation Warehouse will perform all the annual tasks necessary to keep your Fund compliant. These functions include:

  • Preparation of Annual Financial Accounts
  • Preparation and Lodgment of Tax return
  • Preparation of Minutes
  • Arranging for the SMSF audit (cost of the audit is included in the monthly fees)

To know more about SMSF, please see the ATO guidance video below

SMSF year-end parties involved

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