Setting up your SMSF is easy
We can help you with all aspects of setting up a self managed super fund (SMSF) – from preparing the trust deed and the relevant trustee declarations to lodging Australian Taxation Office (ATO) forms and establishing a cash management account for the fund.
Individual trustees or corporate trustee?
SMSF trustees can either be individuals or a company. Under super laws, generally (with certain exceptions) all SMSF members must either be individual trustees or directors of a corporate trustee.
Our SMSF specialists can help you determine whether acting as individual trustees or having a corporate trustee is best for your situation.
Joining the Dixon Advisory SMSF service
When you join the Dixon Advisory SMSF Accounting, Compliance and Administration service, you’ll have your own Superannuation Account Manager, a degree-qualified accountant, who will assist you with every aspect of setting up the fund.
The Superannuation Account Manager will help you with:
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deciding who will act as trustee(s) for your fund
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preparing the trust deed
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the ATO and trustee declarations relating to being an SMSF trusteecompleting a binding death nomination, which provides guidance on how your super assets will be distributed
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completing a binding death nomination, which provides guidance on how your super assets will be distributed on death
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a written investment strategy for your SMSF
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establishing a cash management account in the SMSF’s name
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registering your SMSF with the Australian Taxation Office.
Make an appointment to talk to one of our experts about setting up an SMSF by calling 1300 852 017 or completing the online form.
Find out more about SMSFs at our education seminar: Is an SMSF right for you?
Ongoing administration for your SMSF
Once you’ve set up your SMSF, your Superannuation Account Manager will support you with the ongoing administration of your SMSF and provide assistance with the compliance of your fund.