How to establish an SMSF

Establishing an SMSF is a significant decision and should not be taken lightly. We recommend that you undertake the following to help you assess whether an SMSF is an appropriate retirement savings vehicle for you:

  • speak with an SMSF Specialist Advisor (SSA™) before establishing your fund.
  • review our guide “Is an SMSF right for me?”, or
  • view the Australian Tax Office’s (ATO) Lifestyle publication for SMSFs.

If you have decided to establish an SMSF, this guide will help cover the essentials of getting started with an SMSF.