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?

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