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.