Setting up an SMSF

So you’ve decided to set up your own self managed super fund. Congratulations!

There are certain requirements you will want to ensure you get right in the beginning in order to set yourself up for success. Resources on setting up an SMSF are available below. 


Learning Module

A guide to establishing an SMSF

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