Simple Super Solutions will attend to all the activities relating to the establishment of new complying Self Managed Superannuation Funds (SMSFs) for your clients. We make sure that new funds are set up & operational as soon as possible to enable investment transactions to be made.
The establishment of a new SMSF will include our flexible Trust Deed that can cater for:
- Corporate trustee structure or individual trustees
- All forms of contributions - including superannuation guarantee, employer, personal, self-employed, Government co-contribution
- Rollover of existing superannuation assets into the SMSF
- Flexibility in types of assets that can be held by the SMSF including shares, real property, etc
- Both binding & non-binding death benefit nominations
- Movement between accumulation and pension accounts, including transition to retirement pensions
The activities we undertake in the establishment of new SMSFs typically includes the following:
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Preparation of the fund’s trust deed |
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Preparation of consent to act & declaration by the trustee directors (or individual trustees if applicable) |
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Preparation of minutes documenting the appointment of service providers & generic investment strategy |
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Electronic lodgement for the fund’s Australian Business Number & Tax File Number |
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Notification to regulators & election to become a regulated fund |
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Pay As You Go registration with Australian Taxation Office |
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Beneficiary nomination notices for members |
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Preparation of rollover notifications to existing funds |
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Preparation of product disclosure statement |
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Trustee training for your clients |
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Other specialist activities relating to investment or pension requirements as needed |