Level 10/20 Martin Place, Sydney CBD NSW 2000 (Town Hall, Martin Place)
02 90239977

SMSF Setup

SMSF Setup Made Simple, Compliant & Stress-Free

An SMSF setup may be suitable if you:

  • Want more control over your super investments

  • Have a long-term investment strategy

  • Are willing to take on trustee responsibilities

  • Want flexibility with property or direct investments

Once you have decided that you are ready to move forward with your SMSF setup get in touch with our friendly team and let us handle everything for you — from setup to compliance, so you can focus on growing your retirement savings with confidence.

Why Choose Our SMSF Setup Service?

Setting up an SMSF can be complex if it’s not done properly. Mistakes at setup can lead to compliance issues, penalties, and unnecessary costs later.

Our SMSF setup service is designed to make the process simple, accurate, and fully compliant — without the headaches.

? End-to-end SMSF setup
? Corporate trustee included
? Fixed pricing – no hidden fees
? Expert guidance at every step


What Is an SMSF Setup?

An SMSF setup involves legally establishing your Self-Managed Super Fund, registering it with the ATO, and ensuring all documentation meets superannuation and corporate law requirements.

We take care of the entire SMSF setup process so your fund is ready to receive contributions, rollovers, and investments without delays.


Our Proven SMSF Setup Process

  1. Choose Your Fund’s Name
    Pick a name for your SMSF (e.g., “Smith Family Super Fund”). This name doesn’t have to be unique, but it must be acceptable to the ATO.

  2. Decide on the Corporate Trustee Name
    The corporate trustee is the company that legally manages your SMSF. Unlike the fund name, it must be unique. Check availability through ASIC before applying.

  3. Provide Your Personal Details
    You’ll complete a form with your personal information, which must be verified with government-issued ID (e.g., passport or driver’s licence).

  4. Director Identification Number (DIN)
    If you’re not already a director of another company, you’ll need a DIN. This is a government requirement to help reduce fraud.

Once these initial steps are done, we help with all the documentation and registrations so your SMSF is fully established and compliant.


What’s Included in Our SMSF Setup

Our all-inclusive SMSF setup package covers everything you need to get started:

  • Corporate trustee company registration with ASIC

  • SMSF trust deed prepared by professionals

  • All trustee and member compliance documents

  • ABN & TFN registration

  • Electronic Service Address (ESA)

  • Assistance with rolling over existing super

? No shortcuts
? No missing documents
? No compliance risks

SMSF Setup Cost – Simple & Transparent

SMSF Setup Fee: $2,000 + GST.  This all-inclusive fee covers:

  • Company setup with ASIC

  • Legal documentation

  • Trustee and member paperwork

  • ATO registrations (ABN & TFN)

  • ESA setup

  • Accounting for rollovers and fund establishment

After setup, you’ll pay ongoing fees to maintain SMSF accounting and tax returns. For a detailed breakdown of annual costs, check our pricing page.


Why Use a Corporate Trustee for Your SMSF Setup?

Most SMSFs today are established with a corporate trustee — and for good reason:

  • It simplifies administration if a member leaves or passes away.

  • SMSFs with only one trustee must use a corporate trustee to remain compliant.

  • Adding new members later doesn’t require retitling assets.

  • ASIC offers discounted fees for special-purpose companies for SMSFs.

Because of these benefits and the relatively low cost, most of our clients choose corporate trustees.

Our SMSF setup includes a corporate trustee by default, ensuring your fund is structured correctly from the start.

Start Your SMSF Setup Today

Setting up an SMSF doesn’t have to be complicated.

Let our experts handle your SMSF setup correctly, efficiently, and compliantly — so you can move forward with confidence.

? Get Started Today

SMSF Setup – Frequently Asked Questions

How long does an SMSF setup take?

Most SMSF setups are completed within 1–3 business days, depending on how quickly information is provided and ATO processing times. In many cases, registrations are approved instantly.


How much does an SMSF setup cost?

Our complete SMSF setup is a fixed fee of $2,000 + GST. This includes the corporate trustee, trust deed, ATO registrations, and all compliance documents — with no hidden costs.


What is included in your SMSF setup service?

Our SMSF setup is fully inclusive and covers:

  • Corporate trustee company registration

  • SMSF trust deed

  • Trustee and member documentation

  • ABN, TFN & SMSF registration

  • Electronic Service Address (ESA)

  • Assistance with super rollovers


Do I need a corporate trustee for my SMSF?

While not always mandatory, a corporate trustee is strongly recommended for most SMSF setups. It simplifies administration, is required for single-member funds, and helps avoid costly asset changes later.


Can you help transfer my existing super into the SMSF?

Yes. As part of your SMSF setup, we assist with rolling over your existing super from industry or retail funds into your new SMSF.


Is an SMSF setup suitable for everyone?

An SMSF setup isn’t right for everyone. It’s best suited to those who want control over their investments and are comfortable taking on trustee responsibilities. We’re happy to discuss whether an SMSF is the right option before you proceed.


Is my SMSF setup fully compliant with ATO rules?

Yes. Every SMSF setup we complete is prepared in line with current ATO and superannuation regulations to ensure your fund is compliant from day one.


Are there ongoing costs after the SMSF setup?

Yes. After setup, SMSFs have annual accounting, tax return, and audit requirements. We can provide a clear breakdown of ongoing costs before you get started.


What happens if I want to add or remove members later?

If your SMSF is set up with a corporate trustee, adding or removing members is much simpler and usually doesn’t require asset transfers or complex changes.


How do I get started with my SMSF setup?

Getting started is easy. Simply contact us, and we’ll guide you through the SMSF setup process step by step.

? Start Your SMSF Setup Today
? Speak to an SMSF Specialist

______________________________________________________________________________________________________________________________

SMSF Setup Made Simple

Take control of your super with a professional SMSF setup done right from day one. We handle the legal setup, ATO registrations, and compliance — so you can invest with confidence.

? Fixed fee | ? Corporate trustee included | ? 100% ATO-compliant

? Get Started Today
? Speak to an SMSF Specialist

SMSF Setup was last modified: by
Call Now Button