 In
detail
When you have made the decision to establish your own super fund,
one of our team will be in contact with you. We will answer any
questions that you may have and discuss with you the steps involved
in establishing a self managed superannuation fund and appointing
SuperGuardian as your fund administrator.
Once SuperGuardian has collected all the required information,
received authorisation from you and the establishment fee has been
paid, the Trust Deed for your fund will be established and a Tax
File Number and Australian Business Number will be obtained for
your fund. We will then set up a bank account for your fund, which
receives your contributions and income, and pays for investments.
Only you, the trustee, can authorise payments from this account.
All mail relating to your super fund will be sent through the SuperGuardian
office whereby we update your fund reports and make them available
to you on this web site. Any correspondence requiring decisions
or signatures will be forwarded directly to you.
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Detail
of the steps SuperGuardian undertakes to establish your new super
fund:
- Arrange for the establishment of a Complying Trust Deed
- Prepare and lodge an Application for a Tax File Number and Australian
Business Number
- Prepare and lodge Notice of Election to Become a Regulated Fund
- Arrange for preparation of Minutes of Meetings of Trustees,
Membership Application Forms
- Member Advice Notices and Nomination of Beneficiary Forms
- Prepare Consents to Act as Trustees
- Provide you with guidelines for establishing an Investment Strategy
- Set up the Fund Bank Account or Cash Management Account
- Check and forward all documents to you for signing
- Arrange for establishment of a new Company to act as Trustee
for your super fund if required instead of Individual Trustees*
* A separate Company Establishment cost of $890 (GST inclusive)
applies.
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