Understand the SMSF setup process and ongoing responsibilities
Book a FREE 20-minute introductory call with SuperHelp
Speak with our team about the steps involved in establishing an SMSF, the costs and responsibilities to consider, and our accounting and administration services.
What we’ll cover:
- Setup requirements: The documentation and steps involved in establishing an SMSF.
- Trustee responsibilities: What is involved in running a fund, including record keeping, annual reporting and independent audit requirements.
- Typical timeframes: The stages of the establishment process and factors that can affect completion.
- Fees and costs: Our upfront and ongoing service fees, what is included, and any additional charges.
- Clear, factual information: An explanation of the establishment and administration process and the scope of our services.
- Nationwide support: SMSF accounting and administration support for clients across Australia.
- Ongoing services: Establishment on your instructions, accounting, tax returns, compliance support and coordination of the annual independent audit.
- Your questions answered: Ask about setup, administration, fees and ongoing accounting and compliance requirements.
- Free and no obligation: There is no charge for the introductory call and no obligation to engage SuperHelp.
Speak with an experienced SMSF team
Our team is led by Sandra Lee, Managing Director, with more than 20 years of industry experience. SuperHelp provides SMSF establishment, accounting and administration support to clients across Australia.
Book your free introductory call
A 20-minute discussion about the SMSF setup process and SuperHelp’s services.
This call covers establishment, accounting and administration. It does not assess whether an SMSF is suitable for you or provide investment recommendations.
Considering an SMSF?
An SMSF involves ongoing costs, risks, time commitments and legal responsibilities. It is not suitable for everyone, and your superannuation balance alone does not determine whether it is appropriate for you.
Before deciding to establish an SMSF or transfer your existing superannuation, seek advice from an appropriately licensed financial adviser who can assess your circumstances, including the implications for your existing benefits and insurance.
Already decided to establish an SMSF?
Once you have made your decision, SuperHelp can assist with establishment on your instructions and provide ongoing accounting and compliance support. As trustee, you remain responsible for your fund and its compliance obligations.
Important information about this call
SuperHelp provides SMSF establishment, accounting, tax and administration services. This call provides factual information about these services. We do not provide financial product advice or recommend whether you should establish an SMSF, transfer your superannuation or make particular investments.
