Home > For New Clients > Getting Started

You:

• Consult your financial professional if you use one
• Read the ATO booklets: “It’s your money but not yet” and "Roll and Responsibilities of Trustees”
• Best to have over $150,000 in aggregate across all members
• Choose a fund name
• Consider the trustee structure: Individual Trustees or Corporate Trustee
• Complete the establishment form & return to us

We:

• Arrange the trust deed and establishment minutes statement
• Register the fund for an ABN, TFN & GST (if requested)
• Arrange a PDS for the members
• Produce the Administration Agreement & other documents
• Enclose the Macquarie Cash Management Trust (bank account setup)
• Forward you all the documents for signing and return

Then You:

• Sign and return all documents
• Make contributions to your new SMSF
• Rollover other super to your new SMSF
• Formulate the SMSF investment strategy
• Start investing
• Take out member insurance if deciding to do so
• Make sure all investments in the name of the SMSF
• Ensure all investment postal addresses are C/- Super Plus