Seeking financial advice

We recommend you seek financial advice from a licenced financial adviser. They can help review your existing investments and work out if an SMSF is suitable given your circumstances. ASIC provides information on how to choose a financial adviser.

 

Setting up a self-managed super fund (SMSF)

Steps Progress

What is an SMSF?

3 mins

Is an SMSF right for you?

6 mins

Setting up an SMSF

1 mins

Choose an SMSF trustee structure

4 mins

Appoint trustees

6 mins

Check your SMSF is an Australian super fund

2 mins

Create a trust deed

2 mins

Hold assets

2 mins

Register your SMSF

3 mins

Set up a bank account

2 mins

Get an electronic service address

1 mins

Create an investment strategy

2 mins

Plan for the future

1 mins

Prepare an exit plan

2 mins

Record-keeping requirements

2 mins

Notify the ATO and ASIC of changes

2 mins

Consider professional advice

2 mins

Help and more information

3 mins

Related courses

1 mins

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