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To make the process of creating a trust deed easier many SMSF professionals offer packages or kits.
If you want to use a kit to create the trust deed for your SMSF, what are your obligations? (Select all that apply)
- Make sure the trust deed complies with the current law
- Make sure the trust deed is unique to your fund’s objectives
- Make sure the trust deed is unique to your members’ circumstances
- Make sure you appoint an SMSF professional to be the fund trustee or director
Setting up a self-managed super fund (SMSF)
Steps | Progress | |||||||||||||||||||||||
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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 | |||||||||||||||||||||||
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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 | |||||||||||||||||||||||
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Related courses |
1 mins | |||||||||||||||||||||||
Course feedback |
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