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Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Brian McCleary & Co we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

With over 320 SMSF's under administration we see the SMSF sector as a serious part of our business and an essential part of your wealth accumulation and retirement planning. 

We can assist you with the taxation benefits & requirements.

If you do not have a SMSF but have considered setting one up, Brian McCleary & Co have the expertise and know how to assist you in this

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