Set up a self managed super fund

SMSF Advice

Rogerson Kenny Business Accountants are licensed to provide financial advice relating to your SMSF tailored to your circumstance. This means one team to support you with your SMSF Statement of Advice, SMSF Tax Accounting, SMSF Administration and SMSF Compliance.

Your Investment

Your SMSF Accountant Melbourne can offer guidance on:

• • Specialist SMSF Trust Deed
  • Application for Membership, including TFN notices
  • Product Disclosure Statement
  • Various minutes and resolutions, regarding establishing the SMSF, trustee consents, shareholdings, directorship, etc

Company Constitution (with the trustee company)

• • Investment Strategy
  • ATO Trustee Declarations
  • Bank account establishment kit, explaining next steps
  • Death benefit nomination forms (for each) member

I’M A BUSINESS OWNER WANTING TO SET UP A SMSF

As business accounting and SMSF specialists Rogerson Kenny Business Accountants are uniquely placed to deal with your specific needs as business owner with an SMSF.

SMSF Accountants Melbourne
We guide you through your SMSF set up

In most cases it is ideal to have an existing super balance of $300k or more. This is by no means essential and in fact, there are many reasons to establish a SMSF with a low balance, however you will need to consider if the benefits outweigh the costs with balances under $300k.

There are several technical steps involved in setting up a SMSF, and it is important that you understand the responsibility you are taking on.

As a trustee of the fund, you oversee the fund’s regulatory compliance, so it is important you have the support of an SMSF Accountant.

Your SMSF Accountant Melbourne can offer guidance on:

• • Setting up a SMSF
  • SMSF Investment Strategy
  • SMSF Accounting
  • Ensuring SMSF tax and audit requirements are met

The Rogerson Kenny SMSF Accounting Difference

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