Shuriken Consulting

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Self-Managed Superannuation Funds

Self-Managed Super Funds (SMSF) help you take control of your superannuation. A SMSF will give you more control over your super and retirement planning, but it’s important to understand the responsibilities that come with being a trustee.

Shuriken has set up many self-managed superannuation funds (SMSF) over the years. Our team will work closely with your financial advisor to make sure the structure of the SMSF is set up correctly.

Our experts can provide tax and accounting advice for your business structure. We can assist you in providing a bank with the required information if you want to buy a property. Additionally, the Shuriken team can handle accounts, tax return, and year-end audit.

There are several trust laws and legislative requirements for setting up a SMSF. Typically, these are some you need to consider:

  • 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).

Get the professional advice you need to set up your own fund and notably simplify the process for you. Contact us today to see how we can help you.

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Disclaimer: Any general advice in this article does not take account of your personal objectives, financial situation and needs. Read the relevant Product Disclosure Statement (if applicable) before acquiring any product mentioned in this article.