Azure Group have in-depth experience in establishing SMSF funds for our clients and will work with you to ensure it is a hassle free process.

Considering your future and putting in place safe guards to protect your wealth are two key driving forces behind the trend towards establishing Self-Managed Superannuation Funds (“SMSF”).

Azure Group have in depth experience in establishing SMSF funds for our clients and will work with you to ensure it is hassle free process.

How we help

Our complete SMSF establishment service includes:

  • Complimentary consultation with one of our team to discuss and review and discuss your options
  • Determining the most appropriate trustee structure for you - individuals or special purpose company?
  • Incorporation of a special purpose SMSF trustee company (where applicable) including ASIC company registration fee
  • Provision of a high quality SMSF trust deed
  • Australian Business Number (ABN) and Tax File Number (TFN) application for the SMSF
  • Completion of all necessary forms, minutes and declarations
  • Assistance with the Setup of a bank account and rollovers to transfer your existing super to your SMSF
  • Introduction to Azure Group Wealth to assist in the ongoing management of your SMSF, investments and insurance