SMSF Set Up

 

Azure Group has many years of experience in establishing SMSFs and will work with you to ensure establishing your new SMSF is very straight forward.

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 incorporating SMSF funds for our clients and will work with you to ensure it is a hassle-free process.

Our complete SMSF Establishment Service include:
- Complimentary consultation with one of our team to discuss the regulatory  and other obligations, Trustee responsibilities and other reporting requirements.
- Assistance in 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 in the process of setting up of a bank account and ETP rollovers transfer process from your existing super to your SMSF.
- Introduction to our wealth partners to assist in the ongoing management of your SMSF, investments and insurance and to provide ant financial advice regarding asset purchase and funding, if necessary.