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New Self-Managed Superanuuation
Information For New Self-Managed Superannuation Funds (SMSF)
An SMSF is not for everyone, and before you create your Fund we recommend you take note of the information below.
Section 17 of the Superannuation Industry (Supervision) Act provides definitions and conditions for what constitutes a Self-Managed Super Fund. You can find the relevant section in the
Superannuation Industry (Supervision) Act 1993
As a general summary, SMSFs can be Multiple Member Funds or Sole Member Funds and each type can adopt either Corporate or Individual Trustee structures.
Read more about the different types of SMSFs
Becoming a Trustee of an SMSF is an important decision that carries certain duties and responsibilities. The primary concerns being the management of the Fund for the benefit of Members for their retirement and ensuring Fund Assets are held in Trust and invested on behalf of the Members.
For more information refer to the
Australian Tax Office
and our FAQs.
This summary is general in nature; it is not exhaustive and does not consider the individual circumstances of the reader. It should not be confused with professional advice and should not under any circumstances be relied upon. Patricia Holdings cannot guarantee its accuracy and we strongly recommend that professional advice be sought before creating a SMSF.
Trust Name
Desired Trust Name
Update
Trust Name
Trustee(s)
A Company
All Directors of the Company are Members of the Fund
Not a Company
*
- more than one trustee
Trustees will be the same as the Members
Not a Company
*
- one sole member plus a non-member trustee
Note: Lump sum payments not available for non-corporate trustees
Corporate Trustee
Company Name
Suffix
Please Select
PTY LTD
PTY LIMITED
PROPRIETARY LTD
PROPRIETARY LIMITED
LTD
LIMITED
ACN
Unknown
Address
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1
6
Full Name
Address
Add New Member
Full Name
Address
Please Select
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Search Address
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Remove Row
Sole Member / Trustee
Address
Please Select
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Select an Existing Address
Non-Member Trustee
Address
Please Select
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Select an Existing Address
Delivery Method
Full Service Couriered Product and Email delivery
$ 374.00
Full Service Courier only delivery
$ 352.00
Email Only Delivery
$ 242.00
Provide an "authority to leave" for my parcel ?
Yes
No
Delivery Instructions
For Courier Delivery Only
Folder Colour
(no extra charge)
Black
White
Extra printed copy(ies) of Deed
$ 0.00
$0.00
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