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Self-Managed Superannuation Funds

An ever-increasing number of Australians are choosing to manage their own superannuation and take advantage of the significant tax benefits of holding investments within the superannuation environment.  There are now over 500,000 self-managed super funds in Australia with more than a third of the nation's superannuation under self-management, and with the ability to borrow within your own fund these investment vehicles have become extremely attractive for many people.

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Among other things you need to:

  • 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)
  • Prepare an Investment Strategy

While the ongoing administration of these structures can be complicated and burdensome, at KJB Accountants & Business Advisors self-managed superannuation is one of our specialities.  Please see our superannuation section for more information on Self-Managed Supernnuation Funds.  We can provide the professional assistance you need to set up your own fund and provide ongoing service to ensure the compliance and taxation requirements of this highly attractive structure are met. 

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