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New SMSF Establishment or Take-Over of Existing SMSF

  • Ongoing Administration
  • Administration Lite
  • Portfolio Reporting
  • Activity Pack
  • Draft Tax Returns & Financial Reports
  • Auditing
  • Tax Agent
  • Pension
  • Auditing

Alliance Partners utilise an online application form to establish a SMSF or to facilitate Take-Over of an existing fund. CSS prepare the relevant documents and send for client signatures.

The documents prepared for a new SMSF will include:

  • Establishment of an individual or Corporate Trust
  • Relevant Trust Deeds
  • Complying Documents (including minutes)
  • ABN and TFN Application
  • Establishment of cash management account and stock broker account (if applicable)
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