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Complete Super Solutions has instigated a work-from-home (WFH) policy for all staff. Please direct any queries through our Instead+ query portal and please continue to send enquiries via email to our support team on support <at> completesupersolutions.com or please feel free to call us on 03 9584 5999 and please feel free to watch a video from our Managing Director about WFH and our business https://youtu.be/M2f_RwmXiNk

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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