Menu

Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically 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)

The Superannuation industry has grown over the last decade and is now a specialised area. West Currie Consultants has worked closely with the Meritum Financial Group over the years and have confidence in referring our clients on to someone we know and trust to assist clients with investment choices, and ensure they are within the clients investment comfort zone.

For more information please follow the link http://www.meritumfg.com.au/self-managed-super-funds/, and contact the team at West Currie Consultants for further guidance.    

 

Back to Services

What We Do

At West Currie Consultants we aim to provide you with advice when your business needs it, not just when you ask for it.

READ MORE

Who we are

At West Currie Consultants we are committed to forming close partnerships with our clients...

READ MORE

Tool Box

Click the links to access these resources

READ MORE

Meet The Team

Julie West
Partner/CPA
FIND OUT MORE
Rebecca Heath
Partner/CPA
FIND OUT MORE
Kerry Pretlove
Assistant Taxation Consultant
FIND OUT MORE
Elizabeth West
Graduate Accountant
FIND OUT MORE
Suzie Cranage
Off-Site Accountant/Tax Manager
FIND OUT MORE
Leanne Lloyd
Administration Team
FIND OUT MORE
Emma Kennett
Administation Team
FIND OUT MORE

Latest News | RSS

West Currie Consultants Blog

Contact / Connect