The following presentation outlines the considerations and requirements in order to establish a Self Managed Superannuation Fund (SMSF).
Once you understand what it means to have a SMSF, you are comfortable with the requirements and responsibilities of being a trustee, you have made the decision to establish a SMSF, then you will need to consider and decide on various matters.
These including the Trustee Structure, the Trust Deed, various Compliance documentation, Rollovers from other funds, various Insurances, the Investment Strategy and Estate Planning.
The presentation outlines key issues and tasks involved in the establishment process and areas which need careful planning and consideration once you have made the decision to establish your SMSF.
