Get started
There’s just 5 simple steps to get started – all of which we can guide you through:
Check if you’re able to be a fund trustee
Pick a name for your fund. Note – you don’t need to get caught up in calling your fund something wild, the format [family name] + [family trust] is all you need.
SMSF Wizard will set up your fund, including:
- Setting up your TFN and ABN
- Filling out member application forms, trustee and ATO documents
- Registering your fund to ensure it’s compliant
- Creating your Trustee Company & Super Fund Deed
Set up a bank account you’ll be depositing your super funds into (or ask us to help). You choose the bank or brokerage, or leave it up to us.
Transfer your existing super (or ask us to help).
Feels a bit like accountant-speak? Our team can break it down for you.
Reach out to us for a chat.
