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SMSF establishment

  1. Trust deed and Product Disclosure Statement
  2. Registration for ABN, TFN, GST
  3. Establishment of company to act as corporate trustee (where applicable)
  4. Beneficiary nominations
  5. Provision of membership applications and notice to become a regulated SMSF
  6. Assistance with rollovers from other superannuation funds
Taxation & Accounting
Audit & Assurance
Financial Planning
Business Development
SMSF
Human Resources
Cloud Accounting