How do I set up a Self Managed Super Fund
It’s important to set up your SMSF properly so that it’s eligible for tax concessions and easier to manage once it’s up and running. You’ll need to:
- consider finding an SMSF expert to help you with the initial set up
- create a trust deed
- appoint trustees
- register with the ATO
- set up a bank account for your fund
- roll over your super
- set up an investment strategy.