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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)

At Canterbury Wealth Management we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

Canterbury Wealth Management Pty Ltd is a Corporate Authorised Representative No 124 5961 of SMSF Advisers Network Pty Ltd

ABN: 64 155 907 681, AFSL No 430062, smsfadvisersnetwork.com.au

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Contact Us

Feel free to get in touch with our professional team of accountants today. Just complete the enquiry form or call our office. We will handle your request promptly.

Canterbury Wealth Management
Suite 2, 310-314 Whitehorse Road
Balwyn VIC 3103 - Find us on the map
(Ample parking available at rear of the building)

Tel: 03 9888 6424
Fax: 03 9923 6576
Email: info@canterburywealth.com.au
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