Menu

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 Gregory & McCarthy Chartered Accountants we provide the professional advice you need to set up your own fund and greatly simplify the process for you.   We also provide administrative services for your Self-managed Superannuation Fund, including :-

  • Preparation of financial statements
  • Income Tax Returns
  • Minutes

 

Back to Services

Business Services

Business Services

We offer a wide range of services to help you run your business as effectively and as stress free as possible.

FIND OUT MORE
Specialist Services

Specialist Services

Our specialist services include SMSF services, business acquisitions & mergers, estate planning plus many more.

FIND OUT MORE
Tax & Audit Services

Tax & Audit Services

Need help with GST, audit and tax returns? Our team can assist you with all your taxation and auditing needs.

FIND OUT MORE