Melbourne’s Trusted SMSF Experts – Clear Tax

Establishing a Self-Managed Super Fund allows you to take a more active role in managing your retirement savings. If you’ve already decided to set up an SMSF and simply need help with the structure and paperwork, we offer an administrative service that ensures everything is prepared and registered correctly from the beginning.

This service is suitable for those who have already considered their options and are ready to proceed with setting up an SMSF.

What’s Included in Our SMSF Setup

SMSF Trust Deed

Preparation of a legally compliant trust deed tailored to the trustee structure you choose.

Tax and Business Registrations

We apply for the Australian Business Number (ABN), Tax File Number (TFN), and Goods and Services Tax (GST) registration if required.

ATO and ASIC Notifications

Notification to the ATO of the fund’s establishment and registration of required details with ASIC, where applicable.

Electronic Documentation

All documents, including trustee consents, member applications, and declarations, are delivered to you electronically for easy access and sharing with your advisers.

Trustee Structure Setup

Option to register the fund with either individual trustees or a corporate trustee. If you choose a corporate trustee, we’ll handle company incorporation and ASIC registration as part of the process (additional fees apply).

Ready to set up your SMSF?

Start My SMSF Setup

Disclaimer: We do not provide financial, legal or taxation advice. This is an administrative-only service and is carried out based entirely on the instructions you give us. You should speak with a licensed adviser or tax professional before deciding to create an SMSF.

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