Setting up or winding up a Self-Managed Superannuation Fund (SMSF) can be a daunting and intricate task
Ensuring that your SMSF is established or closed in a way that aligns with your financial goals is crucial.
At Intuitive Super, we specialise in making these complex processes straightforward and stress-free.
Fund Initial Setup / Windup
New Fund Set-Up
Creating a new SMSF involves several essential steps, including drafting a Trust Deed, establishing a corporate trustee, and applying for an ABN and TFN. Intuitive Super handles each step with precision to ensure your fund is compliant and tailored to your needs. Our services include:
- Trust Deed Drafting
- Corporate Trustee Establishment
- Trust Deed Amendment (if required)
- ABN & TFN Application
- Removal & Appointment of Trustees
- Fund Windup.
Important Considerations
It’s important to note that an SMSF is regarded as a “Financial Product.” While Intuitive Super Pty Ltd is not licensed to provide financial product advice under the Corporations Act, we highly recommend consulting an AFS-licensed adviser. For expert guidance on whether an SMSF is suitable for your situation, consider speaking with Carrick Aland Wealth Planning Pty Ltd.
Fund Member Transactions / Updates
As life circumstances change, your SMSF may require adjustments. Whether you need to commence a pension, withdraw a lump sum, or handle a rollover, Intuitive Super can swiftly and efficiently manage these updates. Our services include:
- Binding and Non-binding Death Nominations
- Member Pension Commencement Documents
- Member Lump Sum Payment Documents
- Member Rollover to Complying Superannuation Fund
- Pension Commutation.
Other Ongoing SMSF Services
An SMSF is not a “set and forget” investment. Maintaining your SMSF involves regular compliance and administrative tasks. Intuitive Super offers comprehensive ongoing services to keep your fund in optimal condition throughout its lifecycle. Our services include:
- Quarterly Business Activity Statement
- Actuarial Certificate (Pensions)
- Assistance with Matters of Non-compliance (ATO Audit)
- Marriage Breakdown and Benefit Splitting
- Death Benefit Processing
- Year-end Compliance and Tax
- TRIS Set-Up
- Account-Based Pension Set-Up
- Arrangement / Coordination of Annual SMSF External Audit.
Navigating the complexities of SMSF setup, maintenance and compliance can be challenging. Intuitive Super is here to simplify these processes, ensuring your SMSF aligns with your financial objectives and remains compliant with regulations. Whether you’re setting up a new fund, making member updates or handling ongoing compliance, our team provides expert support every step of the way.
For more detailed information about our services, please contact Intuitive Super’s award-winning team on 1300 856 064 or read more here »
