Steps to setting up an SMSF with ESUPERFUND

MAIL

Complete ESUPERFUND’s online application form

#0101

It’s quick and easy, and ensures forms are already filled in with your details. SUBMITSUBMIT

Check the mail for yourEstablishment Package

#0202

ESUPERFUND will send you pre-filled documents as part of its Establishment Package, containing everything that you need to establish your SMSF, including... MAIL

Check the mail for yourEstablishment Package

#0202

MAIL

1. Trust deed.2. Documentation to appoint trustees.3. Election for your SMSF to become regulated.4. Tax file number application.

Check the mail for yourEstablishment Package

#0202

MAIL

5. Australian Business Number application.6. Sample investment strategy.7. Resolutions & minutes templates.8. Bank account application.9. Share trading account application.

#0202 Check the mail for yourEstablishment Package

This might seem like a lot of paperwork. However, ESUPERFUND has pre-filled it from your original online form.

Review the documents in the Establishment Package

#0303

You have one month to review all the documents.

Sign and return the documents from the Establishment Package

#0404

This will include the trust deed and all other supporting documents.

Establish your SMSF's bank and share trading account

#0505

ESUPERFUND establishes your SMSF bank account and compulsory SMSF share trading account for you, so you can start trading Australian Shares once your SMSF is set up.

Confirm your SMSF is established

#0606

CONFIRM

ESUPERFUND will send you:

i) ATO documentation detailing your SMSF’s ABN, TFN and registration details.ii) Bank and share trading account details.

#0606 Confirm your SMSF is established

iii) Rollover forms so you can roll over your existing super benefit to your SMSF.iv) An employee standard choice form so your SMSF can receive employer contributions.

CONFIRM

Roll over your existing super benefit to your SMSF bank account

#0707

You can now transfer your existing super benefits to your new SMSF.

100

$$

Invest your super#0808

That’s it. You’re all set up. Time to start investing! $

For more information download an ESUPERFUND information pack

or visit esuperfund.com.au

Your SMSF guide for the future. name

email

customise pack

phone*

DOWNLOAD THE INFO PACKtoo busy now?download & read later

sort articles by

plan your future learn about SMSFs why ESUPERFUNDSuperTodaybrought to you by