Forms and Applications
Get Started
What do I need to get started?
- Have your Tax File Number ready
- Have your Drivers Licence ready
SMSF Establishment & Administration
All sections of the form must be completed accurately. Any omissions, corrections, or changes to the application may result in delays and/or additional fees. Your SMSF specialist adviser can assist you with this process or complete it on your behalf.
Once the application form is complete, you will be prompted to confirm your submission and make payment for the establishment of your new SMSF.
Need Help?
Self Managed Solutions are here to help, so if you are having trouble with the questions in the SMSF application, it is better to consult with us to get it right than to finish incorrectly – Call today 08 9754 8686.
Resources
FAQs
What is the difference between financial advice and financial planning?
Financial planning is a comprehensive service that helps you create a strategy for managing your finances, including investments, insurance, retirement, and estate planning. Financial advice is part of this process, where we offer expert guidance on specific financial matters.
How often should I review my financial plan?
It’s important to review your financial plan at least annually or whenever there is a major change in your life, such as a career shift, a new investment, or changes in your family situation. We can help you adjust your plan to keep it aligned with your goals.
Can financial planning help with retirement goals?
Yes, financial planning is crucial for setting and achieving retirement goals. We help you understand your superannuation options, create savings strategies, and plan for your desired lifestyle in retirement.
What services does Self Managed Solutions offer?
We offer expert SMSF management, proactive client advising, tailored financial strategies, and comprehensive support to help clients navigate their financial journey with confidence.
Why choose Self Managed Solutions for financial advice?
We provide tailored, proactive advice focused on your unique financial situation, helping you achieve long-term success and reach your financial aspirations with expert guidance.
Articles & Insights
Retirement Spending Strategy: Maximising Your Super for a Secure Future
Managing your retirement savings effectively is crucial to ensuring long-term financial security. A well-structured spending strategy for your Self-Managed Super Fund (SMSF) can help you make the most of your savings while maintaining financial stability throughout...
Avoiding Hidden Costs: How Accurate Bookkeeping Protects Your Business from ATO Penalties
Effective bookkeeping is the foundation of any thriving business. However, many Australian business owners don’t fully grasp the consequences of bookkeeping errors until they’re hit with penalties from the Australian Taxation Office (ATO). From missed lodgments to...
Understanding Fringe Benefits Tax (FBT) for Australian Employers: A Guide for 2024-25
What is Fringe Benefits Tax (FBT)? Fringe Benefits Tax (FBT) is a tax levied on employers for providing certain non-cash benefits to their employees. These benefits are usually provided in addition to regular wages or salary and can range from company cars to housing...
Recent News
Retirement Spending Strategy: Maximising Your Super for a Secure Future
Managing your retirement savings effectively is crucial to ensuring long-term financial security. A well-structured spending strategy for your Self-Managed Super Fund (SMSF) can help you make the most of your savings while maintaining financial stability throughout...
Disclaimer
All information provided on this website does not consider any of your investment objectives, financial situation or particular needs and should not be in any way considered as financial advice. Self Managed Solutions does not provide financial product advice or recommend any financial products. This applies equally to those financial products which are established for any entity or when you become a client of Self Managed Solutions. We also recommend that you seek professional advice from a financial adviser before making any decision or purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omission.
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