Entity Set Up

AAS’ SMSF Set Up Service assists Trustees, Advisers and Accountants in setting up the Fund.

The service includes setting up the Corporate Trustee (if applicable), creating the Trust Deed, preparing the various minutes, as well as applying for the ABN and TFN for the fund with the ATO.

If instructed by the adviser, AAS can assist in preparing the investment strategy for the fund and death benefit agreements for the members.

The SMSF set up service can also assist in setting up the fund's bank account and broker accounts so that all the paperwork can be completed and can be signed in the one go.

© 2024 Accounting and Adviser Services Pty Ltd. Privacy Policy