Setting Up a New SMSF

We take the stress and complexity out of establishing your self-managed super fund (SMSF).

The key steps are as follows: 

1.      You need to: 

 
2.      Catalyst Super will: 

  • Review your application and ensure that all required information has been included
  • Send you the following documents: Service Agreement, Direct Debit Request and Direct Debit Request Service Agreement

3.      You need to: 

  • Carefully read the Service Agreement, Direct Debit Request and Direct Debit Request Service Agreement, sign and return to us

4.      Catalyst Super will: 

  • Complete all necessary requirements for the establishment of the Trust Deed, Corporate Trustee (if applicable) and other statutory documentation including minutes and PDS for the fund members
  • Register the fund for a ABN, TFN and GST (if requested)
  • Set up an account for the fund on our online reporting system including all data feeds
  • Send you an email containing the account login and password details
  • Send all completed documents to you for signing

5.      You need to: 

  • Sign and return all documents to us
  • Read the ATO booklet “Running a Self-managed super fund
  • Set up a bank account for the fund
  • Formulate the investment strategy for the fund
  • Rollover your existing superannuation balances to your new SMSF
  • Make new contributions to your SMSF
  • Commence investing the fund’s monies according to the investment strategy
  • Arrange insurance for the fund members
  • Arrange binding death benefit nominations to be completed by each member

 



Call us now on 1300 961 547.


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