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Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Smith Jones we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

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What We Do

We've also developed our traditional auditing and accounting practices into innovative client-focused services.

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Who we are

At Smith Jones we aim to provide you with advice when your business needs it, not just when you ask for it.

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Tool Box

View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Donald Lawrence
Director
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Diane McKim
Accountant
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Brian Lemos
Accountant
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Adam Avalos
Accountant
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Millie Engel
Accountant
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Mary Horvath
Reception
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Smith Jones Blog

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