Self Managed Super Funds

Morrows can assist in the establishment of SMSFs. We can help you to maintain fund compliance so that your superannuation fund will receive concessional taxation treatment and avoid tax penalties.

As part of our service we will provide: 

• Instructions that set out the overall process that the trustees of the fund should follow; 
• A guide to trustee responsibilities for a superannuation fund; 
• Three copies of the trust deed prepared by Morrows Legal Pty Ltd for execution plus an outline of the special features of the deed; 
• A trustee's declaration of non-disqualification; 
• A trustee's consent to appointment as a trustee of the fund; 
• Applications by the members to join superannuation fund; 
• Information to new members about the main features of the Fund; 
• A request for a member's tax file number; 
• Minutes of a meeting of the trustees to establish the fund; 
• An application to register for the New Tax System - Superannuation Entities - Australian Business Number and election to become a regulated superannuation fund; 
• Information about the fund's responsibility under the GST for which registration may be made through the application for the New Tax System; 
• Information about the process for establishing an investment strategy.

A more detailed look at the features of our SMSF Deeds.

To establish a Self Managed Superannuation Fund please click here.

To vary a Self Managed Superannuation Fund Deed please click here.