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)

The Superannuation industry has grown over the last decade and is now a specialised area. West Currie Consultants has worked closely with the Consortium Private Wealth over the years and have confidence in referring our clients on to someone we know and trust to assist clients with investment choices, and ensure they are within the clients investment comfort zone.

For more information please follow the link http://www.consortiumpw.com.au/services/self-managed-super/, and contact the team at West Currie Consultants for further guidance.

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