Thinking about setting up a SMSF ?
Need help with establishing an SMSF?
You must understand the benefits of risks of an SMSF to determine if an SMSF is right for you. We are happy to take the time to ensure you have all the information to assist you with your decision to set up an SMSF. Note we are not financial advisors and if you require financial advice to assist in deciding if an SMSF is right for you, please seek advice from a qualified financial planner.
All SMSFs include either individual trustee or a company as trustee (Learn Why) – to be confirmed by you .
Our SMSF set up fees are FIXED at $2,200 (including GST) including ASIC fees for the establishment of a corporate trustee for the SMSF. Annual fees for the SMSF are $2400 including GST for the first year (excluding pension funds which are $3,000). Our fees do not include the SIS Levy for the first year. This is to be paid from your SMSF. Refer to https://redwoodadvisory.com.au/smsf/fees/ for more information on SMSF fees and ongoing costs.
Get your super moving set up an SMSF today
“Independent research suggests that education is the key barrier in establishing a SMSF. Our SMSF specialists will walk you through the benefits and risks of establishing an SMSF and assist you in completing all of the required documentation.”
Redwood’s SMSF set up service package includes:
1. Access to our website covering the risks and benefits of SMSF
2. Redwood Advisory SMSF Toolkit – Includes all the information you need to GET YOUR SUPER MOVING! This includes the process of financial advice.
3. Company set up and ABN/ TFN Application – Company will be set up with $1 paid up capital as requested/confirmed by you
4. Redwood Advisory SMSF Folder – Includes all documentation to be a complying SMSF
a) Trust Deed (provided by Now Infinity Legal)
b) Company Register
c) ATO Trustee Declaration
