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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 Koschel Simpson Mattner we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 



KSM Wealth Pty Ltd is a Corporate Authorised Representative (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).

The advisers of KSM Wealth Pty Ltd provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Pty Ltd.

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GENERAL ADVICE WARNING

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

KSM Wealth Pty Ltd is a Corporate Authorised Representative (No.326979) of Professional Investment Services Pty Ltd Head office address: Level 14, Corporate Centre One, Cnr Bundall Road & Slatyer Avenue, BUNDALL QLD 4217 T: 07 5574 0244 | F: 07 5574 0180 | info@profinvest.com.au | www.profinvest.com.au ABN 11 074 608 558 | Australian Financial Services Licence No. 234951

KSM Wealth Pty Ltd (CAR) no. 326 979. ABN 60 082 422 320. Robert Koschel is a sub authorised representative (ARN 244979) of KSM Wealth Pty Ltd