Setting up your SMSF:

Setting up a new SMSF

What you'll need:

Choose a name for your SMSF

Personal details for each member including tax file numbers

If you plan to use a corporate trustee, the name you would like to use for this company

Identification documents for yourself and each fund member, eg. driver license, Medicare card, passport

Apply now

Transferring your SMSF

What you'll need:

Details of your existing SMSF

Details of your corporate trustee (if you have one)

If you are using an administrator for your fund we will need their contact details so we can contact them and initiate the transfer

Apply now

View AMP SMSF Administration – Choice

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