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 nowTransferring 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
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What you need to know
It’s important to consider your particular circumstances and read the relevant Financial Services Guide or Terms and Conditions before deciding what’s right for you. This information hasn’t taken your circumstances into account. As a trustee of your SMSF you are ultimately responsible for your SMSF, including the investment decisions that you make for your SMSF. If you need assistance, please seek a financial adviser.
Any tax information provided is general, intended as a guide only, and based on our understanding of taxation laws current at date of publication. It is not a substitute for specialised taxation advice or an assessment of liabilities, obligations or entitlements that arise, or could arise, under tax law. We recommend consulting a registered tax agent / tax professional.
On this page ‘you' and ‘your’ means the Trustee(s) of your SMSF.
The AMP SMSF Administration service is offered by SMSF Administration Solutions Pty Ltd ABN 76 097 695 988 AFSL 291195, trading as AMP SMSF Administration an AMP Group Company.