Resource Centre
How to set up a new SMSF
After doing your research (including the advantages vs disadvantages in the SMSF Benefits section of your website and the SMSF Risks and Costs guide below) you’ve decided a SMSF is the right choice for your superannuation and retirement planning.
The general steps are:
| DECIDE | Decide if a SMSF is right for you |
| Complete the Super Plus order form | |
| ORDER | Super Plus prepares documents |
| SIGN | Documents sent to you within 4 days |
| You sign and return to Super Plus | |
| BANK | Bank Account opened |
| Macquarie CMA / DDH Graham or Bank account of your choice | |
| MONEY | Rollover existing super (check first what benefits you may be losing eg. life insurance) |
| Make contributions (don't exceed your contribution caps) | |
| CHOICE | You're in control |
| Start investing the way you want (within the regulations and your Investment Strategy parameters) |
SMSF considerations - Risks and Costs
Read this guide to understand better some of the SMSF risks and costs
New Fund Order Form
Use this form to establish a new SMSF