Contact Sunshine Coast SMSF Solutions on 07 5451 6888

Responsible advice and ethical management of your personal superannuation fund

Setting up a SMSF offers the ability to tailor an investment strategy that suits your income and lifestyle, providing you with more investments options and the potential for reduced costs.Setting up a SMSF offers the ability to tailor an investment strategy that suits your income and lifestyle, providing you with more investments options and the potential for reduced costs.

How to set up an SMSF
It’s important to set up your SMSF properly so that it’s eligible for tax concessions and easier to manage once it’s up and running. You’ll need to:

  • consider finding an SMSF expert to help you with the initial set up;
  • create a trust deed;
  • appoint trustees;
  • register with the ATO;
  • set up a bank account for your fund;
  • roll over your super;
  • set up an investment strategy.

Need help and want to know more?
Call Sunshine Coast SMSF Solutions for assistance on (07) 5451 6888 or send us an email.

What you need to know

Before deciding whether an SMSF is right for you it pays to consider the key advantages as well as the drawbacks of an SMSF.

Benefits of setting up a SMSF

  • SMSFs provide a greater degree of control and flexibility over you investments, making them suitable for sophisticated investment and retirement strategies
  • Increased estate planning and retirement options
  • Potential for tax efficiencies

Establishing and maintaining an SMSF involves:

  • Making time to effectively administer the fund and monitor its assets
  • Paying the costs of auditing, supervisory levies and day-to-day administration

Sunshine Coast SMSF Solutions

Sunshine Coast SMSF Solutions
Suite 8
61- 63 Primary School Court
PO Box 6070, Maroochydore,
BC QLD 4558
Phone: +61(0) 7 5451 6888
Fax: +61(0) 7 5451 6809
E-Mail: info@sunshinesmsf.com.au

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Sunshine Coast SMSF Solutions



Sunshine Coast SMSF Solutions Pty Ltd, ABN 47 611 513 958, is an Authorised Representative of Count Financial Limited.

‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

Count is a Professional Partner of the Financial Planning Association of Australia Limited.

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