What we offer
SMSF Establishment
Initial Consultation
Digital Onboarding
Electronic Document Signing*
Special-Purpose Corporate Trustee Company
SMSF Trust Deed
ABN, TFN and ATO Registration
Trustee Declarations and Member Applications
Investment Strategy Documentation
SuperStream and Rollover Setup
Bank and Brokerage Account Setup Guidance
Onboarding into Simple Fund 360
*SMSF trust deed and ATO trustee declaration require wet-ink signatures
Ongoing Compliance
Annual Financial Statements
SMSF Annual Return
Member and Pension Statements
Independent Audit Coordination
Contribution, Rollover and Pension Processing
Ongoing Regulatory and Compliance Monitoring
ATO Correspondence on Your Behalf
Live Fund Reporting via Simple Fund 360