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SMSF Setup Packages

It is important you make proper consideration and seek appropriate advice before setting up an SMSF. SuperShift IQ do not provide financial advice. You must seek appropriate financial advice in regards to rollovers (rolling over any existing super funds you have into your new SMSF) and suitable Life, TPD, Trauma and Income Protection insurances (as you may lose significant benefits). If you require any assistance in these areas, SSIQ can put you in touch with their aligned SMSF specialist advisers.

Basic Setup Package (Individual Trustee)

  • SMSF establishment
  • ATO registrations
  • Generic SMSF investment strategy
  • SMSF administration for 1 year*
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Standard Setup Package (Corporate Trustee)

  • SMSF establishment
  • ATO registrations
  • Trustee company establishment
  • Generic SMSF Investment strategy
  • SMSF administration for 1 year*
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*SMSF administration includes SMSF tax agent and administrative services for 1 financial year. ASIC agent services for trustee companies are not included.

Self Managed Superannuation Funds are the fastest growing industry in Australia

The information provided on this website (including the video on this page) is as an information service only and, therefore, does not constitute financial product advice and should not be relied upon as financial product advice. None of the information provided takes into account your personal objectives, financial situation or needs. You must determine whether the information is appropriate in terms of your particular circumstances. For financial product advice that takes account of your particular objectives, financial situation or needs, you should consider seeking financial advice from an Australian Financial Services licensee before making a financial decision.