Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • obtain a trust deed
  • appoint trustees
  • sign a trustee declaration (NAT 71089)
  • elect to become a regulated fund
  • obtain a tax file number (TFN)
  • obtain an Australian business number (ABN)

At APL Accountants we provide the professional advice you need to set up your own fund and greatly simplify the process for you.