Horizon Superannuation SMSF Set up and Administration

Step 1 for future proof finance

Don’t be put off the negative comments from big super funds about managing your own fund. With the right people in your corner, SMSF set up is simple and the first step to building your retirement savings. SMSFs are different to other types of super funds, because the members of the fund are usually the trustees. As a member and the trustee, you’re responsible for complying with tax and super laws.

Paperwork made simple

You need some smarts to organise SMSF set up, but it’s not out of reach. We’ll deal with the legal requirements to arrange your:

trust deed and Corporate Trustee

Australian Business Number (ABN) application and TFN

notice of election to become a regulated fund

minutes, membership application forms and member advice notice

fund bank account

share broking account for buying and selling shares (if required).

Set up costs

Establishing your SMSF is done on a fixed price structure. You know exactly what you’re paying and why. Once only set up costs:

SMSF for individual trustees: $550 (includes Trust Deed, all documentation and GST)

Corporate Trustee Company: $968 (including GST)

Corporate Trustee and SMSF: $1518 (including GST)

SMSF's can operate with only one member or up to 4 family members.

Top tips for setting up your SMSF

Your personal circumstances are unique, and you should always get, professional advice from qualified SMSF advisors. Top tips on how to set up a fund to take control of your super:

get advice from a SMSF specialist advisor who is up to date with compliance laws, and smart super and tax strategies

assess your needs and apply for insurance – this will include lifeinsurance, total and permanent disability (TPD) insurance and income protectioninsurances

work with a team who stay in touch and are proactive – not someone youonly hear from when something goes wrong

choose the structure that works for you – individual trustees (up to 4)or a corporate (company) trustee acting for the entire fund

look for a specialist with expertise in member and trustee requirements, ownership and separation of assets, penalties and succession

You don’t need to become a superannuation expert to have a SMSF. But you do need to partner with the right SMSF specialist.

Super simple roll-overs and switches for existing SMSF's

If you’re rolling over other super fund balances to set up a SMSF, or transferring an existing SMSF, we’ll manage the transfer for you. No awkward phone calls –as ethical administrators, we advise your fund in writing and transfer all your information to our systems. Simple and seamless.

Your next step: Super administration

With your set up sorted, it’s time to get across administration for a smooth running fund, including annual audit, tax return preparation and lodgement and financial statements.

simple set up

Take the pressure off with fast, affordable SMSF set up from $550 (inc. GST)

STEP 1

SUPER ADMIN YOU CAN TRUST

Leave the paperwork to us. We'll take away the hassle.

STEP 2

stay 100% compliant

Tick all the legal boxes

step 3

planning for your future

Make the most of your money

step 4