Office: Suite 513, Level 5, 321 Pitt Street, Sydney NSW 2000

02 7228 0466

SMSF Setup

Set up your Self-managed super fund online.

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Information Required for SMSF Setup

-Photo ID (passport of Australian Driver's License)

-Tax File Number

-Director ID

-Name for your new SMSF and Trustee Company

-Ensure all personal and business Tax Obligations are up-to-date.

Terms of Service

By Clicking 'SET UP MY SMSF' below, you acknowledge and accept all of the following Terms of Service:

1. You wish to establish a Self-Managed Super Fund (SMSF) via this 'Execution only service'; and

2. You are instructing Sydney SMSF Services to implement your instructions in regard to the establishment of an SMSF; and

3. You acknowledge that Sydney SMSF Services and its employees/directors are not licensed to provide advice on the establishment of an SMSF; you have not sought personal financial advice on this matter from Sydney SMSF Services or its employees/directors; and

4. You should consider taking advice from an AFS licensee before making a decision about a setting up an SMSF or any financial product; and

5. You acknowledge that when providing this 'Execution only service' Grow SMSF and its employees/directors are assisting you to obtain the documents and complete the registrations necessary to establish an SMSF on your behalf only; and

6. You confirm that Sydney SMSF Services or its employees/directors have not influenced your decision to establish an SMSF; and

7. Any information provided by Sydney SMSF Services through any method (including but not limited to website content, blog posts, social media posts, videos, seminars, phone or in-person conversations) prior to you completing this request is factual information only and does not constitute financial product advice; and

8. You acknowledge that establishing an SMSF via this form does not take into account your personal objectives, financial situation or needs; and you have independently determined that establishing an SMSF is appropriate for your particular circumstances; and

9. You agree to indemnify, defend and hold harmless Sydney SMSF Services and its partners, officers, directors, agents, contractors, licensors, service providers, subcontractors, suppliers, interns and employees, harmless from any claim or demand, including reasonable solicitors/attorneys’ fees, made by any third party due to or arising out of your breach of these Terms of Service or the documents they incorporate by reference or your violation of any law or the rights of a third party; and

10. You confirm that Sydney SMSF Services and our partners, officers, directors, agents, contractors, licensors, service providers, subcontractors, suppliers, interns and employees will not be held liable for any losses suffered as a result of establishing an SMSF through this service; and

11. You acknowledge that prior to continuing this application form, you have visited the external resources below.

Australian Taxation Office - Self-managed super funds

ASIC Moneysmart - Self-managed super funds (SMSF)

SMSF Association - SMSF Trustee Content (SMSF Connect)

Set up my SMSF

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Office: Suite 513, Level 5/321 Pitt Street, Sydney NSW 2000

02 7228 0466

Assistance Hours: Mon – Sat 9:00am – 5:00pm

Sunday – CLOSED

General Information Warning & Disclaimer

All information contained on this website is provided as an information service only and, therefore, does not constitute, 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, and you will need to make your own decision about how to proceed. Alternatively, 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.

Sydney SMSF Services does not hold an Australian Financial Services License (AFSL) and we are not authorized representatives of a AFSL We do not provide financial product advice or recommend any financial products either expressly or implied.

From time to time Sydney SMSF Services may produce information or content about specific financial products or services that enable access to specific financial products however we do not recommend, endorse or confirm as suitable any financial product or service featured on the Sydney SMSF website or social media assets. This condition specifically applies to any financial product where Sydney SMSF provides services at a discounted or preferential fee due to the use of those products, services or accounts. It's not compulsory to utilize a specific account or service provider to be a client of Sydney SMSF however the types of accounts, investments and service providers you use for your SMSF will determine the fees your SMSF is charged.

Where Sydney SMSF provides information in relation to a financial product or service supported by or integrated with Sydney SMSF Services the information is factual information only about the operation of the account or service and how data or reporting information is made available to us. Before making a decision on any financial product for your SMSF you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision. As financial product and solution providers are frequently making changes to their products and services Sydney SMSF cannot accept any responsibility for any outdated or inaccurate information provided on this website or via social media assets.

Sydney SMSF Services is Sydney based accountants looking after SMSF trustees from around Australia.

Liability limited by a Scheme approved under Professional Standards Legislation,