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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 Avonlea Advisory we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

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Gareth Hunt Pty Ltd ACN 101 055 029 ABN 24 844 296 807 ATF The Gareth Hunt Trust T/A Avonlea Advisory is a Corporate Authorised Representative (ASIC No. 1248315) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361. A Level 15, 115 Pitt Street, SYDNEY NSW 2000. 

Gareth Hunt (ASIC No. 1248314) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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Email: [email protected] Tel: 1300 785 611

Contact us today for more information on how we can assist you in obtaining your superannuation goals!