"Accounting with purpose"

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. 

Gareth Hunt Pty Ltd (ASIC No. 1248315) ACN 101 055 029 ABN 24 844 296 807 is a Corporate Authorised Representative 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

Website: www.meritwealth.com.au | Link: Privacy Statement  | FSG | COMPLAINTS

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

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