SMSF Setup
Establish your Self Managed Super Fund with expert support from experienced SMSF accountants and financial planners. Our team ensures your fund is structured correctly, compliant with Australian regulations, and aligned with your long-term financial goals.
Why Setting Up an SMSF Matters
Setting up a Self Managed Super Fund (SMSF) gives you greater control over how your retirement savings are managed and invested. Unlike traditional super funds, an SMSF allows you to make decisions about investment strategies, asset allocation, and long-term financial planning.
However, establishing an SMSF requires careful planning and compliance with Australian superannuation regulations. From setting up the legal structure to registering with the Australian Taxation Office (ATO), every step must be completed correctly to ensure your fund operates legally and efficiently.
With the right guidance, setting up your SMSF can be a powerful way to take control of your retirement planning while ensuring your superannuation strategy aligns with your personal financial goals.
Key Benefits of SMSF Setup
Greater Control Over Your Investments
An SMSF allows you to decide how your retirement savings are invested, giving you flexibility to tailor your investment strategy to suit your financial goals.
Structured and Compliant Setup
Our team ensures your SMSF is established correctly from the beginning, meeting all regulatory requirements and avoiding common compliance issues.
Professional Guidance
Setting up an SMSF involves legal, financial, and compliance considerations. We guide you through each step to ensure your fund is structured properly.
Long-Term Retirement Strategy
An SMSF can support a more personalised retirement strategy, allowing you to manage your super in a way that aligns with your long-term financial objectives.
Key Benefits of SMSF Setup
Our SMSF setup service is designed to make establishing your fund straightforward and compliant with Australian regulations.
Our service typically includes:
- Establishing your SMSF trust deed
- Registering your SMSF with the Australian Taxation Office (ATO)
- Applying for your SMSF ABN and TFN
- Setting up your SMSF bank account and financial structure
- Preparing documentation required for compliance and reporting
- Guidance on your SMSF investment strategy
- Ongoing support to ensure your fund meets regulatory requirements
With our support, you can establish your SMSF with confidence knowing that the structure and compliance requirements are handled correctly from the beginning.
Ready to Set Up Your SMSF?
Speak with our team to discuss whether a Self Managed Super Fund is the right structure for you and how we can help establish your SMSF correctly from the start.
SMSF Setup Costs & Pricing
At New Wave SMSF, we understand that the cost of establishing a Self Managed Super Fund is an important consideration when planning your retirement strategy.
Our SMSF setup packages start from $1,500 + GST, which includes the establishment of the SMSF structure, preparation of trust documentation, and registration with the Australian Taxation Office.
Additional services such as SMSF investment strategy development, compliance support, and ongoing accounting services may also be available depending on your needs.
Our goal is to provide transparent pricing and professional guidance so you can establish your SMSF with confidence and clarity.
If you would like to learn more about SMSF setup pricing and available packages, our team would be happy to assist.
Our SMSF Setup Process
A clear and structured process designed to help you establish, manage, and grow your Self Managed Super Fund with confidence.
Speak With an SMSF Specialist Today
If you’re considering establishing a Self Managed Super Fund, our team can guide you through the entire process—from initial consultation to ongoing compliance support.
Speak with an SMSF specialist today to learn whether an SMSF is the right choice for your financial future.
What Our Clients Say
We are proud to support individuals and business owners with their SMSF accounting and financial planning needs.
See what our clients say about working with the New Wave SMSF team.
Frequently Asked Questions
What services do you offer?
We provide a range of SMSF services including SMSF setup, accounting, compliance, financial planning, investment advice, and retirement planning support.
Is an SMSF the right choice for me?
An SMSF may be suitable for individuals who want greater control over their superannuation investments and are comfortable managing the responsibilities associated with running a super fund.
What investment options are available in an SMSF?
SMSFs can invest in a wide range of assets including shares, property, managed funds, and other permitted investment options, provided they comply with superannuation regulations.
How much super is recommended to start an SMSF?
While there is no minimum requirement, many financial professionals suggest that an SMSF may be more cost-effective when the fund has a higher balance to manage setup and compliance costs.
Speak With an SMSF Specialist Today
Whether you are considering setting up a Self Managed Super Fund or want expert advice on managing your existing SMSF, our experienced team is here to help.
Take the first step toward gaining greater control over your superannuation and retirement strategy.