If you are looking to establish a new SMSF, GETSMSF is the right place to start. Our setup process requires no actual effort by you. Below are the steps to create your own SMSF.

Step 1: Complete our online application form.
Download our apllication form by clicking here and mail or fax back.

Step 2: GETSMSF establishes your SMSF with the ATO
All the legal documentation to establish your SMSF will then be forwarded to you. Unlike other DIY Superfund providers we assist you in completing any application forms. The documentation provided must be signed and returned to our office. As part of our setup service GETSMSF attends to all aspects of the setup process including:

• Providing the SMSF Trust Deed
• Providing documentation to appoint Trustees
• Lodgement of an Election for your SMSF to become a regulated fund
• ATO Application to obtain a Tax File Number for your SMSF
• ATO Application to obtain an Australian Business Number for your SMSF
• Providing a Sample Investment Strategy that you can adopt for your SMSF or modify
• Providing Resolutions and minutes to acknowledge the establishment of your SMSF

Step 3: GETSMSF establishes your SMSF Bank Account
When you become a client of GETSMSF an NAB client trust A/C Account is established for your SMSF which acts as the Transaction Account (eg to receive super contributions and pay Fund expenses) for your SMSF. The NAB client trust A/C Account must be used as your Fund’s Bank Accounts in order to provide our services at a fee significantly below the market.

Step 4: GETSMSF establishes your SMSF Share Trading Account
Documentation to establish a SMSF Trading Account is attached together with the documents forwarded to you. Your SMSF must have a Trading Account known as GET Account to transact over 28 different exchanges. The GET Account must be used as your Fund’s Trading Account in order to provide our services at a price significantly below the market.

Step 5: Confirmation of SMSF Establishment
A Setup Package will be sent to you upon successful establishment of your DIY Superfund. This includes:

• Documentation confirming your SMSF is established with the ATO
• A Tax File Number (“TFN”)
• An Australian Business Number (“ABN”)
• Your SMSF NAB client trust A/C Account Number and Internet Login Details
• Your SMSF GET Trading Account Number and Internet Login Details

Step 6: Rollover of your Existing Super Monies to your SMSF Bank Account
You can also transfer your existing super benefits to your new Superfund.

Step 7: Invest your Super
Once you have rolled over your Super, you can begin investing it.