Resource Centre

How to set up a new SMSF

After doing your research (including the advantages vs disadvantages in the SMSF Benefits section of your website and the SMSF Risks and Costs guide below)  you’ve decided a SMSF is the right choice for your superannuation and retirement planning.

The general steps are:

DECIDE Decide if a SMSF is right for you
Complete the Super Plus order form
ORDER Super Plus prepares documents
SIGN Documents sent to you within 4 days
You sign and return to Super Plus
BANK Bank Account opened
Macquarie CMA or DDH Graham money market account - required
MONEY Rollover existing super (check first what benefits you may be losing eg. life insurance)
Make contributions (don't exceed your contribution caps)
CHOICE You're in control
Start investing the way you want (within the regulations and your Investment Strategy parameters)

SMSF considerations - Risks and Costs

Read this guide to understand better some of the SMSF risks and costs

New Fund Order Form

Use this form to establish a SMSF

Macquarie CMA addtional information

Complete this form to provide additional information, if Super Plus is filling out the Macquarie CMA application form for the client.

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