Professional SMSF Setup for Strategic Wealth Management

Establish a compliant self-managed super fund for your retirement strategy and long-term investments.

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Take Control of Your Financial Future

Establishing a self-managed super fund provides unparalleled flexibility and control over your retirement assets. A well-structured SMSF allows you to invest directly in property, shares and term deposits according to your specific financial goals.

At Coleman Financial Group, we provide expert SMSF setup to ensure your fund is fully compliant from day one. We build a secure foundation for your wealth strategy so you can manage your retirement investments with absolute confidence and strategic clarity.

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Established. Registered. Complying.

A self-managed super fund becomes operational once every part of its establishment is complete. Our role is to work through each requirement in order, so your fund reaches that point with nothing left outstanding and nothing to revisit later.

  • Built for control: Customising your fund structure provides the exact framework needed to execute your chosen investment strategy and achieve long-term financial objectives.
  • Rigorous compliance: Crafting a precise trust deed alongside a formal investment strategy ensures your private fund satisfies all current regulatory requirements from the very outset.
  • A foundation for retirement: Aligning your superannuation setup directly with your broader wealth accumulation strategy secures a seamless path for future succession planning.

What SMSF Setup Includes 

Establishing a fund involves several documents and registrations that need to align with one another. Each of the following is completed as part of your setup.

Trust Deed Creation

Establishing a legally robust and highly customised trust deed ensures your fund operations are governed accurately while fully accommodating your specific long-term investment objectives.

ATO Registration

Securing your fund Tax File Number and finalising the official registration with the Australian Taxation Office guarantees your new superannuation vehicle is fully compliant and ready to operate.

Bank Account Setup

Opening a dedicated cash management account provides a secure central hub for receiving employer contributions, processing rollovers, and executing your chosen market investments.

Investment Strategy Documentation

Drafting a formal and detailed investment strategy document keeps your fund strictly aligned with federal superannuation laws while providing a clear roadmap for your retirement wealth accumulation.

Rollover Facilitation

Managing the intricate administrative paperwork allows your existing retail or industry superannuation balances to transfer smoothly into your newly established private fund without unnecessary delays.

Corporate Trustee Integration

Aligning your new superannuation fund with a dedicated corporate trustee delivers superior asset protection and dramatically simplifies future succession planning for your accumulated family wealth.

How Much Does Our SMSF Setup Cost

Managing your retirement wealth requires clear financial expectations. We provide straightforward pricing packages for both your initial establishment and ongoing administration to ensure your fund remains compliant and highly efficient.

 

SMSF Setup

Ongoing Administration

Price

$1650*

From $1,980 per year*

What’s included

• Preparation of your fund’s establishment documents

• ABN, TFN, and ATO registration for the fund

• Electronic service address arranged for rollovers and contributions

• Guidance on opening the fund’s dedicated bank account

• Annual financial statements for your fund

• Preparation and lodgement of the fund’s annual return

• Member contributions, pension payments, and asset valuations recorded

• Coordination with your independent auditor

Ongoing administration is charged annually and begins once your fund is operating. Both fees are fixed and confirmed before any work starts, so the cost of establishing and running your fund is clear from the outset. 

Establishing Your Fund on Solid Footing

A properly structured self-managed super fund unlocks significant investment freedom and distinct long-term financial advantages. 

Entrusting the intricate setup and ongoing compliance to our dedicated SMSF accountants provides the exact clarity required to execute your retirement strategy successfully. Streamlining this administrative burden allows you to direct your focus entirely toward building a robust investment portfolio. Partner with us to secure a compliant and powerful superannuation vehicle.

Frequently Asked Questions

What is a self-managed super fund (SMSF)?

An SMSF is a private superannuation fund that you manage yourself. Unlike retail or industry funds, you choose exactly how your retirement savings are invested across property, shares, and other approved asset classes.

Can I use an SMSF to buy property?

Yes. An SMSF can purchase commercial or residential property provided the investment complies strictly with the sole purpose test. The property cannot be rented to or lived in by fund members or any related parties.

How many members can an SMSF have?

Current ATO regulations allow an SMSF to have up to six members. This makes it an excellent vehicle for families looking to pool their superannuation balances for larger strategic investments.

What happens once the fund is registered?

The fund’s dedicated bank account can be opened, contributions and rollovers can be received through its electronic service address, and record keeping begins from that point. The first set of financial statements and the annual return follow at the end of the fund’s first financial year.

What is involved in setting up an SMSF?

The fund’s establishment documents are prepared and signed, and the fund is registered with the ATO for an ABN and TFN. An electronic service address is arranged so it can receive rollovers and employer contributions, and a dedicated bank account is opened in the fund’s name.

What does ongoing SMSF administration cover?

This covers your fund’s annual financial statements, the preparation and lodgement of its annual return, and the recording of member contributions, pension payments, and asset valuations. We also coordinate with your independent auditor, as every SMSF is required to be audited each year.

Your financial future starts with a conversation.

Ready to take the next step? Our team of financial planners, accountants and mortgage brokers are here to help you make confident, informed decisions — whatever stage of life you're in.

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