Self-managed Superannuation Funds

Carr Barnett can refer you to a financial planner for insurance, investment and establishment of a Self-Managed Superannuation Fund.

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)

Carr Barnett prepare the annual accounts and lodge the annual Income tax return with the ATO.

Carr Barnett can refer you to our well respected auditor for the annual Audit of your SMSF.