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Factors to consider before setting up a SMSF
Managing your own super is a big responsibility. Super is meant for your retirement, so there are special rules about how it's managed and when you can get it.
If you want to manage your own super, there are many  factors you need to consider. To work out whether an SMSF is right for you, it's important you take the following six steps:
- Consider your options and seek professional advice.
- Ensure you have sufficient assets, time and skills to manage your own fund.
- Follow the super and tax laws and understand the risks.
- Tailor your trust deed and investment strategy to suit the members of your fund.
- Be sure you can meet your record keeping and reporting obligations.
- Make sure you understand your annual auditing obligations.
There are strict rules that govern how you can use an SMSF and how you can invest your money. It can be difficult, so at times you might need to consult with  professionals and advisers, which can add to the cost of managing your fund.
You should consider if such costs and other regular fees and charges will affect the benefits you may get from having an SMSF.
Starting an SMSF is a very important decision, you see a qualified and licensed professional to help you decide if it's the right super fund for you.
Click here to read views of our our solicitors Batallion Legal.
New ATO Publications
ATO has recently released four new publications  about self-managed super funds (SMSF). These publications provide information tailored for people thinking about, setting up, running and winding up an SMSF.
- Thinking about self-managed super (NAT 72579)
Developed jointly with the Australian Securities Investments Commission, this publication provides information about factors to consider before setting up an SMSF Click here to download
- Setting up a self-managed super fund (NAT 71923)
Provides information about how to set up an SMSF and basic information about operating the fund.Click here to download
- Running a self-managed super fund (NAT 11032)
Provides information on the role and responsibilities of trustees of an SMSF, such as your compliance and lodgment obligations. This publication replaces Roles and responsibilities of trustees (NAT 11032-07.2007) and DIY Super Its your money... but not yet! (NAT 11393). Click here to download
- Winding up a self-managed superannuation fund (NAT 8107) Provides information on how to wind up an SMSF including trustee requirements and reporting obligations. Click here to download
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www.trustdeed.com.au provides online service for creating, storing & managing legal documents for Companies and Trust deeds for SMSF, Family, Unit & Hybrid Trusts, click here for more information.
 New / Update SMSF Trust Deeds cost only $110 and can be created in 20 minutes, Trust Deeds are emailed instantly!
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FIRST TRUST DEED FREE |
if you are an advisor, financial planner, accountant or a solicitor, we can offer you to create one trust deed on our system for free. This offer is valid provided you purchase 10 or more new SMSF deeds or update 10 SMSF trust deeds for your clients. To claim your first free trust deed, first register on our website www.trustdeed.com.au and phone our office on 02 9638 2807 for a promotional code.
If want to communicate with your clients, advising them the need & advantages to update their trust deed, click here to download a pro-forma letter to your clients.
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| remeber you can create a SMSF trust deed at any time 24 / 7 |
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www.trustdeed.com.au goes on live help
If you are an advisor and use our website for your clients SMSF  Trust Deed. You now have access to SMSF Specialist Advisor who will answer all your technical questions online for you. Simply click the button above and start chat.
New or update your existing SMSF Trust Deed for $110 You can keep the trust deed up to date for the next five years for only $165.
Our SMSF trust deed has been prepared with input from accountants who have over two decades of experience in setting up structures for their clients and have combined knowledge of auditing and lodging tax returns for more then 2000 SMSF's, their practical experience is an invaluable contribution.
For further questions on our trust deed, ring 02 9684 4199 or email sales@trustdeed.com.au |
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