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Ph: (07) 3252 9990

Fax: (07) 3252 9695

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"The only thing to do with good advice is to pass it on. It is never of any use to oneself" - Oscar Wilde
"Wealth is the ability to fully experience life" - Henry David Thoreau
Take control of your own Super today! We can show you how.
Protect your loved ones, health and assets. We do the leg work for you!
Talk to us about financial strategies that can benefit your individual situation
You only get one chance to ensure your loved ones are adequately provided for. Get it done and get it right!

Establishing a Self Managed Superannuation Fund

Let us assist you in setting up your self -managed super fund. We are happy to answer any questions you may have and also assist you through the necessary steps to establish your self-managed super fund:

  • Step One - Determine the name of the fund, who will be the trustees and members and if there is to be an associated employer. A Corporate Trustee is recommended.
  • Step Two - Complete an “Application for a New Superannuation Fund”.
  • Step Three - Complete a “Superannuation Fund Administration and Technical Services Agreement”.
  • Step Four - Complete an application for a Cash Management Trust Account or other bank account and Cheque ID Forms to allow for timely administration of your fund.
  • Step Five - Complete a Minutes of Trustees Meeting and establish an Investment Strategy.
  • Step Six - Sign a Trustee Declaration Form.

We can assist with all of the above. For further information contact us, or follow the link to the ATO’s “A guide for trustees running a self managed superannuation fund ” publication.

Avery Gibson Financial Services Pty Ltd (ABN: 45 119 229 980) is a corporate authorised representative of Plan 2 Pty Ltd (ABN: 60 010 875 073), an Australian Financial Services Licensee. (Licence No. 237874)