Self Managed Superannuation Funds - SMSF'S

The Laws regarding Superannuation Funds are quite complex, Norfolk Corporate Support (NCS) strongly recommends that you seek your own legal advice and or professional advice from your Accountant or Financial Advisor before setting up this type of structure.

Please contact our office to discuss any special requirements.

NCS uses Superannuation experts TAG FINANCIAL SERVICES to provide and Establishment Kit for the set up NEW Self Managed Superannuation Funds (SMSF's).

TAG established since 1996 deal solely in Superannuation and are very well regarded in the industry.

TAG provides a comprehensive and professionally presented Self Mananged Superannuation Fund Kit which includes:

• 2 Bound copies of the Super Fund Trust Deed in an A4 Binder
• All relevant establishment minutes and consents
• Application for membership
• Register of Members
• Binding Death Nominations
• Application for Tax File Number
• Product Disclosure Statement
• Superannuation Fund Checklist
• ATO booklet _Guide for Trustees and Auditors
• ATO booklet - Guide for SMSF Trustees

Our fee for new superannuation funds is $495 including GST. Order forms are available Online from our web site www.ncs-services.com.au or we can email or fax you an order form.

Please note that a Self Managed Superannuation Fund may have a Corporate Trustee, however, all Members of the Super fund must be directors of the Superannuation Trustee Company.

A Self Managed Superannuation Fund can have an Individual Trustees, however all Members of the Super Fund must be Trustees of the Fund.

We can also arrange through TAG advice on:

• Administration of self managed superannuation funds
• Allocated Pensions & Retirement Structures
• Technical and investment advise
• Audit of Superannuation Funds

 Download Fact Sheet (~672kb)

ORDER A NEW SUPERANNUATION FUND