Self managed Superannuaction Funds, KW Grimes & Associates Pty Ltd, Castlemaine

Self-managed Superannuation Funds

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)

At KW Grimes & Associates Pty Ltd we provide the professional advice you need to set up your own fund and greatly simplify the process for you.

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KW Grimes & Associates Pty Ltd is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

The information on this web page is not financial product advice and is provided for information only.

This website will always contain the latest version of our FSG part 1 and part 2, which includes important information about our firm, your financial adviser, and our licensee.

Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on information within.

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Self-managed Superannuation Funds