Setting Up a New Fund

If you wish to establish a new self managed super fund (SMSF) with us, please call our team on 1300 WHK Sup (1300 945 787) to discuss your requirements. Please note that as a self managed super fund is a financial product, we will need to establish your fund in conjunction with a financial planner (either yours or ours if you don't have one).

Once we have received all required information to set up your fund, we will complete all the paperwork required to set up your fund, including your fund's trust deed. In particular, we will attend to the following for you:

• Arrange for the completion of a Trust Deed for your fund;
• Attend to the preparation of all Minutes of Meetings of Trustees, Member Application Forms, Member Beneficiary Forms, Consents to Act as Trustee forms;
• Provide you with guidelines for preparation of the fund's Investment Strategy;
• Set up the fund's bank account*;
• Arrange for the establishment of a new company to act as Trustee if you wish to use a Corporate Trustee**;
• Prepare and lodge the necessary applications with the ATO to apply for an Australian Business Number (ABN) and Tax File Number (TFN) for your fund; and
• Prepare and lodge the Notice of Election form with the Australian Business Register to elect for your fund to become a regulated fund.

*Please note this service is only available for certain types of bank accounts

**Please note there will be a separate fee for the establishment of a company.