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A Clear Process for SMSF or Trust Setup & Compliance

Navigating the complexities of setting up an entity can be daunting. Our step-by-step approach ensures you receive expert guidance at every stage, allowing you to focus on your investment goals.

Step 1

Start With a Friendly, No-Obligation Consultation Call

Discuss your goals and requirements with a specialist.

Step 2

Fund Structuring

Choose the right structure with expert guidance, ensuring compliance obligations are met and paperwork filed with ASIC and the ATO to support your investment goals.

Step 3

Documentation & Registration

SMSF Property Partners will prepare and lodge all necessary paperwork, including ABN, TFN, and ATO registration.

Step 4

Banking & Setup Support

Benefit from assistance with opening bank accounts, rollover assistance and support with the whole process not just the entity set up

Step 5

Ongoing Compliance & Guidance

Enjoy continuous support for financial statements, tax returns, audits, and compliance reviews.

Why Our Proven Process Makes SMSF Management Simple and Stress-Free

With decades of combined experience establishing SMSFs, our streamlined approach gives our clients confidence and peace of mind.

Simplify each stage so you can focus on long-term planning while SMSF Property Partners handles the complexities.

Ready to Start Your SMSF?

Book a free consultation today and let us guide you through the SMSF setup process.