SMSF Setup with autoSMSF
Setting up a Self-Managed Super Fund (SMSF) gives you control over your retirement savings. At autoSMSF, we make SMSF setup simple, compliant, and fast. We handle all SMSF registration and documentation, ensuring your fund is correctly established from day one. With an experienced SMSF accountant guiding the process, you can focus on managing your super securely.
Step-by-Step SMSF Setup Process
A clear 11-step setup so you know what to expect.
Do your research and seek professional advice
Research SMSFs and consult a licensed financial adviser if unsure. We do not provide financial advice — we handle the registration and documents.
Choose your trustee structure
Individual trustees or a corporate trustee affects admin and costs. We prepare the legal documents for your chosen structure.
Prepare the trust deed
We provide a professionally prepared deed that meets ATO requirements to govern your SMSF operations.
Sign trustee declarations
All trustees or directors sign a declaration within 21 days. We prepare and provide these forms.
Register with the ATO
We handle ABN, TFN and regulated fund status applications so your SMSF receives tax concessions.
Open a dedicated bank account
Receive contributions, rollovers and pay expenses from a separate SMSF account. We provide documents to open it quickly.
Set up an ESA
An Electronic Service Address allows rollovers and employer contributions. We arrange this for operational efficiency.
Transfer balances & redirect contributions
Roll over existing super or redirect contributions, check insurance first as full rollovers cancel previous cover. We guide the process.
Establish your investment strategy
We provide compliant templates and guidance for a written investment strategy (not investment advice).
Ensure SMSF residency compliance
We ensure the fund meets Australian residency requirements for tax concessions.
Prepare binding death benefit nominations
We provide templates for binding nominations, work with your legal adviser for estate planning alignment.
Why Choose autoSMSF?
- Experienced SMSF accountant – 18+ years of expertise
- Complete SMSF setup: trust deed + registration
- Transparent, fixed pricing and 100% Australian-based
- Fast setup – ready for contributions & rollovers
Important Note
autoSMSF is not licensed to provide financial product advice. Consult a licensed financial adviser if unsure whether an SMSF suits your circumstances.
Unsure where to begin? Our SMSF specialists walk you through every step.
From deed preparation to ATO registration, we make setup stress-free.
Build your fund with confidence. Our accountants ensure full compliance from day one.
FAQ
What steps are involved in setting up a SMSF?
You choose a trustee structure, prepare the deed, register with the ATO, open accounts, and document the investment strategy.
Which trustee structure should I choose individual or corporate?
Corporate trustees often offer flexibility and ease of succession, but individual trustees are simpler we help you choose.
How long does it take to set up a SMSF?
Typically between 1 to 3 weeks, depending on the trustee structure and whether documentation is ready.
What documents are required from me?
IDs for trustees, existing super fund details, trustee structure decision, and any property/investment choices.
Can I convert my existing super to a SMSF?
Yes, we help you roll over your existing super into the new SMSF correctly and without breaking compliance.
Set Up Your SMSF the Right Way
autoSMSF ensures your fund is established correctly, compliant with ATO rules, and tailored to your investment goals.