There are great advantages in having your own Self Managed Superannuation Fund, not least that it gives you greater control over your investments and a wider choice of assets in which to invest. But the sole purpose of an SMSF must be to provide money for your retirement so you cannot use assets in the fund for your current enjoyment.

Remember as the ATO says......Its your money- but not yet!

Harvard Capital supports you through every stage of the process and provides you with expert guidance and full documentation necessary for the establishment of a Self Managed Superannuation Fund according to legislative requirements.

• Arranging for the establishment of a complying trust deed for your superannuation fund.
• Arranging for the establishment of a new company to act as Trustee for your superannuation fund if required instead of individual Trustees.
• Notice of consent to act as a Trustee.
• Resolutions to establish the fund.
• Lodgement to become a regulated superannuation fund.
• Registration of a Tax File Number and Australian Business Number.
• Binding death benefit nomination.
• Establishment of a bank account.
• Establishment of insurance cover under your SMSF.
• If required arrange for an accounting firm specializing in SMSF to undertake associated bookwork and taxation returns.
• Organise the required auditor for the fund.