Once you have decided to establish your DIY Super Fund, to complete all formalities,
the following steps have to be taken.
| 1) You will need a trust deed which we can arrange for you, click on the "Order Now" above to place your order now. |
| 2) Set up your DIY Super
Fund a. Apply for Australian Business Number b. Tax File Number c. Complying Fund Status d. Nominate your employer so that your DIY Super Fund can accept contributions on your behalf |
| 3) Roll Over your existing Super Funds in your DIY Super Fund |
| 4) Implement Investment Strategy |
After the end of each financial year, you have to organise Annual Administration of your DIY Super Funds. This includes the following
| a. Prepare Financial Statements |
| b. Audit of Financial Statements |
| c. Prepare & Lodge Income Tax & Regulatory Return with ATO |
| d. Pay Income tax |