SMSF - Self Managed Super Funds and Superannuation

Do you want greater control of your Superannuation?

Super Funds Online is dedicated to giving all Australians greater control of their superannuation. Until now, setting up your Self Managed Super Fund could take days, if not weeks. Super Funds Online has changed all that by allowing you to set up your very own SMSF within 15 minutes, providing the quickest and easiest way to get started with your SMSF.

Not only does SFO provide the fastest way to take control of your self managed super, we offer the easiest and lowest cost option available in the market place to have your fund administered. As an ATO requirement, each Self Managed Super Fund is required to have Financial Statements, Tax Return and Audit completed annually. SFO offers the lowest cost option in the market for self managed super funds administration.

SFO takes away all the hard work of an SMSF providing you an easy to use low cost option for managing your own Superannuation.

SFO provides the tools to help you make your own investment decisions, so you get to choose what investment strategy you would like to adopt, whether that be shares, managed funds, property or cash, SFO can help you take complete control of your self managed superannuation in as little as 15 minutes.

Self Managed Superannuation is easy with Super Funds Online, your SMSF partner

CALL NOW: 1300 787 365

The Key Benefits of having a Self Managed Super Fund

What is the the Process for setting up a Self Managed Super Fund (SMSF)?

Super Funds Online can help you get onto the road of self managed superannuation in 7 easy steps:

STEP 1

Call Super Funds Online on 1300 787 365 to discuss setting up your Self Managed Super Fund.
Calling Super Funds Online will allow you to decide if:
- a Personal or Corporate Trustee is right for you? Click Here for Video

- What’s the difference between the two and why should you have one or the other? Click Here for Video

- Discussing your investment strategy Click Here for Video.

STEP 2

Once you have determined your Trustee structure (Personal or Corporate) and the investment strategy you want your SMSF to implement we will then send you the application form for you to sign and return.

STEP 3

Once we have received your application we will prepare your invoice for your Trust Deed.

STEP 4

Super Funds Online will send your Documents via email for you to print, sign and return:
- What will you receive?
- SMSF Trust Deed
- Consents Package
- Minutes for the establishment of your SMSF
- If a corporate trustee you will also receive Company documents including:
- Company Constitution
- Company registration pack
- Certificate of Registration
In addition to these SMSF documents, you will also receive application forms for:
- Macquarie Bank’s Cash Management Account
- Term Deposit Platform application
- Desktop Broker Share Trading Application

STEP 5

Once documents have been returned we will prepare your funds ABN and Tax File Number- this can take up to 28 days from the ATO, however this is a regulatory requirement. Once we have your ABN and TFN, which are required to certify that your SMSF is certified. Once we have the ABN/TFN we can lodge your application forms with Macquarie, Term Deposit and Desktop Broker. We then give you the ABN/TFN so you can lodge your rollover request forms with your current Superannuation providers. Your rollover forms will require your current member details along with copies of certification that your SMSF is a certified SMSF. We will prepare the certification and send this to you.

STEP 6

When you have completed your rollover forms simply lodge these with your Superannuation provider and wait for the funds to be transferred to your Macquarie Cash Management Account.

STEP 7

Start investing your SMSF’s funds in accordance with the investment strategy that you have developed for your SMSF.

and that's it! Super Funds Online is here to help you every step of the way!

Frequently Asked Questions