The process of starting a SMSF requires a person to decide to establish the SMSF, then Trustees are appointed and these Trustees resolve to operate the SMSF on behalf of members in accordance with the superannuation law and the Trust Deed of the SMSF.

This will require written documentation for each step including minutes of meetings, completion of ATO registration forms and applications and death benefit nominations for each member.

To ensure that the proper documentation is prepared, Multiport can assist with the preparation of all documentation required to establish a complying SMSF, even if the fund does not require our ongoing administration services.

If you would like Multiport to arrange the establishment of your SMSF but you do not wish to use ongoing administration services, you can provide us with instructions by completing an establishment form.

To download a SMSF establishment form, click here.