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Home Super & Retirement Self-Managed Superfund Can I Set-up One

Can I Set-up One

All superannuation funds are required to appoint trustees. Therefore, to establish you own self-manage superannuation fund, you must be eligible for appointment as a trustee. Trustees are responsible for the proper management and compliance with all legal obligations.

You can be a trustee if you are over the age of 18 and not a disqualified person. A disqualified person is who:

has been convicted of an offence involving dishonesty
has been subject to civil penalties under the Superannuation (Industry) Supervision Act
is insolvent under administration

When you talk to one of our super professionals, you can get obligation-free advice. We ensure you get a clear understanding of what self-managed superannuation fund is about. After this, you can decide if you want us to proceed to or not.

Reasons to talk to us:

you get advice that is easy to understand
we together with our professional partner of solicitors ensures that all statutory requirements are met giving you peace of mind
fees are explained clearly and up-front
assistance with rolling over of your funds from existing public or employer sponsored superannuation fund into your self-managed superannuation fund
there is no obligation to proceed

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