Establishment Assessment Tool

Is a SMSF right for me?

To further assist you establishing if “a SMSF is right for you” please provide the following details and you will be given access series of video’s aimed at providing potential SMSF trustees with greater insight of their responsibilities should they proceed to establish their SMSF.

Anyone advising clients to establish a new SMSF must be licensed to do so and the advice must be supported by a written Statement of Advice (SOA).

SMSF Works can produce the SOA and new fund documents on behalf of the SMSF trustees.