CREATE YOUR SMSF TODAY
Create SMSF makes setting up and managing your self-managed superannuation fund simple, affordable, and secure - right from
your phone. No complexity. No surprises.
Scroll down to find out more
BUILT TO WORK
FOR YOU
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CREATE AND MANAGE
YOUR OWN SMSF
Take control of your retirement with an SMSF, where you decide how to invest for your retirement.
LEARN MORE WITH THE
KNOWLEDGE CENTRE
Access our free library of videos and articles to learn more about what is required of you, what is possible, and what is not possible with an SMSF.
VIEW AND MANAGE
YOUR DOCUMENTS
Store all your SMSF documents securely on the app at no extra cost. Easily accessible by you 24 hours a day, 7 days a week.
KEEP TRACK
OF YOUR SMSF
With Create SMSF, access a real-time snapshot of your SMSF's investments and bank account(s).
STAY COMPLIANT WITHOUT
THE STRESS
Take the stress out of managing your SMSF's tax compliance by appointing a tax agent through Create SMSF.
ALERTS FOR REGULATORY CHANGE
Receive in-app notifications about important SMSF regulatory changes.
COMPLIANCE MONITORING
Ensuring your SMSF remains compliant with the superannuation rules and requirements.
MEET YOUR ANNUAL REPORTING OBLIGATIONS
Preparation of annual financial statements, facilitating an independent audit and lodgement of the SMSF annual return.
SIMPLE PRICING
Choose the structure that works for you.
INDIVIDUAL TRUSTEE
$100
Establishment documents including Deed, Consent(s) to Act as Trustee and ATO Trustee Declarations
Registration of the fund with the ATO (ABN and TFN registration)
Appointment of a tax agent for the fund, this will allow your fund to be managed on the Class SMSF Administration software which will provide your fund with an Electronic Service Address enabling your fund to receive rollovers and contributions and provide you access to your Dashboard on the Create SMSF app
CORPORATE TRUSTEE
$200
Registration of a special purpose Superannuation Trustee Company and documents required to appoint this as company trustee of your fund
Establishment documents including Deed, Consent(s) to Act as Director of the Corporate Trustee and ATO Trustee Declarations
Registration of the fund with the ATO (ABN and TFN registration)
Appointment of a tax agent for the fund, this will allow your fund to be managed on the Class SMSF Administration software which will provide your fund with an Electronic Service Address enabling your fund to receive rollovers and contributions and provide you access to your Dashboard on the Create SMSF app
CUSTODIAN TRUSTEE
$350
Registration of a special purpose Superannuation Trustee Company and documents required to appoint this as company trustee of your fund
Establishment documents including Deed, Consent(s) to Act as Director of the Corporate Trustee and ATO Trustee Declarations
Registration of the fund with the ATO (ABN and TFN registration)
Appointment of a tax agent for the fund, this will allow your fund to be managed on the Class SMSF Administration software which will provide your fund with an Electronic Service Address enabling your fund to receive rollovers and contributions and provide you access to your Dashboard on the Create SMSF app
Establishment of custodian trust, including registration of corporate trustee.
GOT A QUESTION?
WE HAVE ANSWERS
What is Create SMSF?
- Create SMSF allows you to take control of your retirement by creating an SMSF.
- Create SMSF allows you to securely store your SMSF documentation.
- Create SMSF provides access to an extensive library of videos and articles through the Knowledge Centre.
- Create SMSF provides a real-time snapshot of your SMSF's investments and bank account(s) through data feeds from your chosen investment platforms and institutions.
- Create SMSF provides an opportunity to appoint a tax agent to assist in on-going reporting obligations.
What isn't Create SMSF?
- Create SMSF does not provide financial/investment, legal or taxation advice. It is recommended that you obtain independent professional advice specific to your individual circumstances prior to creating an SMSF.
- Create SMSF is not an investment platform and is not a financial broker.
- Create SMSF is not affiliated with any investment platform or asset manager and does not receive any commissions at all.
What do I get with Create SMSF?
- A SMSF Trust Deed and establishing documentation prepared by an Australian law firm to ensure you are fully compliant and up to date with the current SMSF legislation and regulations.
- Access to an Investment Strategy builder allowing you to curate your fund's individual investment objectives and goals.
- Access to an extensive library of educational SMSF videos and articles prepared by SMSF professionals.