SMSF Creation Guide

This guide helps you prepare for your SMSF setup meeting. Work through each step to compile the required documents and complete the information Regans needs to assess and establish your self-managed superannuation fund.

Step 1 of 12Getting Started

Getting started

Tell us a little about who will be involved so we can tailor your SMSF consultation. There are no right or wrong answers here.

This tool collects information to assist Regans Accountants with your SMSF consultation. It does not provide personal financial advice or confirm that an SMSF is appropriate for you. Any advice will only be provided after your circumstances have been reviewed by an authorised adviser.

Your contact details

Primary contact name*

Email*

Mobile

Preferred contact method

Preferred meeting type

About the proposed fund

How many members will the SMSF have?*

An SMSF can have up to four members. This controls how many member sections appear throughout the form.

Do any of the members currently have an existing SMSF?

Is any member self-employed or a business owner?

This helps us prepare for contribution-timing and business-related questions.

Might you want to borrow within the fund to purchase an asset (for example, property)?

Anything else?

General notes or questions for Regans (optional)

Save Progress stores most of your answers in this browser on this device only. For your security, Tax File Numbers, Director Identification Numbers, full dates of birth, signatures and any uploaded documents are NOT saved and will need to be re-entered.

SMSF Creation Guide

Regans Accountants

Fund Setup

Members

Member 1

Existing Superannuation

Proposed Contributions

Assets & Liabilities (outside super)

Insurance

Goals & Objectives

Scope of Advice Requested

Documents & Acknowledgements

Getting started