Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

• Obtain a trust deed
• Appoint trustees
• Sign a trustee declaration (NAT 71089)
• Elect to become a regulated fund
• Obtain a tax file number (TFN)
• Obtain an Australian business number (ABN)

At Witten Partners we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 



We also work with a network of local professionals to make purchasing an investment property within your fund, a seamless process. Contact our office to see how you could take up this opportunity.