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 Complete Tax & Financial Services we provide the professional advice you need to set up your own fund and greatly simplify the process for you. We are also able to complete the setup process for you! 

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What We Do

Quick and efficient tax and accounting services always ensuring you get the highest refund possible.  

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Who We Are

At Complete Tax & Financial Services we aim to provide you with advice when your business needs it, not just when you ask for it.

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View our handy online tools and resources featuring key dates, tax facts, useful links and online calculators.

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Meet The Team

Andrew Bailo
Principal
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Aaron Bailo
Accountant
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James Bailo
Accountant
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Kathryn Bailo
Office Manager
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Tom Bailo
Financial Planner
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