SELF-MANAGED SUPER FUND ESTABLISHMENT VIDEO

What you’ll need to know

Establishing your SMSF is a major step toward taking control of your retirement savings — and we’re here to guide you through it.

In this video, we walk through the key documents and responsibilities involved in setting up your new SMSF. You’ll learn about the service agreement, investment strategy, trustee obligations, and compliance essentials — and other things you need to know, to start managing your super with confidence.

At FAA Accounting Group, we specialise in SMSF administration, accounting, and compliance support for Australians who want a more hands-on approach to their financial future.

What we cover in this video:
0:00 – Introduction
0:21 – Cover Letter
0:41 – Service Agreement
1:31 – Direct Debit Request
1:49 – Authority to Release Information
2:00 – Investment Strategy
2:44 – Acceptance of First Contribution
3:13 – Trustee Declaration
3:31 – Death Benefit Nomination
4:06 – SMSF Establishment Deed
5:25 – Bare Trust
7:12 – What is a Company Trustee?
8:25 – SMSF Trust Deed
10:17 – Obligations as Trustees
14:05 – Outro

You’ll learn:
How to correctly establish your SMSF
Your role and responsibilities as a trustee
Why a corporate trustee can protect your assets
What documents are required for compliance
How FAA supports you with ongoing administration and audits

If you’re looking to take greater control of your super, or want to explore property investment through an SMSF, our experienced team is here to help.