You are able to establish a new SMSF through Preset Super by logging in as an Adviser. You will need full personal details of the trustees and selected names for the new SMSF and corporate trustee if this is desired.
As an Adviser, you will be asked to confirm that the trustees are eligible to establish an SMSF and that they have provided consent to do so and you will be required to pay for the deed and any associated documents up front before anything is processed.
In order for the ABN and TFN for the fund to be issued as quickly as possible, ensure all the trustee’s tax return from any source (i.e. personal, business, partnership etc) are up to date and that the ATO records will match the personal information provided in your application. The ABN will be delayed if there are mismatches.
