SMSF Advisory in Sydney, Melbourne & Brisbane

DDP Property has trusted SMSF advisers in Melbourne, Sydney and Brisbane who work closely with Financial Planners Australia wide who are regulated by ASIC to set up your SMSF property finance.

What is Included in the Self-Managed Super Fund (SMSF) Set-Up Fee?

To establish the self-managed super fund investment strategy, the financial planners will:

• Create the Corporate Trustee Constitution (legal documents) for the SMSF
• Register the Corporate Trustee with ASIC (including the ASIC fee)
• Create the SMSF Deed (legal documents)
• Australian Taxation Office (ATO) Registration of the SMSF TFN & ABN Generation with the ATO
• Bank Account Establishment with Macquarie Bank
• Transferring of Funds ($) from current Super Funds
• Advise you on how to make employer contributions into the SMSF
• Advise on the insurance transfer from industry/retail fund to SMSF & implementation
• Cancellation of old insurance policies if required

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To establish the Property Trust for the SMSF property purchase, the financial planners and our SMSF auditors in Melbourne, Sydney or Brisbane will:

• Create the Corporate Trustee Constitution (legal documents) for the Property Trust
• Register the Corporate Trustee with ASIC (including the ASIC fee)
• Create the Property Trust Deed (legal documents)
• Provide the lending bank with a Financial Advisor sign off to authorise the loan

What Are the Costs to Set Up a Self-Managed Super Fund (SMSF)?

The total cost is dependent on the SMSF setup required.

Other inclusions

Financial Planners Advice & recommendations for transferring or leaving existing insurance policies. All accounting and financial advice costs plus the legal cost for documents (deed & constitution) plus ASIC & ATO registration fees.

Other Benefits of SMSF

Tax benefits– A super fund’s tax rate is 15%. This means if your self-managed super fund property investment has a net positive cash flow of $20,000 per year, inside a SMSF you would only pay $3,000 in tax. If it was purchased in your own name, it would depend on your marginal tax rate; however, your average tax would be anywhere between $7,000 and $9,000.*

Combining super with friends/family – You can combine your superannuation balance with other people – this can be with friends and family*. This works particularly well when your super balance is too low to buy a property on your own.