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 BTP Financial Solutions we provide the professional advice you need and BTP Business Advisors will implement and administer the fund to greatly simplify the process for you. 

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Financial Services are provided by BTP Financial Solutions Pty Ltd. BTP Financial Solutions Pty Ltd, ABN 49 612 658 956 is an Authorised Representative of Count Financial Limited.
'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Count advisers are authorised representatives of Count.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, a member of the Commonwealth Bank Group of companies, we are bound by the Group's Privacy Policy. For further details, you can refer to the Groups Privacy Policy.

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