Eminent SMSF Solutions is a specialised firm that assists in the establishment of self-managed super funds (SMSFs).
As experts in the field, we offer comprehensive support to clients throughout the entire process of SMSF establishment.
Our company’s approach is client-centric, and each client is assigned a dedicated and qualified Tax Agent who serves as their primary point of contact. Our Tax Agents provides unlimited supported and guidance, making the often-daunting experience of SMSF establishment more manageable.
The Tax Agents at Eminent SMSF Solutions are trained to provide prompt responses to all client enquiries, including emails and calls, ensuring that clients receive the support they need when they need it. Our company maintains high service standards and ensures that all emails and calls are returned within 24 hours.
Our company’s commitment to efficient service delivery ensures that clients can establish their SMSFs quickly and easily, with peace of mind that they are in capable hands.
Comprehensive suite of services include:
- Engaging our team of legal professionals to prepare the SMSF Trust Deed
- Registering the fund with the ATO and obtaining the ABN and TFN
- Guiding trustees on mandatory Director ID application
- Registering the Corporate Trustee with ASIC and obtaining ACN
- Minutes and all other documentation relating to fund establishment and admission of members and trustees
- Investment strategy information and sample template
- Nomination of beneficiary instructions and forms
Before getting started, we would recommend reading the following topics:
- What are SMSFs?
- Can anyone have an SMSF?
- What are the benefits of an SMSF?
- Is an SMSF right for me?
- SMSF trustee nomination pros and cons.
Decided a self-managed super is right for you?
If you’re considering an SMSF and looking for accounting and administration support, Eminent SMSF Solutions may be able to help you.
Contact us to find out more about our SMSF Accounting service.
Should I establish my SMSF with Individual or a Corporate Trustee?
Good question and one you should consider before you move forward. You will find each option has its advantages and disadvantages. We have prepared an informative fact sheet which will assist you in making your decision. Click here.
How long does it take to establish my SMSF?
This could take anywhere from 2-28 business days or more. This is because the ATO has a series of checks it runs when a new person starts or joins an SMSF.
When can I organise my rollovers?
Typically, the management of your rollovers is overseen by your Financial Planner or may be handled independently by yourself. Once your Cash Management Account (CMA) has been established and validated with the Australian Taxation Office, rollovers can be processed.
Will you provide me with an investment strategy to complete?
We can provide a customisable investment strategy template that incorporates your own investment decisions related to the allocation of funds within your SMSF. You may choose to develop your own investment strategy or collaborate with a licensed financial planner to construct a tailored approach for your superannuation investments.
Who can I contact if I have any questions?
You can call our Tax Agent Kubra Ozdil on 0434 580 958 or email your question to firstname.lastname@example.org