SMSF Establishment

Cavendish's Fund Establishment service may be used in conjunction with our ongoing SMSF Administration service, or as a stand-alone for clients wishing to undertake the ongoing administration elsewhere.  

Upon receipt of your new Fund application we will, depending on the options you have selected, provide and/or process your Fund:

  • Trust Deed
  • Tax File Number Application
  • Australian Business Number Application
  • Notice of Election to Become a Regulated Fund
  • Minutes, Membership Application Forms and Member Advice Notices
  • Notification of Beneficiaries Form
  • Fund Bank Account/Cash Management Trust (CMT) Application
  • Rollover Documentation
  • Self Managed Superannuation Fund Portfolio to hold all your SMSF documentation
To setup an SMSF and appoint Cavendish as your administrator click here.

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Copyright © SMSF Operation Pty Ltd  ABN 30 007 778 341
a corporate authorised representative of SMSF Administration Solutions Pty Ltd  ABN 76 097 695 988 AFSL 291195