$350 to establish a fund with individual trustees
$880 to establish a fund with a corporate trustee

In addition to providing you with a Trust Deed and various application forms, our set up service provides assistance with completing the forms and guides you through the whole process.

Our set up service includes the following:

• Preparation of a Trust Deed in triplicate in an executive folder
• Consent and declaration of trustees
• Provision of meeting minutes
• Membership applications and member advice notices
• Provision of a Product Disclosure Statement
• Provision of a pro-forma Investment Strategy
• Tax File Number and ABN application
• Notice of election to become a regulated fund application
• Notification of beneficiaries forms
• ATO standard rollover forms

To have DIY Superannuation Solutions establish a self managed fund on your behalf please download the application form and fax,
scan or post the completed form to us.

New fund (Corporate Trustee)

New fund (Individual Trustees)

If this service appeals to you please feel free to contact us for further information from one of our qualified advisers.