New Company, SMSF, Family Trust

Companies, SMSF’s and family trusts are common vehicles for holding you business, retirement and financial interests.

There are complex Accounting, Tax, Financial and Legal issues associated with each of them, and it is essential for you to seek appropriate professional advice before proceeding with setting them up.

We can assist you with the Accounting, Tax and Financial Advisory aspects. You will need to consult your solicitor for Legal advice.

We can also liaise with your solicitor, ASIC, ATO and other third parties to help you get set-up.

• Once we receive all the required information from you, the process is usually quick. Whilst we quote a 24-hour turnaround for the initial registration, it is usually under 2 hours for regular SMSF’s and Family Trusts, and under 3 hours for companies and corporate trustees.
• Registration by the ATO of the ABN, Tax File Number, and GST Registration will take longer.

Costs vary depending on the complexity of the structure and situation, the number of shareholders, members, office holders, trustees, beneficiaries and other parties involved, and other factors.

We will provide a written quote in advance based on the information you provide us.

• Company Registration 
  • Our professional attendances taking instructions (excludes initial professional consultations referred to above)
  • Certificate of Registration – which shows the ACN (Australian Company Number), the date of registration, and the registered company name
  • Written confirmation of ABN registration (optional extra) received direct from the Australian Business Register
  • the company’s Constitution
  • Consents to act as Officeholders
  • Application for shares
  • Minutes of a meeting of directors
  • Share Certificates
  • Notice of appointment of Public Officer
  • an Establishment Kit explaining what to do next.
  • GST, ABN and TFN registration as required
  • ASIC company registration fees, our third party costs. Excludes legal fees and costs by your solicitor
• Superannuation Trust (SMSF) 
  • Our professional attendances taking instructions (excludes initial professional consultations referred to above)
  • If Corporate Trustee, as for Company Registration
  • the SMSF Trust Deed — the Deed is customised to reflect the SMSF has a corporate trustee
  • Product Disclosure Statement summarising the features of the SMSF
  • Consents for the directors of the corporate Trustee
  • Minutes to set up the SMSF and set its investment strategy
  • Applications, beneficiary notices and TFN notices for the SMSF members
  • ATO trustee declaration form
  • Written confirmation of ABN registration (optional extra) received direct from the Australian Business Register
  • an Establishment Kit explaining what to do next.
  • GST, ABN and TFN registration as required
  • ASIC company registration fees if corporate trustee, our third party costs. Excludes legal fees and costs by your solicitor
• Family Trust
  • Our professional attendances taking instructions (excludes initial professional consultations referred to above)
  • If Corporate Trustee, as for Company Registration
  • 9 trust documents (standard trust only)
  • GST, ABN and TFN registration as required
  • ASIC company registration fees if corporate trustee, our third party costs. Excludes legal fees and costs by your solicitor