SMSF Setup

Take Control of your retirement with a Self-Managed Super Fund (SMSF)

Take Control of your Retirement with SMSF

Looking to grow your retirement wealth your way? At Sydney Tax & Accountancy Services, we help you setup your SMSF the smart way - with the right structure, compliance support, and investment strategy from the very beginning.

We help professionals, couples and families across Australia to setup and manage SMSF for retirement wealth creation.

Our SMSF Setup Process

1. Submit SMSF Seutup Form


Fill up the SMSF setup form online via our secure portal

Have your TFN and ID Handy

3. Registration with ATO


We will appy for TFN and ABN for your SMSF on

ATO may contact you to see if you understand your duties as Trustee.

2. Sign Electronically

Sign the trust deed and all the documents electronically.

The E-sign is legally compliant and accepted by ATO

4. Setup SMSF Bank Account


Once ATO approves your SMSF Setup, we can submit application for cash management account

5. Rollover of Existing Super


We submit your request electronically via SuperStream and help you with any requests made by the superfund

6. Invest on Your Terms


Once the Rollover is done you can implement your investment strategy and enjoy the freedom of investing your Super in your choice of investment.

SMSF Setup Fees

$1650

  • Trustee Company

  • 1-6 Members

  • Online Paperless Application

  • Electronically Signed

  • Free Phone Consultation

  • SMSF Trust Deed

  • TFN & ABN Application

  • Registration with ATO

  • Cash Management Account Setup

  • SuperStream Electronic fund Transfer

  • Investment Strategy

  • Phone and email Support

How can We add Value to you?

Tax Planning


1. Maximise Tax Deductions

Use Proactive strategies to reduce your overall tax payable.

2. Capital Gains Tax (CGT) Minimisation

Use exemptions, discounts, and strategic timing to lower CGT when selling investment properties.

3. Negative Gearing & Tax Benefits

Offset property losses against your income to reduce tax while building long-term wealth.

4. Proactive Tax Planning Strategies

Plan ahead to manage tax obligations, avoid ATO pitfalls, and optimise property investment returns.

SMSF Administration and Compliance Services

1. Property Investment Through SMSF

We help you navigate ATO regulations to purchase residential or commercial property within your SMSF.

2. Compliance & Audit Support

We ensure your SMSF meets ATO and ASIC requirements with ongoing administration and compliance management.

3. Tax-Effective Super Strategies

We help you maximise retirement savings with strategic tax planning and contribution management.


4. Ongoing SMSF Administration

We help you stay on top of reporting, tax returns, and investment compliance with expert SMSF management services.

Ready to Get Started?


Your financial freedom is closer than you think! Contact us today for a free, no-obligation consultation and take the first step toward owning your financial Success.

Let us make financial journey experience smooth, stress-free, and truly enjoyable.