Trustee (Individual) Information

A trustee can be an individual or a company. The trustee is responsible for ensuring the Self Managed Super Fund complies to Statutory regulations. Professional Superannuation Services can help you establish a Self managed super fund with minimum fuss.

Self managed super funds are subject to a number of laws and legislative requirements. If you wish to set up your own fund it may be beneficial to consult with our professional advisers before committing to this option. We have packages available which simplifies the process.

Setting up a self managed super fund involves:

Easy On-Line applications

 

 

More specific information is available by clicking on these links:

Duties of trustees
The Superannuation Industry (Supervision) Act 1993 (SISA) contains covenants or rules that impose certain requirements on trustees. These requirements are explained in this link.

Investment strategy and investment decisions
The trustees of every fund are required to prepare and implement an investment strategy for the superannuation fund. This link also examines certain restrictions on the investment practices of self managed superannuation funds.

Setting up a Self managed Super Fund
Click on the links for more information.

We can help by advising on:

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