Fund Establishment

MSCJ Superannuation Service can assist in the set-up and other SMSF Documentation as well as the ongoing support of the SMSF.

MSCJ Superannuation Service can meet your individual needs for your SMSF clients and we are happy to meet with you to discuss your requirements. Please phone our office on 1300 766 487 or complete your details and we will contact you to arrange an appointment.

New Fund Establishment Form (PDF Form)

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
Rollover Documentation
Self Managed Superannuation Fund

Request Trust Deed Update (PDF Form)

Update the rules for legislative changes
Changes to trustee/s

Pension Establishment Form (PDF Form)

Pensions are a complex compliance issue for all SMSF’s. MSCJ Superannuation Service for all pension types – from allocated pensions and defined pensions to the transition to retirement income streams and account based pensions.

Fund Wind-ups

If a fund is no longer required MSCJ Superannuation Fund can assist in the compliance documentation regarding the wind-up of the fund. Including the documents required to transfer funds out of the fund and attending to the final annual returns, etc. Please contact us to discuss your needs.

For full ongoing support and maintenance of the SMSF please refer to the SMSF Administration page