SMSF Establishment Report Request
Advantages and Disadvantages

SMSF Establishment Report

Property Fax Form (PDF)   FaxForm Report Request.

Cost for the preparation of a
 SMSF Establishment  Report:

Fee $176 inc GST
This Statement of Limited Advice considers whether a SMSF is suitable for you given your personal circumstances. It will detail the advantages and disadvantages of this course of action. Some of the issues examined include:
  • How the running costs of a SMSF compare to costs currently incurred or available on alternative products.
  • Whether the type of investment strategy and assets envisaged are facilitated by a SMSF.
  • The type of skills, time and responsibilities involved in having a SMSF.
  • Assistance on deciding between corporate or individual trustees.
  • Identification of insurance and other current features that may be adversely affected if benefits are transferred to a SMSF.
The Product Disclosure Statement of the SMSF Trust Deed will provide much of the operating rules and information. In essence, this SOA is product replacement advice highlighting the consequences of switching.
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