Smsf Step By Step Guide

The below steps Required To Setting Up Your Self Managed Super Fund. At New Venture Wealth we assign you with a SMSF Specialist to assist you every step of the way!

Taking A Different Approach

Step 1
Complete application
in 5 min

Take control of your superannuation and start making your own investment decisions by setting up a self managed super fund. Simply go to our ‘SMSF Application’ tab and commence your application. If you need any assistance during the application process or have any questions please email or call us on 1300 050 939.

Step 2
ATO Approval

We will send your SMSF application to the Australian Tax Office on your behalf and wait for approval (generally 2-4 weeks)

Step 3
Portal Access

Once the ATO approves your application all members will receive access to the New Venture Wealth establishment portal with ‘step by step’ instructions on how to complete the establishment process. A SMSF consultant will also be assigned to you to assist with any queries throughout the process.

Step 4
You’re ready to go!

You are now in control of your SMSF and ready to invest!

Our Clients Reviews

Book a Free Consultation

We provide a FREE 30 minute online SMSF consultation to help you discover how to set up a self managed super fund.

Book in a time for your free SMSF Consult with one of our account managers who will be happy to answer any queries you have about setting up your new SMSF

Phone Number

1300 050 939

Email Address

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