Download Centre

SMSF Setup order forms
- If you have 2-4 individual trustees who are also members, with no corporate trustee, click here to download the appropriate form
- If you intend to be the only member with no corporate trustee, click here to download appropriate form
- If you intend to use a corporate trustee and have 1-4 members, click here to download the appropriate form
Corporate trustee setup: to set up a corporate trustee, click here to download the form to set up your company. This company will act as the trustee for your SMSF.
Trust deed update:
- Click here to download the SMSF Rules Update Form
- Click here to download the Change to Trustee of SMSF Form
Pension setup order form:
- If you are over 60, your pension set up is free. Contact us to set up your pension.
- If you are under 60, click here to download the form to set up your pension.
ATO Super Rollover Form: click here to download the form to move the balance of your super from another fund into your own SMSF.

Book Your Free SMSF Consultation

Book your free consultation with me to find out if SMSF is right for you. If you have any other questions, we are happy to help!

Why is SMSF Set up so affordable at SuperHelp?

SuperHelp has been servicing the SMSF market for over 15 years. We pride ourselves on being able to provide an affordable SMSF service without compromising on quality. One of these services is to provide new members with setting up their SMSF at an affordable fee when they use our award winning service.

Do I need to use a specific bank, broker or provider?

Unlike other SMSF administrators and accountants we do not restrict you to what bank, broker or service provider you use. We are independent and do not take any commissions from other parties so that our clients can invest their super where they please.

How long has SuperHelp been around for?

SuperHelp have been around since 2002 - so over 15 years! While new SMSF administrators have come and gone, we are still around!

Do you offer any other SMSF services?

Yes we do! You can see a full list of SMSF services on our services page.

Advantages of owning property through an SMSF

by admin | December 10, 2013 | SMSF Property | 0 Comments

There are a number of advantages to holding property inside an SMSF, as opposed to owning it in your own name. 1. Concessional tax on rental income Where you hold an investment property in your own name, tax will broadly be payable based on your personal rate of tax,...

Commercial SMSF Loans – What you need to know

by sjtmdwns | January 25, 2023 | Loan for SMSF | 0 Comments

Securing a commercial loan for an SMSF can be complex due to the variety of lenders and options available. Whether you're a first-time borrower or an experienced borrower, it's important to understand the nuances of the loan process when applying for a commercial SMSF...

Super contribution changes 2020

by sjtmdwns | September 25, 2020 | Uncategorized | 0 Comments

In a win for retirees, recent Government law changes now make it easier for retirees to contribute super for both themselves and their spouse. Retirees able to contribute more under work test changes Traditionally, individuals aged 65 to 74 could only make voluntary...

Are you thinking of investing in SMSF Collectibles?

by sjtmdwns | October 12, 2017 | SMSF Collectibles, SMSF Education, SMSF Strategy | 0 Comments

Are you thinking about investing in collectibles for your SMSF? Or do you already have collectibles and want to ensure your investment is compliant? Wherever you are in the process of using collectibles in your SMSF investment strategy, this articles provides you with...

Education for SMSF Trustees – ATO SMSF Trustee Education Tool

by admin | March 25, 2017 | Uncategorized | 0 Comments

Are you new trustees to SMSF or looking to improve your knowledge as existing SMSF trustees? Australian Taxation Office lists a number of free online SMSF Trustee Education tool to assist the new trustees. The trustees may access these courses either due to ATO...

What NOT to do with your SMSF related parties

by sjtmdwns | June 20, 2017 | SMSF Education, SMSF Property, SMSF Related Parties, SMSF Strategy | 0 Comments

Your SMSF will need investments, and it may need to borrow in order to make those investments. One of the crucial things to understand in your SMSF investment strategy is that you cannot invest or loan to any related parties. In fact, in the last 12 months the ATO has...

How Often Should a Self-Managed Super Fund Value Its Property?

by sjtmdwns | January 18, 2023 | Uncategorized | 0 Comments

Self-managed super funds (SMSFs) are becoming increasingly popular among Australians as a way to save for retirement. One of the key features of SMSFs is the ability to invest in a wide range of assets, including property. However, with this flexibility comes a...

Life Insurance through SMSF

by admin | August 11, 2015 | Investment Strategy, SMSF Insurance, SMSF Strategy | 0 Comments

Since August 2012, SMSF trustees are mandated by law to consider the appropriateness of life insurance for fund members. SMSF trustees are not required by law to take out life insurance, however they do need to consider if it is appropriate. Typical...

How much do you need to retire in Australia?

by sjtmdwns | February 15, 2023 | retirement | 0 Comments

Retiring in Australia can be a dream come true, but it's important to have a clear understanding of how much money you will need to support yourself during your golden years. The amount you need to retire in Australia depends on several factors, including your...

SMSF Investment Rules – Are You Compliant?

by admin | September 15, 2015 | Investment Strategy, SMSF Strategy | 0 Comments

The Superannuation law does not prescribe what a SMSF can and cannot invest in. But there are restrictions on where the fund can invest in and the entities from which the fund can acquire assets. The investment options available to an SMSF is quite broad. Your fund...

Contact Us

SuperHelp is located in Macquarie Park, NSW however we work with clients all around Australia.

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info@superhelp.com.au

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1300 736 453

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PO Box 1906 Macquarie Centre NSW 2113

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