Your SMSF trustee structure affects everything from liability and estate planning to fund administration. Our registered ASIC agent service can help you understand your options and keep your ASIC obligations under control.
Trust us to get your SMSF trustee structure right
An SMSF is a type of trust, which means every fund requires a trustee – the person or entity responsible for investing the fund’s assets and making decisions on behalf of its members. Under SMSF rules, every member of the fund must also serve as a trustee.
While individual trustees are the most common structure, appointing a company as trustee is a popular alternative. In this arrangement, members become directors of the trustee company rather than individual trustees.
Need to make changes to your fund?
Find out about our SMSF set-up & admin service.
Advantages of a corporate trustees structure for your SMSF
A corporate trustee structure offers meaningful advantages across liability, estate planning, and fund administration. It is also a mandatory requirement for funds that borrow money to purchase property.
As a company director, you are responsible for keeping the company’s records current with ASIC, Australia’s corporate regulator. This includes lodging various forms, maintaining company records, and preparing and lodging an annual return with ASIC each year.
What’s the best trustee fund structure?
Call Diana for a chat.
Your registered ASIC Agent for corporate trustee administration
ASIC obligations can quickly become time-consuming and easy to overlook. Our registered ASIC agent service can take care of all your fund’s ASIC administration for you.
We prepare and lodge all required ASIC returns and forms on your behalf, removing the administrative burden from directors and giving you complete peace of mind.
Want help with your ATO compliance?
Find out about our ATO Tax Agent Service.
Being a fund trustee comes with many responsibilities. Talk to us first – we’ll help you set-up smart and keep on top of the paperwork.
