SMSF Services

Do you have the time and knowledge to manage your SMSF?

Individuals manage their SMSF must have comprehensive knowledge on legislation, regulations, and taxation stipulations. Additionally, a sound understanding of the investment landscape is essential. If these requirements are not understood well, there very little time to navigate them. Seeking guidance from an SMSF provider is highly recommended. These professionals can offer valuable support in effectively overseeing an SMSF or facilitating the establishment of a self-managed super fund.

A Complete Range of SMSF Services

Ace One can assist with every requirement for setting up and managing a Self-Managed Superannuation Fund (SMSF); they include compliance work, record keeping, consulting services, reporting, auditing, and any relative administration. No matter what you need for your SMSF, we can provide customers an end-to-end solution.

Easy Processing

Creating an SMSF from Ace One is a straightforward process. Our specialised team excel in setting up different SMSFs and related frameworks. Whether it’s an SMSF managed by individual trustees, one with a corporate trustee, a QROPs SMSF arrangement, a corporate entity setup, or a bare trust managed by a corporate trustee or individual trustees, we have you covered. After receiving your application, we will promptly provide all legal papers and the TFN/ABN required for your SMSF within a few hours.

No Restrictions

We do not impose any limitations on your investments, broker accounts, or bank accounts. Ace One lets you to select from different trading platforms, bank accounts, and investment options under superannuation regulations.

Ace One Pricing

Numerous SMSF service providers present a wide range of SMSF establishment expenses from $330 to as high as $4,400. Customers have to opt for a SMSF setup service provider offering transparent pricing and the most affordable SMSF setup fees. Ace One’s continuous annual operational expenses for SMSF are the most competitive in Australia. We provide transparent service fees, guaranteeing that you will not receive an unforeseen invoices from us.

Prompt SMSF Setup Support

If you have any enquiries regarding your SMSF setup or encounter any challenges while completing the online SMSF setup form, you have several ways to reach out for assistance. Our support team is available for contact through phone, email, or online chat. Additionally, you can visit our physical office for a face-to-face interaction. Our team of SMSF specialists will promptly address your queries.

Unlike other budget SMSF service providers who operate without a physical address or a contact number, Ace One takes pride in maintaining a professional office staffed by a dedicated team of over a dozen professionals. They are prepared to offer customers the needed guidance for setting up and operating a self-managed super fund.

For those clients who prefer a personal meeting prior to initiating their SMSFs, we are more than willing to arrange an appointment at our Melbourne office. This meeting will provide an opportunity to comprehensively discuss any concerns or questions you may have regarding your SMSF setup.

Quality Setup Documents

Our SMSF setup package covers essential documents such as the trust deed, an investment strategy template, and the consent to act as a trustee, member application forms, binding death nomination forms, ATO trustee declaration forms, and other obligatory paperwork. These comprehensive setup documents give you the flexibility to engage in diverse investments. Additionally, they enjoy broad recognition from most financial institutions across Australia. Ace One assures you a seamless experience when utilising these documents to establish bank or broker accounts or to secure loans from banks for property purchases within your SMSF.

Setting up an SMSF

Setting up a self-managed super fund (SMSF) involves multiple steps, each of which must adhere to the required regulations, legislation, and ATO reporting prerequisites. Individuals contemplating SMSF setup must select a name for the fund and seek guidance from their accountant or financial advisor to determine the appropriate trustee and trust structure that suit their needs.

Formulate an investment strategy that aligns with their goals and preferences.
Start to regulate the trust, including obtaining a Tax File Number (TFN) and an Australian Business Number (ABN) if not already in possession. These registrations can often done simultaneously.
Establish a dedicated bank account. Many banks may require certified copies of the duly signed trust deed, tax file number certificate and business number certificate before account activation.
Notify their existing superfund provider about their intention to transfer their current balance into the newly established SMSF through a rollover procedure.

Things to Consider Prior to Setting up an SMSF

Establishing an SMSF is a matter that demands careful consideration and thorough research. Numerous factors come into play when determining the suitability of an SMSF for your circumstances:

Will it save you money?

Managing an SMSF entails various fees that need your attention. Please evaluate your retirement savings to determine the financial viability of establishing an SMSF. A prudent step is to compare the accounting and audit expenses associated with an SMSF against the 1-2% fees levied by retail superfund providers.

What benefits will you lose?

While employer-provided super funds typically offer inherent benefits and choices, opting for an SMSF means giving you the responsibility of arranging these advantages independently. Unlike employer-provided funds, these benefits and options is not available while setting up an SMSF; however, we can assist you by setting it up for you.

Are you able to effectively invest your super funds?

All SMSF establishment services will be provided by one of our qualified partner.