SMSF Setup & Compliance Services
💲 SMSF setup from $1,800 + GST See pricing
Thinking about a self-managed super fund? UV TAX handles your SMSF setup from start to finish and keeps your fund compliant every year, so you can take control of your retirement savings with confidence.
✓ Free consultation✓ Free fixed-fee quote✓ Truganina & Point Cook offices
What is an SMSF?
A self-managed super fund (SMSF) is a private superannuation fund that you and up to five other members manage yourselves. Every member is usually a trustee (or a director of the corporate trustee), so you decide how the fund invests — and you are responsible for following the superannuation rules.
Our SMSF setup service
Structure advice
Individual trustees or a corporate trustee — we explain the pros and cons.
Trust deed
A compliant SMSF trust deed prepared for your fund.
Registrations
ABN, TFN and registration as a regulated super fund.
Bank account & ESA
Fund bank account and electronic service address for contributions.
Rollovers
Moving your existing super into your new SMSF.
Learn more →Investment strategy
A documented investment strategy for your fund.
Ongoing SMSF compliance
- Annual financial statements and member statements
- SMSF annual return prepared and lodged
- Independent audit arranged with an approved SMSF auditor
- Contribution caps and pension minimums monitored
- Trustee minutes and record keeping kept up to date
Is an SMSF right for you?
An SMSF can offer more control and flexibility, but it also brings costs, time and legal responsibilities. We give you an honest view of whether an SMSF suits your balance and goals before you commit.
How it works
Free consultation
Call 0466 268 405 and tell us what you need. No cost, no obligation.
Free fixed quote
We give you a clear, fixed-fee quote before any work starts.
We do the work
Our team prepares everything and keeps you updated along the way.
Lodged & done
We finalise and lodge on time, and explain the outcome in plain English.
Book a free consultation & get a free fixed quote
Speak with UV TAX today. Call us for a free consultation and a free, no-obligation fixed quote.
0466 268 405Frequently asked questions
How long does it take to set up an SMSF?
Most SMSFs can be established within a few weeks once we have your details and signed documents.
Should I use a corporate trustee?
A corporate trustee often makes it easier to change members and keeps fund assets clearly separate. We explain the options for your situation.
How much does SMSF setup cost?
Call 0466 268 405 for a free consultation and a free fixed-fee quote.