A self-managed super fund (SMSF) allows you to be in control of your own super investments for your retirement.

We have assisted clients on setting up their own SMSF’s, in accordance with the law and reporting to the ATO on its operation. The key principle is that you run your SMSF for the sole purpose of providing retirement benefits to fund members.

It gives you wider investment choice and greater control over investments and flexibility in the payment of retirement benefits, such as pensions and annuities, directly from the fund.


UBS can help you establish your own Self-Managed Super Fund:

  • Preparing your SMSF Deed.
  • Completing and Lodging your application forms.
  • Providing Trustee declarations.
  • Preparing and lodging your SMSF’s annual income tax and regulatory returns.
  • Preparing your SMSF’s annual financial statements.
  • Preparing all necessary minutes of meetings.
  • A referral to an Independent Auditor for your SMSF.