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Reference:1579984 (SMSF Trustee bundle)

The legal information and commentary on this site is general only. Documents ordered through Cleardocs affect the user's legal rights and liabilities. To assess their suitability for the user, legal, accounting and financial advice must be obtained.

Before you start: SMSF Trustee bundle

Step 1: Register the corporate trustee and set up the SMSF

  • Do the directors have a Directors ID? If not, please click here to apply for a Director ID.
  • Please enter all of the required information for the corporate trustee and SMSF.
  • Pay the Cleardocs fee and the ASIC fee.
  • Once ASIC has reviewed and approved the company's application, the company will be registered.
  • Receive the ACN, Certificate of Registration and company set up documents.

Step 2: SMSF set up documents

  • At the same time you receive your company set up documents, you will receive your SMSF set up documents.

Step 3: SMSF minutes template

  • At the same time you receive your SMSF set up documents, you will receive your SMSF minutes template.

Step 4: Lodging the Fund's ABN, TFN and GST

  • Look in your Cleardocs account for the Fund's pre-filled ABN Registration order.
  • Check your answers before submitting your application.
  • Once you press submit, your application will be lodged with the Australian Business Register and Australian Taxation Office (for TFN & GST applications).

Step 5: Create your SMSF investment strategy

  • Look in your Cleardocs account for your pre-filled SMSF Investment Strategy order.
  • Check your answers before submitting your order.
  • Receive your SMSF Investment Strategy and ancillary documents.

Step 6: Notification that ABN, TFN and GST registrations are active

  • If your application is processed successfully, then you'll receive your 11-digit ABN immediately, but it usually takes about 4-6 hours before the ABN is visible on the ABN Lookup. Cleardocs will send you an email once your ABN is active.
  • Once your ABN is registered and active, the ATO will mail you confirmation of your GST registration within 28 days.
  • After GST activation, your GST registration will normally be visible on ABN Lookup within 48 hours of registration. Please note, where you have nominated a future active date for your GST, your GST registration won't be visible on the ABR until 48 hours after that date.
  • Once your TFN application has been processed and approved by the ATO, your entity's TFN confirmation letter will be mailed to your nominated postal address within 14 days.
  • During the registration process, should your application require further verification, Cleardocs will request further information via email. You may provide the requested information through your Cleardocs account.

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