SMSF setup support: the establishment production line
Whether an SMSF is right for a client is your practice's advice to give. Once that advice is made, Venus runs the production line: establishment documents coordinated, registrations lodged, rollovers papered and the fund's records built properly from day one.
SMSF servicesSMSF setup support
From decision to operating fund
Trust deed and trustee documentation coordinated through your chosen provider, corporate trustee establishment where advised, ATO registrations including ABN and TFN, election to be regulated, bank account setup support, and rollover requests prepared and tracked until the money lands. Each step is checklisted and visible.
Day one records that age well
The funds that sail through their first audit are the ones whose records were built correctly at establishment: member applications, trustee declarations and consents on file, the investment strategy framework in place, and data feeds connected in BGL or Class from the start.
The advice boundary, again
Venus does not advise on whether to establish an SMSF, and setup support begins only after your practice's advice process has run. We are the paperwork engine that makes your advice deliverable at scale.
What you send
- Confirmation your advice process is complete
- Member and trustee details
- Deed provider preference
- Rollover source details
What you get back
- Coordinated establishment documents
- Completed registrations
- Tracked rollovers
- A fund live in BGL or Class with feeds connected
Frequently asked questions
Does Venus advise clients to set up an SMSF?
No. That advice belongs with your practice and its licensing arrangements. Venus handles the establishment production after the advice is made.
Do you handle rollovers from other funds?
Yes. Rollover requests are prepared, submitted and tracked through to receipt, with the fund records updated as money lands.
Corporate or individual trustee paperwork?
Both. Where a corporate trustee is advised, the company establishment is coordinated as part of the same checklist.
Let's add capacity to your practice
Tell us a little about your practice and a senior team member will reach out within one business day.