Your SMSF Setup. Done Right.

There’s the right way and the easy way to set up an SMSF. And the BlueRock way is both of those things. Our SMSF setup process takes care of everything from creating the trust and trust deed, registering your fund, creating an SMSF investment strategy, ongoing compliance and more. Simply put, we make sure you get a Self-Managed Super Fund set up in accordance with ATO and ASIC guidelines.

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SMSF SMSF Setup

How We Help With SMSF Establishment


5 Steps To Set Up Your SMSF
  1. Determine Your Trustee Structure
  2. Receive Your SMSF Documents
  3. Set Up Your SMSF’s Bank Account
  4. Rollover Existing Superannuation and Start Contributions
  5. Define and Implement Your SMSF Investment Strategy

Learn more about the 5 steps to setting up an SMSF over at our Knowledgebase.

2022 10 Wealth Financial Planning Our Financial Planning Process

Investment Strategies to Get You There

Make sure the investments in your SMSF are the right plays to grow your retirement savings in the most strategic, suitable and compliant way. Learn more about our financial planning and investment advisory services.
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