{"id":4891,"date":"2014-09-10T06:53:09","date_gmt":"2014-09-10T06:53:09","guid":{"rendered":"http:\/\/catalystsuper.com.au\/?page_id=4891"},"modified":"2014-09-11T03:37:14","modified_gmt":"2014-09-11T03:37:14","slug":"getting-started","status":"publish","type":"page","link":"https:\/\/staging.catalystsuper.com.au\/?page_id=4891","title":{"rendered":"Setting Up a New SMSF"},"content":{"rendered":"<div class=\"title\"><h2>Setting Up a New SMSF<\/h2><div class=\"title-sep-container\"><div class=\"title-sep\"><\/div><\/div><\/div>\n<p>We take the stress and complexity out of establishing your self-managed super fund (SMSF).<\/p>\n<p>The key steps are as follows:<\/p>\n<p>1.\u00a0\u00a0\u00a0\u00a0\u00a0 You need to:<\/p>\n<ul>\n<li>Read the ATO booklets &#8220;<a href=\"http:\/\/www.catalystsuper.com.au\/files\/docs\/super-decisions-jan-09.pdf\">Super Decisions<\/a>&#8220;, \u201c<a href=\"http:\/\/www.catalystsuper.com.au\/files\/docs\/thinking%20about%20self-managed%20super.pdf\">Thinking about self-managed super<\/a>\u201d and \u201c<a href=\"http:\/\/www.catalystsuper.com.au\/files\/docs\/setting%20up%20a%20self-managed%20super%20fund.pdf\">Setting up a self-managed super fund<\/a>\u201d<\/li>\n<li>Consult your licensed financial advisor or accountant to ensure that setting up a SMSF is the right decision for you<\/li>\n<li>Choose a name for your SMSF<\/li>\n<li>Decide on the most appropriate trustee structure \u2013 individual trustees or corporate trustee<\/li>\n<li>Complete the Catalyst Super\u00a0<a href=\"http:\/\/www.catalystsuper.com.au\/files\/docs\/catalyst%20application%20form%20(new%20fund).pdf\">Application Form \u2013 New Funds<\/a>\u00a0and return to us<\/li>\n<li>If you have any problems completing the application form please call us on 1300 961 547 or email\u00a0<a href=\"mailto:info@catalystsuper.com.au\">info@catalystsuper.com.au<\/a><\/li>\n<\/ul>\n<p>2.\u00a0\u00a0\u00a0\u00a0\u00a0 Catalyst Super will:<\/p>\n<ul>\n<li>Review your application and ensure that all required information has been included<\/li>\n<li>Send you the following documents: Service Agreement, Direct Debit Request and Direct Debit Request Service Agreement<\/li>\n<\/ul>\n<p>3.\u00a0\u00a0\u00a0\u00a0\u00a0 You need to:<\/p>\n<ul>\n<li>Carefully read the Service Agreement, Direct Debit Request and Direct Debit Request Service Agreement, sign and return to us<\/li>\n<\/ul>\n<p>4.\u00a0\u00a0\u00a0\u00a0\u00a0 Catalyst Super will:<\/p>\n<ul>\n<li>Complete all necessary requirements for the establishment of the Trust Deed, Corporate Trustee (if applicable) and other statutory documentation including minutes and PDS for the fund members<\/li>\n<li>Register the fund for a ABN, TFN and GST (if requested)<\/li>\n<li>Set up an account for the fund on our\u00a0<a href=\"http:\/\/www.catalystsuper.com.au\/our_services\/online_reporting_system\">online reporting system<\/a>\u00a0including all data feeds<\/li>\n<li>Send you an email containing the account login and password details<\/li>\n<li>Send all completed documents to you for signing<\/li>\n<\/ul>\n<p>5.\u00a0\u00a0\u00a0\u00a0\u00a0 You need to:<\/p>\n<ul>\n<li>Sign and return all documents to us<\/li>\n<li>Read the ATO booklet \u201c<a href=\"http:\/\/www.catalystsuper.com.au\/files\/docs\/running%20a%20self-managed%20super%20fund.pdf\">Running a Self-managed super fund<\/a>\u201d<\/li>\n<li>Set up a bank account for the fund<\/li>\n<li>Formulate the investment strategy for the fund<\/li>\n<li>Rollover your existing superannuation balances to your new SMSF<\/li>\n<li>Make new contributions to your SMSF<\/li>\n<li>Commence investing the fund\u2019s monies according to the investment strategy<\/li>\n<li>Arrange insurance for the fund members<\/li>\n<li>Arrange binding death benefit nominations to be completed by each member<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>We take the stress and complexity out of establishing your self-managed super fund (SMSF). The key steps are as follows: 1.\u00a0\u00a0\u00a0\u00a0\u00a0 You need to: Read the ATO booklets &#8220;Super Decisions&#8220;, \u201cThinking about self-managed super\u201d and \u201cSetting up a self-managed super fund\u201d Consult your licensed financial advisor or accountant to ensure that setting up a SMSF [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"side-navigation.php","meta":{"footnotes":""},"class_list":["post-4891","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages\/4891","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4891"}],"version-history":[{"count":3,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages\/4891\/revisions"}],"predecessor-version":[{"id":4960,"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=\/wp\/v2\/pages\/4891\/revisions\/4960"}],"wp:attachment":[{"href":"https:\/\/staging.catalystsuper.com.au\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}