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Halycon Wealth Advisers Financial Planners
 
 

Economic Update

Make sure you follow this link to read more about our economic update that is provided by the Madison Investment Committee
How do I establish a Self Managed Super Fund?

There are a number of steps that you must follow including:-

1. Establishment and purchase of a Trust Deed

2. Appointment of Trustees to the fund

3. Election to become a regulated fund

4. Obtain the necessary taxation registrations

5. Establish a Bank Account for the fund

6. Establish an Investment Strategy for the fund

7. Ensure the ongoing compliance requirements are met each financial year.
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