Alpha Financial Services
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SMSF Establishment

Establish a Self Managed Superannuation Fund



Alpha Financial Services will help you to establish your Self Managed Super Fund by:

  • Providing a Self Managed Superannuation Fund Trust Deed

  • Preparing documents required for the ATO establishing your SMSF - including TFN, ABN and GST (if applicable)

  • Creating an Investment Objective backed up by an effective Investment Strategy

  • Opening a cash account to be used for all SMSF cash transactions, including fund income and expenses.

  • Providing all the correct documentation (including minutes)




Contact Us

For a free half hour consultation to determine whether we can help you, contact us via this website or call 1300 35 88 33.