• Need help?
    Are you buried in paperwork? Don't know where to start? Contact us today for an obligation free consultation to see how me can help you.
  • Auditing
    Big or small? Profit or non-profit? Whatever type of organisation you have we can assist you with your audit needs.
  • Financial Planning
    On top of our accounting services, we also offer Financial and Investment Planning, developing effective strategies to strengthen your financial security.
  • Tax Time
    Tax can be overwhelming to many, so we offer a wide range of services to take the stress out of tax time.
  • Gleeson & Partners are Covid Safe

Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:


  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)


At Gleeson & Partners we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

Share by: