Join 600,000 existing SMSF’s in Australia. New SMSF’s are being set up at a faster rate than ever before.

With your very own SMSF you no longer have to be worried about:

  • Promises of full control only to learn you must use a specified bank or broker and pay exorbitant hidden fees
  • Zombie Fees
  • Non-transparent cross-subsidies
  • Hugely expensive unwanted insurance premiums
  • No Trailing Fees
  • No ongoing charges from Rubicon SMSF
  • Expensive compulsory annual membership charges
  • Being ticket-clipped at every turn
  • Underperforming Retail Funds

Take the first step to control your future

Don't leave it any longer. Enter your details for a FREE SMSF assessment or call 1300 899 100

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Your own Self-Managed Super Fund with no ongoing yearly trailing fees

For an all up cost of $2,700 plus GST (payable by the newly created Superfund) let our experienced Legal and Accounting professionals set up the complete working entity that is your own SMSF and hand over total control of all your superannuation funds to you or the Trustee(s) you have nominated.

What is a SMSF?

A self-managed superannuation fund (SMSF) is exactly as the name implies - it is a superannuation account that you manage yourself.

What can my SMSF invest in?

The SMSF can invest in almost anything as long as some basic rules are followed.

This includes:

  • Property
  • Shares
  • Cryptocurrency
  • Loans
  • Collectables
  • Term Deposits
  • Other Super Funds

$2,700 (+GST) All Inclusive

RUBICON SMSF requires a $1,000 refundable deposit fee from the Applicant. After the SMSF is created the new fund is charged $2,700 plus GST for its creation. $1,000 of that amount is then paid back as refund to the Applicant. Money out of the Applicant’s pocket is thus effectively zero. The Applicant’s SMSF has paid for its own creation at a total cost of $2,700 plus GST all inclusive.

Documentation We Will Arrange

  • The SMSF Trust Deed
  • Set up of Company to act as Trustee
  • Obtain ACN for new company
  • Appointment of Trustees
  • Trustee Declaration(s)
  • Lodgment of an Election for your SMSF to become a Regulated SMSF
  • ATO Application to obtain a Tax File Number for your SMSF
  • ATO Application to obtain an Australian Business Number for your SMSF
  • Sample Investment Strategy that you can adopt for your SMSF or modify as required
  • Resolutions and minutes to acknowledge the establishment of your SMSF
  • Application to establish a Bank Account with whichever bank you nominate
Establish a Share Broker Account from whomever you may choose

Control Your Own Money

Control your own money. Gain the flexibility to invest in a much wider range of investments than Industry or Retails Funds can ever provide. Including Real Estate or as herein listed.

We do not provide financial or investment advice. We are not affiliated with any Financial Institution or Financial Advisers of any description whatsoever. We do one thing and one thing only, create and package your SMSF and then hand it to you on a silver platter. Total control is then yours.

Call Us On 1300 899 100

Unit 3, Treasury on Collins, 394 Collins Street, Melbourne

We will provide you with a full Certificate of Compliance from a Registered Auditor so you know that the SMSF has been setup according to all legal and tax requirements and is legislatively compliant. That Registered Auditor has Professional Indemnity Insurance to guarantee his Certification of Compliance for the newly created SMSF.

Our Team of Professionals have over 50 years of combined experience in setting up SMSFs. Free telephone consultations are available