SECURE CLIENT LOGIN
Ph: 02 4647 4088

Make an enquiry
            Our location

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 Camden Valley Financial Solutions we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 

Back to Services

Accounting Services

We can relieve you and your staff of the burden of all your bookkeeping and accounting needs. Read more...

Financial Planning

A financial plan is the best way to make sure your finances meet your immediate and future needs. Read more...
 News & Events