• Peace of Mind

    Feeling pressure to keep up with all your obligations? Let us show you how to reduce the stress caused by life’s tax and financial challenges and the ways that can restore the balance back into your life and improve your well being!

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  • Start today

    As people can now expect to live to more than 80 years, you want your retirement income to last at least as long as you. It's never too late or early to start preparing for your retirement. So let us show you how to find the right strategy to preserve your hard earned savings as long as possible whilst maximizing any government entitlements too.

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  • Health Care Industries

    Helping those helping others is what we take pride in. Many of our client's are in the Health and Aged care services.

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  • Professional team

    Our staff are highly trained and dedicated to high standards and care about doing things right!

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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)
  • Keep good and accurate records of all your activities as Trustees
  • Prepare and maintain an appropriate investment strategy for the benefit of your members
  • Have a risk management strategy and policies to protect your fund and members (includes insurances)

At Aware Financial Services we provide the professional compliance, tax, and accounting advice you need to set up your own fund and greatly simplify the process for you. 
Please note that any financial advice is provided through our association with Synchron Business Services Pty Ltd. Refer to our financial planning services for more information.

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Aware Financial Services Pty Ltd
ABN 50 100 070 522
Corporate Authorised representative #324315
30 Jubilee Avenue, Carlton NSW 2218

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