DIY Super Funds

We can deliver DIY Super Funds (Self-Managed Super Fund) within 2 to 4 days. To order, complete the order form, fax to our office and we will proceed from there.
Click here for an Order Form.

Payment is required with your order by completing and faxing a credit card payment slip.
Click for a Credit Card Payment Form.

Symbolic’s Role

We provide DIY Super Funds or Self Managed Super Funds (SMSFs) of the highest quality with Trust Deeds written by one of Australia’s experts in this field.

You will receive a Superannuation Register with multiple copies of the Trust Deed.

We do not handle the administration of the Super Funds or give financial advice. We leave that to the experts (financial planners and accountants).

What is a Self Managed Fund (SMSF)?

A fund with less than 5 members. All members are fully involved in the decision making process of the fund and are in a position to look after their own interests.

We remind you of the importance of trustees knowing what their role is. Administration of SMSFs is handled by the Australian Taxation Office – ATO. To make sure you will meet the requirements of a SMSF please read the ATO’s Checklist.

Other useful information can be found in the ATO’s Guide to Trustees’ Duties and the ATO’s Superannuation Homepage.

Growth of DIY Funds

DIY funds are currently the fastest growing sector in the superannuation marketplace. Currently there are over 400,000 individual funds in existence – growing at a rapid rate.

Reasons to Establish a DIY (Self-Managed) Super Fund

  • Poor performance of the professionally managed funds and high fees charged by managers.
  • Tax advantages – tax deductions on contributions, tax breaks on earnings within the fund and tax breaks when the money is taken out.
  • Members control their own investment strategy (as members are usually the trustees)
  • Unrivalled level of investment flexibility.
  • Can purchase shares in organisations that offer loyalty reward programmes.
  • Can invest in 100% business real assets (providing there is no finance or loan against that property).

To order, complete the order form, fax to our office and we will proceed from there.
Click here for an Order Form.