Your New SMSF Setup Request Has Been Received

Thanks: we’ve received your confirmation to proceed with setting up your new SMSF.

We’ll now guide you through the setup process step by step, making everything as smooth and straightforward as possible.

What Happens Next

Over the coming days, we’ll begin the setup process and guide you through each stage, including

  • Confirming your details and engagement
  • Completing identity verification
  • Preparing your SMSF and corporate trustee documents
  • Applying for your fund’s ABN and TFN

Your HelloLedger Experience

We’ve designed our process to keep everything clear, organised, and easy to manage.

  • Structured setup process – We guide you through each step
  • Clear communication – You’ll always know what’s happening next
  • Secure client workspaces – Access your documents and communicate with us in one place in the HelloLedger App
  • Ongoing support – We’re here to assist throughout your SMSF journey

Have a question or need expert guidance? We’d love to hear from you.

Contact Us

Get In Touch

Learn More About SMSFs…

If you’d like to build a deeper understanding of SMSFs, we’ve created a series of guides to help you understand how they work and what to consider before getting started.

Getting Started with Super & SMSFs

These explain the foundation: what super is and how SMSFs differ from traditional funds.

Your Role & Responsibilities

As a trustee, you are responsible for managing the fund and ensuring it complies with superannuation laws.

Key Decisions Before Setting Up

These cover the practical decisions that shape how your SMSF is structured from day one.

Step-by-Step Setup Guide

Setting up an SMSF involves legal, tax, and compliance steps, not just opening a bank account, and requires trustees to meet ongoing obligations.