There are many processes involved in the establishment and administration of an SMSF. Click on the links below for a detailed explanation of how these processes are handled by Cavendish.

Establishing a new Fund
Regulatory applications, statutory documentation and account establishment.
Transferring administration of an existing Fund
Statutory documentation, account transfer and address updating.
Collection of information
How Cavendish collects investment information for the Fund.
Ongoing Administration
A brief discussion of the requirements for the ongoing administration of the Fund.


How to use the Cavendish online dashboard

Cavendish Online - Adviser ‘How it works’ guide

Cavendish Online - Member ‘How it works’ guide

Cavendish Annual - Adviser ‘How it works’ guide

Cavendish Annual  - Member ‘How it works’ guide

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a corporate authorised representative of SMSF Administration Solutions Pty Ltd  ABN 76 097 695 988 AFSL 291195