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.