The Bottom Line Business Advisory

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The Bottom Line Business Advisory Pty. Ltd.
is a CPA Practice

Choosing an SMSF name

Choosing an SMSF name

  1. Choosing a Name:
    • Select a unique name for your SMSF.
    • Avoid using names identical or similar to other funds.
    • If rolling over benefits from another fund, don’t use that fund’s name.
  2. Consistency:
    • The SMSF name on the registration form must match the one in the trust deed.
    • Ensuring consistency prevents delays during SMSF registration.
  3. Verification:
    • Check the Super Fund Lookup to see if your chosen name has been used previously or is similar to another fund’s name.
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