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Setting up and naming your client's SMSF

Avoid confusion and delay when setting up a client's self-managed super fund (SMSF) by naming the fund correctly.

Published 9 June 2024

We recommend careful consideration when naming a self-managed super fund (SMSF).

If you or your client use a name similar or identical to industry and retail funds regulated by Australian Prudential Regulation Authority when setting up an SMSF, this may result in confusion and delays.

Encourage your clients to choose names unique to their fund. You can check at Super Fund LookupExternal Link whether your client's SMSF name has been used previously or is similar to another fund's name.

Additional information on setting up an SMSF can be found at Register your fund and get an ABN.