Last updated: 2026-03-15

SMSF Setup: Step-by-Step Guide & Full Checklist (Australia)

By Peter Driscoll — Founder and CEO at Prestige Worldwide Financial Group, Prestige Australian Financial Services, Maverick Developments, Maverick Capital, Temple Productions, Happiness Renaissance

Get a concise, factual overview of how an SMSF is established in Australia, plus a complete, ready-to-use checklist to guide setup, ensure compliance, and accelerate the process.

Published: 2026-03-15

Primary Outcome

Users will be able to establish an SMSF in Australia with a compliant plan and an actionable checklist to guide implementation.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

Peter Driscoll — Founder and CEO at Prestige Worldwide Financial Group, Prestige Australian Financial Services, Maverick Developments, Maverick Capital, Temple Productions, Happiness Renaissance

LinkedIn Profile

FAQ

What is "SMSF Setup: Step-by-Step Guide & Full Checklist (Australia)"?

Get a concise, factual overview of how an SMSF is established in Australia, plus a complete, ready-to-use checklist to guide setup, ensure compliance, and accelerate the process.

Who created this playbook?

Created by Peter Driscoll, Founder and CEO at Prestige Worldwide Financial Group, Prestige Australian Financial Services, Maverick Developments, Maverick Capital, Temple Productions, Happiness Renaissance.

Who is this playbook for?

- Australian trustees or prospective trustees seeking a compliant SMSF setup, - Financial advisers or accountants assisting clients with SMSF implementation, - Small business owners evaluating SMSFs to diversify retirement savings

What are the prerequisites?

Interest in education & coaching. No prior experience required. 1–2 hours per week.

What's included?

Clear, step-by-step overview of the SMSF establishment process. Comprehensive, ready-to-use checklist to ensure compliance and accuracy. Save time and reduce setup errors compared to starting from scratch

How much does it cost?

$0.45.

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