SMSFs
Navigating the regulatory network for SMSFs
Setting up an SMSF
Access a comprehensive and professional establishment service of new funds through our online system. We'll guide you through the process and provide options to speed up the process and reduce errors. You can set up a corporate trustee at the same time.
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Your documents will be stored online for you to access at any time, with the option to receive professionally bound hard copies presented in a leather look quality binder with easy to reference indices.
Deeds & Documents
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Fund Trust Deed
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Death Benefit Notices
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Application for Membership
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Consent to act as a Trustee
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Explanatory letter
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Sample Notice of Compliance
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Trustee and Member Resolutions
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Trustee Declaration/s
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SMSF Investment Objectives and Considerations
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Product Disclosure Statement
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SMSF Documentation Summary
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Key messages for trustees
Variations to SMSFs
We make a range of variations to SMSFs deeds and structures. Our service is overseen by qualified lawyers to reduce the risks to you.
Our Deeds of Variation
Our in-house legal team prepare variations to SMSF trust deeds for you, such as:
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Updating an SMSF deed to current rules
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Change the trustee of an SMSF
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Membership changes
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and many more
Our team is
ready to help
If you need any support with logging in or registering an account, please contact one of our friendly team.
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1800 799 666
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