Superfundtrustdeed

Are you looking for the setup of a Self-Managed Superannuation Fund?

What we provide – our service:

As part of the SMSF setup process, you may require a setup document to setup SMSF, prior to apply an Australian Business Number (ABN) and Tax File Number (TFN).

We provide legal documents for SMSF online instantly at just $148.50.

In case of a trustee company, you are required to be incorporated then we can also provide you that service at just $639.50 (includes ASIC fees of $538). You are not required to fill separate application form to setup a SMSF with trustee company.

We instantly automatically generate a legal deed and all required legal documents to create your SMSF and email them to you. Our one online form can also create a new Trustee Company, if required and apply for Australian Business Number (ABN) and Tax File Number (TFN) with the Australian Tax office, for your SMSF.

Our documents package includes:

  • SMSF Trust Deed with Product Disclosure Statement
  • Minutes of Meeting
  • Investment Strategy
  • Trustees Consent
  • ATO Trustee Declaration
  • Application for Membership
  • Nomination of Dependents (Non-Binding Death Benefit Nomination)
  • Instruction Sheet

If you are applying with Corporate Trustee, then we provide following additional documents:

  • SMSF Trustee Company Constitution
  • Minutes of Meeting
  • Directors / Secretary Consent
  • Application for Shares
  • Share Registers
  • Register of Members
  • Share Certificate

Do you have an existing SMSF and looking for to upgrade your SMSF Deed?

If you have already setup SMSF in the past and never updated your deed, then it may be the right to time to consider this. If you have setup an SMSF prior to 2016, it is generally recommended to update the deed as there are many legislative changes were incorporated since then.

To review what changes have been implemented in our latest deeds, download attached file.

We will provide you the instant SMSF update related documents at just $148.50

Our documents package includes:

  • Deed of variation
  • Minutes and forms
  • Annexure A – Replacement SMSF deed

If you are interested in buying our automatic upgrade package, you can purchase 5 years SMSF update package at just $300. Every year we upgrade our SMSF deed, with this you are able to download our latest SMSF deed for free without any cost to you for the next 5 years.

How to apply?

Our portal is 100% online, you can apply for the application from anywhere, you are not required to visit our office.

To apply for the application, contact our office at 02 9684 4199, one of our support team can guide you with the account setup and online lodgement of the application.

Please note that all our service comes with a money back guarantee, we are happy to return our fees without asking any questions, if you do not like our legal documents for any reason.

If you have any queries or need any assistance, feel free to reach out to our support team 02 9684 4199.

Above article written on 29th May 2023 and all prices are valid till 30th June 2023.