Deed Establishment

This package provides the necessary documents to establish a SMSF including:

• 2 copies of the trust deed
• Relevant ATO form
• Trustee minutes
• Membership applications
• Employer applications (where applicable)
• Trustee consent forms
• Pro forma investment states
• Product Disclosure Statement
• Establishment Procedures Checklist

If you would like to learn more about our SMSF deed and how it compares to deeds produced by off-the-shelf suppliers, click on the following PDF file:

Why choose our deed.pdf

If you have decided on a SMSF and would like to know the merits of having a corporate trustee instead of individual trustees, click on the following PDF file:

Corporate Trustee or Individual Trustees.pdf

If you would like to order a SMSF, please downloaded our form at the order forms tab.

Deed Variation

Is your deed up to date?

Laws are changing all the time, and heavy penalties can apply in the event of non-compliance (e.g., loss of concessional tax status). Any deed older than five years should be reviewed at a minimum, as it may not comply with rules and regulations. Broadly, we recommend that due to all the recent legislative changes, deeds made or last varied prior to mid-1999 should be upgraded. For a listing of recent changes in superannuation laws, please click on the followng PDF file:

List of Significant Changes.pdf
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In order to any of the above documents, you will need Adobe Acrobat Reader, available for free by clicking on the icon below.