| Description | Softcopy Price* | Hardcopy Price* |
|---|---|---|
| New SMSF | $400 | $450 |
| New SMSF + Company | $1,100 | $1,200 |
If you also want us to incorporate the corporate trustee for the new super fund, please click here to download the company order form, which should be sent together with the new super fund order.
What’s in the package
This package provides all the necessary documents to establish an SMSF:
- trust deed to establish the fund
- draft trustee resolutions
- application for membership forms for each member
- comprehensive product disclosure statement materials for each member (incorporating pro forma member contribution notice and binding death benefit nomination forms)
- ATO forms
- detailed instructions, including explanation of how to execute the documents
Compliance for trustees
After establishing an SMSF, our Trustee Compliance Kit will assist trustees in keeping comprehensive minutes of their decisions.
Annual Update Service
We provide an Annual Update Service which is a convenient and sound way of ensuring that SMSFs’ governing rules are kept up to date. This in turn gives SMSFs maximum strategic flexibility, compliance and peace of mind. Click here for more information.
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