Documentation services to suit your needs
A full range for you to choose from
We offer a comprehensive suite of documentation services that provide flexible, compliant solutions for your SMSF. Choose from one or more at a time to suit your needs.
New to self-managed super? We’ve designed a comprehensive kit for starting out.
We can help set up a company to act as trustee of your SMSF or as holding trustee for your borrowing arrangement.
Trust deed upgrade
Ensure your trust deed remains up to date and complies with all current superannuation legislation.
Use our borrowing arrangement documentation to support the acquisition of property and / or non-property assets within your SMSF.
Record the changes to your fund to meet legislative, regulatory and audit requirements.
Heading toward retirement? Commence an account based, transition to retirement or market linked pension.