Documentation services to suit your needs

A full range for you to choose from

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.

Fund establishment

New to self-managed super? We’ve designed a comprehensive kit for starting out.

Corporate trustee

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.

Borrowing arrangement

Use our borrowing arrangement documentation to support the acquisition of property and / or non-property assets within your SMSF.

Fund restructure

Record the changes to your fund to meet legislative, regulatory and audit requirements.

Pension commencement

Heading toward retirement? Commence an account based, transition to retirement or market linked pension.

  

For more information

For more

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Email us a question

Phone the Document Services team:
1800 625 644
8:30am and 5:30pm AEST