Easily Establish and Manage your SMSF - Document Services

Need help with a single SMSF service?

Tap into our comprehensive suite of documentation services.

Flexible enough for you to pick and choose - from $485

We offer a comprehensive suite of documentation services, designed to help you establish and manage your SMSF and to keep it legally compliant.

Pick and choose from our suite of SMSF doc services, to suit your needs.

We will send you electronic copies of the documents. You can also choose to get hard copies for an extra $50.

All documents come with a clear set of instructions on how to properly execute them. Dedicated in-house support is also available to assist.

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

$485

Request

We can help set up a company to act as trustee of your SMSF or as holding trustee for your borrowing arrangement.

$880 (incl. ASIC fee)

Request

Ensure your trust deed remains up to date and complies with all current SMSF legislation.

$220 to upgrade from SuperConcepts trust deed / $330 from external

Request

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

$1,540 related party lender / $880 commercial lender / non-property costs provided on request

Request

Record the changes to your self-managed super fund to meet legislative, regulatory and audit requirements.

$110 for each change

Request

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

$440 to commence / $550 to commute/restart / $110 for additional commutation

Request

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PHONE 1800 625 644