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.
Simple to use – and with support available
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.
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)
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
Record the changes to your self-managed super fund to meet legislative, regulatory and audit requirements.
$110 for each change
To use one or more documentation only services from the comprehensive suite, select from the options below: