SMSF Documentation Services
Not an existing customer? 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
Click a form below to access an editable, downloadable PDF version of the document
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.
Get started
To use one or more documentation only services from the comprehensive suite, select from the options below: