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.

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.

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

$485

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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)

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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

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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

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

$110 for each change

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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

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To use one or more documentation only services from the comprehensive suite, select from the options below:

Establish-a-new-SMSF

request-a-service-for-SMSF