- Trust Deed
- Product Disclosure Statements
- Consents to Act
- Minutes to setup the Fund
- Investment strategy
- Application for membership
- Beneficiary and TFN notices
- Applications for ABN and TFN
- Registration papers for GST purposes
- Update an existing SMSF Trust Deed
- Change to trustee
- Range of services and DIY options
The SMSF Accountant can assist you with the establishment of your Self Managed Superannuation Fund. This includes preparation and provision of the following documents; Trust Deed, Product Disclosure Statements, Consents to Act for individual trustees or corporate trustee directors, Minutes to setup the Fund, Investment strategy, Application for membership, Beneficiary and TFN notices, Applications for ABN and TFN, and registration papers for GST purposes (as required).
Establishing a new SMSF $800 plus GST
The SMSF Accountant can assist you with any changes you require for your existing Self Managed Superannuation Fund. If your fund has been established for many years, it may be prudent to update your Trust Deed, to ensure it remains current to recent legislative changes. Maybe you’ve recently married and would now like to include your spouse as a member of your fund or perhaps you wish to change from individual trustees to a corporate trustee.
Update an existing SMSF Trust Deed $350 plus GST
Change to trustee $500 plus GST
SMSF Administration Services
The SMSF Accountant can take care of all the administrative requirements of your SMSF. We can act as an investment mailhouse – managing all your investment mail and paperwork. We can maintain detailed CGT investment registers – providing you with monthly or quarterly investment reports and CGT positions. We can prepare all the necessary paperwork for your members to commence and administer pensions as required by your SMSF – including preparation of any minutes of trustee meetings as required.
Please contact us to discuss your SMSF needs.